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Dimensional World ex US Core Equity 2 ETF

536 hedge funds and large institutions have $5.78B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 217 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 142

18% more funds holding in top 10

Funds holding in top 10: 7487 (+13)

11% more funds holding

Funds holding: 482536 (+54)

4.67% more ownership

Funds ownership: 77.44%82.11% (+4.7%)

1% more capital invested

Capital invested by funds: $5.75B → $5.78B (+$32.7M)

Holders
536
Holders Change
+54
Holders Change %
+11.2%
% of All Funds
7.06%
Holding in Top 10
87
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.57%
% of All Funds
1.15%
New
91
Increased
217
Reduced
142
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
26
Asset Dedication LLC
California
$60.3M -$2.58M -99,556 -4%
CWM
27
Core Wealth Management
Florida
$56.9M +$716K +27,661 +1%
CFA
28
Capstone Financial Advisors
Illinois
$55.1M -$428K -16,528 -0.7%
NCM
29
New Capital Management
Texas
$54.4M -$119K -4,582 -0.2%
TWM
30
Tumwater Wealth Management
Idaho
$53.4M +$55.6M +2,149,170 New
MCM
31
Morton Capital Management
California
$50.7M -$1.15M -44,357 -2%
PCA
32
Prosperity Capital Advisors
Ohio
$50.5M +$252K +9,752 +0.5%
GA
33
Greenspring Advisors
Maryland
$49.3M -$588K -22,725 -1%
FMI
34
Factory Mutual Insurance
Massachusetts
$48.2M
Financial Engines Advisors
35
Financial Engines Advisors
California
$46.2M +$14.2M +549,143 +42%
CCMI
36
Creative Capital Management Investments
California
$45.6M +$1.99M +76,745 +4%
B
37
BetterWealth
California
$43.6M +$21.5M +832,926 +90%
GWS
38
Glassman Wealth Services
Virginia
$42.5M +$2.98M +115,083 +7%
BBNB
39
Baker Boyer National Bank
Washington
$41.6M +$147K +5,673 +0.3%
JTWM
40
Jackson Thornton Wealth Management
Alabama
$40.6M -$627K -24,233 -1%
TWA
41
Trellis Wealth Advisors
California
$38.5M +$765K +29,568 +2%
AFG
42
Altiora Financial Group
Ohio
$37.8M -$28.2K -1,092 -0.1%
Raymond James Financial
43
Raymond James Financial
Florida
$37.2M +$38.7M +1,495,523 New
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$36.8M -$1.35M -52,168 -3%
SWA
45
ShankerValleau Wealth Advisors
Illinois
$36.2M +$2.04M +78,899 +6%
Bank of America
46
Bank of America
North Carolina
$35.6M -$3.52M -136,187 -9%
CWS
47
Confluence Wealth Services
Pennsylvania
$34.8M +$3.85M +148,817 +12%
FFM
48
Forum Financial Management
Illinois
$32.8M -$184K -7,117 -0.5%
FS
49
Financial Symmetry
North Carolina
$32.5M -$2.58M -99,717 -7%
CPA
50
Cardiff Park Advisors
California
$32.4M +$316K +12,204 +0.9%

DFAX Hedge Fund Activity: Q4 2024 in Review

536 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2024, worth a combined $5.78B — up 0.57% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFAX positions and 30 closed out — a net gain of 61 holders — while 217 added to existing stakes and 142 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $45.9M. The largest seller was UBS Group, cutting an estimated $46.1M.

  • 536 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2024, up from 482 in Q3 2024.
  • Funds reported $5.78B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2024, up 0.57% quarter-over-quarter.
  • 91 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2024 and 30 closed out, a net change of +61 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $45.9M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2024 was UBS Group, an estimated $46.1M sold.

Based on aggregated 13F filings for Q4 2024.