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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
RDFA
501
Ritter Daniher Financial Advisory
Ohio
$61.5K
MJRIC
502
Mogy Joel R Investment Counsel
California
$59.3K
GWM
503
Geneos Wealth Management
Colorado
$55.7K +$181 +7 +0.3%
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$55.2K +$26.2K +1,012 +84%
CAS
505
Coppell Advisory Solutions
Texas
$53.4K -$5.9K -228 -10%
HGERS
506
Householder Group Estate & Retirement Specialist
Arizona
$52K -$116K -4,469 -68%
AA
507
AlphaMark Advisors
Kentucky
$52K
ME
508
McIlrath & Eck
Washington
$50.9K +$492 +19 +0.9%
AF
509
Advisornet Financial
Minnesota
$50.2K -$36.7K -1,418 -41%
EFP
510
EnRich Financial Partners
Wisconsin
$46.1K
WT
511
Washington Trust
Rhode Island
$42.6K
EWP
512
Elevation Wealth Partners
California
$38.1K +$32.2K +1,243 +427%
PFA
513
Pillar Financial Advisors
Kentucky
$33.6K +$35K +1,354 New
AWM
514
Avior Wealth Management
Nebraska
$32.5K -$9.18K -355 -21%
MWA
515
Medallion Wealth Advisors
Connecticut
$31.3K +$32.5K +1,258 New
KFI
516
Key Financial Inc
Pennsylvania
$30.5K
PWMG
517
Private Wealth Management Group
New Jersey
$29.2K
CIAS
518
Capital Investment Advisory Services
North Carolina
$28.7K
CA
519
Continuum Advisory
Idaho
$27.4K
RWM
520
Rialto Wealth Management
New York
$22K +$22.8K +883 New
WAS
521
Winch Advisory Services
Wisconsin
$14.4K +$15K +580 New
TIM
522
Thompson Investment Management
Wisconsin
$13.8K
OP
523
ORG Partners
Indiana
$11.4K
GWANC
524
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.4K +$11.9K +460 New
CBT
525
CoreFirst Bank & Trust
Kansas
$8.2K

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.