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Dimensional World ex US Core Equity 2 ETF
DFAX

449 hedge funds and large institutions have $5.26B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $4.98B → $5.26B (+$281M)

5% more funds holding

Funds holding: 428 → 449 (+21)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 161

0% more funds holding in top 10

Funds holding in top 10: 76 → 76 (0)

1.46% less ownership

Funds ownership: 79.94% → 78.48% (-1.5%)

Holders
449
Holders Change
+21
Holders Change %
+4.91%
% of All Funds
6.47%
Holding in Top 10
76
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
44
Increased
170
Reduced
161
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$36.6M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$25.6M
3
CPCM
Cardinal Point Capital Management
Ontario, Canada
+$24.2M
4
SFS
Sowell Financial Services
Arkansas
+$11.4M
5
MWA
Monograph Wealth Advisors
California
+$10.8M

Top Sellers

1
PCA
Prosperity Capital Advisors
Ohio
-$29.1M
2
Jane Street
Jane Street
New York
-$24.6M
3
MHS
M Holdings Securities
Oregon
-$24.6M
4
OMC
Old Mission Capital
Illinois
-$13M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Core Wealth Management
Florida
$55.1M +$2.73M +111,709 +5%
NCM
27
New Capital Management
Texas
$54.4M +$936K +38,275 +2%
MCM
28
Morton Capital Management
California
$52.7M +$2.14M +87,306 +4%
GA
29
Greenspring Advisors
Maryland
$51.3M +$1.39M +56,911 +3%
PCA
30
Prosperity Capital Advisors
Ohio
$49.5M -$29.1M -1,190,744 -38%
JTWM
31
Jackson Thornton Wealth Management
Alabama
$45.2M +$670K +27,403 +2%
Bank of America
32
Bank of America
North Carolina
$42.8M -$741K -30,272 -2%
BBNB
33
Baker Boyer National Bank
Washington
$42.8M +$1.81M +73,836 +5%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$40.3M -$676K -27,638 -2%
FFM
35
Forum Financial Management
Illinois
$39.7M -$910K -37,182 -2%
GM
36
GeoWealth Management
Illinois
$38.1M +$36.6M +1,497,414 New
TWA
37
Trellis Wealth Advisors
California
$36.3M +$553K +22,615 +2%
GWS
38
Glassman Wealth Services
Virginia
$36.2M +$2.08M +85,146 +6%
SWA
39
ShankerValleau Wealth Advisors
Illinois
$35.2M +$229K +9,377 +0.7%
CCMI
40
Creative Capital Management Investments
California
$35.1M +$3.4M +138,793 +11%
AFG
41
Altiora Financial Group
Ohio
$33.8M -$308K -12,580 -0.9%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$33.2M +$2.39M +97,850 +8%
CPA
43
Cardiff Park Advisors
California
$31.9M -$831K -33,957 -3%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$31.2M -$22.6K -925 -0.1%
FS
45
Financial Symmetry
North Carolina
$29.9M +$2.67M +109,000 +10%
BWA
46
BlueSky Wealth Advisors
North Carolina
$29.6M +$1.14M +46,720 +4%
VW
47
Vance Wealth
California
$27.8M +$455K +18,598 +2%
MWP
48
Meridian Wealth Partners
Pennsylvania
$26.2M -$706K -28,865 -3%
PAG
49
Private Advisor Group
New Jersey
$25.7M +$539K +22,053 +2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$25.6M -$3.25M -132,773 -12%
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DFAX Hedge Fund Activity: Q1 2024 in Review

449 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2024, worth a combined $5.26B — up 5.6% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAX positions and 15 closed out — a net gain of 29 holders — while 170 added to existing stakes and 161 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $36.6M. The largest seller was Prosperity Capital Advisors, cutting an estimated $29.1M.

  • 449 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2024, up from 428 in Q4 2023.
  • Funds reported $5.26B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2024, up 5.6% quarter-over-quarter.
  • 44 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2024 and 15 closed out, a net change of +29 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2024 was GeoWealth Management, an estimated $36.6M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2024 was Prosperity Capital Advisors, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2024.