DFAX icon

Dimensional World ex US Core Equity 2 ETF
DFAX

Overview Fund Activity

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
–
Net Calls
+$50K
Net Calls Change
+$50K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$72.2M
2
GM
2
GeoWealth Management
Illinois
$68.4M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$95.5M
4
B
4
BetterWealth
California
$43.6M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$115M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$68.3M
2
Jane Street
2
Jane Street
New York
$413K
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$207M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
26
Asset Dedication LLC
California
$60.3M -$2.47M -99,556 -4%
CWM
27
Core Wealth Management
Florida
$56.9M +$688K +27,661 +1%
CFA
28
Capstone Financial Advisors
Illinois
$55.1M -$411K -16,528 -0.7%
NCM
29
New Capital Management
Texas
$54.4M -$114K -4,582 -0.2%
TWM
30
Tumwater Wealth Management
Idaho
$53.4M +$53.4M +2,149,170 New
MCM
31
Morton Capital Management
California
$50.7M -$1.1M -44,357 -2%
PCA
32
Prosperity Capital Advisors
Ohio
$50.5M +$242K +9,752 +0.5%
GA
33
Greenspring Advisors
Maryland
$49.3M -$565K -22,725 -1%
FMI
34
Factory Mutual Insurance
Massachusetts
$48.2M – – –
Financial Engines Advisors
35
Financial Engines Advisors
California
$46.2M +$13.7M +549,143 +42%
CCMI
36
Creative Capital Management Investments
California
$45.6M +$1.91M +76,745 +4%
B
37
BetterWealth
California
$43.6M +$20.7M +832,926 +90%
GWS
38
Glassman Wealth Services
Virginia
$42.5M +$2.86M +115,083 +7%
BBNB
39
Baker Boyer National Bank
Washington
$41.6M +$141K +5,673 +0.3%
JTWM
40
Jackson Thornton Wealth Management
Alabama
$40.6M -$602K -24,233 -1%
TWA
41
Trellis Wealth Advisors
California
$38.5M +$735K +29,568 +2%
AFG
42
Altiora Financial Group
Ohio
$37.8M -$27.1K -1,092 -0.1%
Raymond James Financial
43
Raymond James Financial
Florida
$37.2M +$37.2M +1,495,523 New
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$36.8M -$1.3M -52,168 -3%
SWA
45
ShankerValleau Wealth Advisors
Illinois
$36.2M +$1.96M +78,899 +6%
Bank of America
46
Bank of America
North Carolina
$35.6M -$3.39M -136,187 -9%
CWS
47
Confluence Wealth Services
Pennsylvania
$34.8M +$3.8M +148,817 +12%
FFM
48
Forum Financial Management
Illinois
$32.8M -$177K -7,117 -0.5%
FS
49
Financial Symmetry
North Carolina
$32.5M -$2.48M -99,717 -7%
CPA
50
Cardiff Park Advisors
California
$32.4M +$303K +12,204 +0.9%
1
2
3 4 5