Dimensional World ex US Core Equity 2 ETF
DFAX
469 hedge funds and large institutions have $5.44B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 166 reducing their positions, and 17 closing their positions.
147% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 17
4% more funds holding
Funds holding: 449 → 469 (+20)
3% more capital invested
Capital invested by funds: $5.26B → $5.44B (+$180M)
3% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 166
0.66% more ownership
Funds ownership: 78.48% → 79.14% (+0.66%)
3% less funds holding in top 10
Funds holding in top 10: 76 → 74 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$58.5M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$26.3M |
| 3 |
GWA
Geometric Wealth Advisors
Washington,
District of Columbia
|
+$22.1M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$20M |
| 5 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$31.6M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.94M |
| 3 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$7.64M |
| 4 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$6.63M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPC
476
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$294K | -11,542 | Closed |
|
|
FTUS
477
Flow Traders U.S.
New York
| – | -$280K | -10,990 | Closed |
|
|
BCWM
478
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$222K | -8,744 | Closed |
|
|
PIA
479
Perennial Investment Advisors
Los Angeles,
California
| – | -$202K | -7,924 | Closed |
|
|
EWM
480
Empirical Wealth Management
Seattle,
Washington
| – | -$200K | -7,878 | Closed |
|
|
FFWA
481
FRG Family Wealth Advisors
Bellevue,
Washington
| – | -$161K | -6,465 | Closed |
|
|
IGWM
482
ICA Group Wealth Management
Denver,
Colorado
| – | -$124K | -4,876 | Closed |
|
483
First Manhattan
New York
| – | -$27K | -1,060 | Closed |
|
|
TAM
484
Tucker Asset Management
Littleton,
Colorado
| – | -$4.99K | -196 | Closed |
|
|
SIM
485
Studio Investment Management
Chicago,
Illinois
| – | -$4.17K | -164 | Closed |
|
|
BBHC
486
Brown Brothers Harriman & Co
New York
| – | -$1.27K | -50 | Closed |
|
DFAX Hedge Fund Activity: Q2 2024 in Review
469 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2024, worth a combined $5.44B — up 3.4% from $5.26B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new DFAX positions and 17 closed out — a net gain of 25 holders — while 171 added to existing stakes and 166 trimmed.
The largest buyer was Jane Street, adding an estimated $58.5M. The largest seller was Envestnet Asset Management, cutting an estimated $31.6M.
- 469 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2024, up from 449 in Q1 2024.
- Funds reported $5.44B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2024, up 3.4% quarter-over-quarter.
- 42 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2024 and 17 closed out, a net change of +25 holders.
- The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2024 was Jane Street, an estimated $58.5M added.
- The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $31.6M sold.
Based on aggregated 13F filings for Q2 2024.