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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
CIBC Private Wealth Group
476
CIBC Private Wealth Group
Georgia
$180K -$13K -504 -7%
BF
477
BOK Financial
Oklahoma
$172K
US Bancorp
478
US Bancorp
Minnesota
$159K
CSWM
479
Cassady Schiller Wealth Management
Ohio
$155K
TWD
480
True Wealth Design
Ohio
$150K
VWA
481
VSM Wealth Advisory
Maryland
$146K +$152K +5,867 New
PA
482
Parallel Advisors
California
$134K +$79.9K +3,089 +134%
FHA
483
First Horizon Advisors
Tennessee
$131K
SWM
484
Sanctuary Wealth Management
Idaho
$129K -$15.2K -589 -10%
CSB
485
City State Bank
Iowa
$124K
IRC
486
Investors Research Corp
Georgia
$122K
CWM
487
Cedar Wealth Management
California
$117K
FFA
488
Farther Finance Advisors
California
$112K -$15.2K -588 -12%
BHWM
489
Beaird Harris Wealth Management
Texas
$110K
SAM
490
Smartleaf Asset Management
Massachusetts
$105K +$99.7K +3,854 +1,006%
CMP
491
Coston McIsaac & Partners
Maine
$103K +$802 +31 +0.7%
Bank of Montreal
492
Bank of Montreal
Ontario, Canada
$101K +$94.6K +3,658 +869%
AIP
493
Ameritas Investment Partners
Nebraska
$98.6K +$957 +37 +0.9%
HI
494
Harbour Investments
Wisconsin
$91.9K +$103 +4 +0.1%
OCM
495
Orion Capital Management
California
$86.1K +$89.6K +3,464 New
NWM
496
Navigoe Wealth Management
California
$82K +$85.9K +3,319 New
GSWM
497
Golden State Wealth Management
California
$80K +$83.2K +3,218 New
WTA
498
Washington Trust Advisors
Massachusetts
$79.7K
SL
499
Salomon & Ludwin
Virginia
$64.5K
HWA
500
Heritage Wealth Advisors
Virginia
$62.6K

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.