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Dimensional World ex US Core Equity 2 ETF

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 163

6% more capital invested

Capital invested by funds: $5.44B → $5.75B (+$312M)

3% more funds holding

Funds holding: 469482 (+13)

0% more funds holding in top 10

Funds holding in top 10: 7474 (0)

1.7% less ownership

Funds ownership: 79.14%77.44% (-1.7%)

Holders
482
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.92%
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
36
Increased
186
Reduced
163
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
476
Elevation Wealth Partners
California
$7.86K
BAM
477
Belpointe Asset Management
Nevada
$7.09K +$26 +1 +0.4%
WWP
478
WR Wealth Planners
Missouri
$4.7K
CTC
479
Central Trust Company
Missouri
$4.29K
JFA
480
JNBA Financial Advisors
Minnesota
$4.11K
Wells Fargo
481
Wells Fargo
California
$921 -$96.1K -3,705 -99%
CMP
482
Coston McIsaac & Partners
Maine
$111 -$10.6K -409 -9%
SFC
483
Strategic Financial Concepts
Texas
-$30.6K -36,005 Closed
IAA
484
Independent Advisor Alliance
North Carolina
-$878K -34,555 Closed
WCA
485
Waypoint Capital Advisors
Minnesota
-$801K -31,498 Closed
TWM
486
Thrive Wealth Management
Pennsylvania
-$740K -29,115 Closed
Northern Trust
487
Northern Trust
Illinois
-$611K -24,022 Closed
IF
488
Ironwood Financial
Arizona
-$282K -11,082 Closed
TIAA Trust, National Association
489
TIAA Trust, National Association
North Carolina
-$266K -10,471 Closed
FAIM
490
Financial Advocates Investment Management
Washington
-$261K -9,860 Closed
AWA
491
Arbor Wealth Advisors
Michigan
-$205K -8,047 Closed
OCM
492
Orion Capital Management
California
-$87.6K -3,445 Closed
QCG
493
Quadrant Capital Group
Ohio
-$80.7K -3,174 Closed
PMFA
494
Plante Moran Financial Advisors
Michigan
-$53K -2,086 Closed
RBC
495
Roble Belko & Company
Pennsylvania
-$32K -1,273 Closed
ATPW
496
Ashton Thomas Private Wealth
Arizona
-$30.9K -1,215 Closed
WTC
497
WhitTier Trust Company
Nevada
-$16.2K -636 Closed
CA
498
CoreCap Advisors
Michigan
-$9.15K -360 Closed
TSWM
499
Tyler-Stone Wealth Management
Ohio
-$2.54K -100 Closed
QC
500
Quent Capital
New York
-$1.83K -72 Closed

DFAX Hedge Fund Activity: Q3 2024 in Review

482 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2024, worth a combined $5.75B — up 5.7% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAX positions and 18 closed out — a net gain of 18 holders — while 186 added to existing stakes and 163 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $288M. The largest seller was Jane Street, cutting an estimated $36.3M.

  • 482 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2024, up from 469 in Q2 2024.
  • Funds reported $5.75B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 36 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2024 and 18 closed out, a net change of +18 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $288M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q3 2024 was Jane Street, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.