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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
HFS
526
HBC Financial Services
Washington
$8K +$8.54K +330 New
BFS
527
Bare Financial Services
Pennsylvania
$7.68K -$207 -8 -3%
VHAM
528
Van Hulzen Asset Management
California
$7.04K +$7.32K +283 New
MEG
529
Millstone Evans Group
Colorado
$6.81K +$7.09K +274 New
SAS
530
Spurstone Advisory Services
Connecticut
$4.7K +$4.89K +189 New
WWP
531
WR Wealth Planners
Missouri
$4.33K
CTC
532
Central Trust Company
Missouri
$3.95K
JFA
533
JNBA Financial Advisors
Minnesota
$3.78K
PS
534
Pinney & Scofield
Massachusetts
$3.16K +$3.29K +127 New
KIM
535
Kestra Investment Management
Texas
$997 +$1.03K +40 New
T
536
Transce3nd
Texas
$746 +$776 +30 New
Qube Research & Technologies (QRT)
537
Qube Research & Technologies (QRT)
United Kingdom
$348 -$68K -2,630 -99%
SFS
538
Sowell Financial Services
Arkansas
-$19M -701,855 Closed
CSPIA
539
Cary Street Partners Investment Advisory
Virginia
-$1.78M -66,043 Closed
GLA
540
Good Life Advisors
Pennsylvania
-$611K -22,615 Closed
MSWM
541
Mowery & Schoenfeld Wealth Management
Illinois
-$529K -19,590 Closed
SCM
542
Sterneck Capital Management
Missouri
-$488K -18,056 Closed
FPF
543
First Pacific Financial
Washington
-$399K -14,756 Closed
CGFA
544
Colton Groome Financial Advisors
North Carolina
-$371K -13,727 Closed
PA
545
PFG Advisors
Arizona
-$327K -12,105 Closed
OWP
546
Obermeyer Wealth Partners
Colorado
-$315K -11,676 Closed
SW
547
Simplicity Wealth
New Jersey
-$270K -9,995 Closed
CC
548
Copperleaf Capital
North Carolina
-$256K -9,484 Closed
BCM
549
Brookstone Capital Management
Illinois
-$233K -8,638 Closed
SPP
550
Single Point Partners
Massachusetts
-$221K -8,192 Closed

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.