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Dimensional World ex US Core Equity 2 ETF
DFAX

217 hedge funds and large institutions have $2.01B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 217 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.72% more ownership

Funds ownership: 0% → 46.72% (+47%)

Holders
217
Holders Change
+217
Holders Change %
–
% of All Funds
3.8%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.4%
New
217
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$285M
2
GT
Glenmede Trust
Pennsylvania
+$155M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$135M
4
PL
Plancorp LLC
Missouri
+$114M
5
LPL Financial
LPL Financial
California
+$112M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
51
Syverson Strege & Co
Iowa
$6.72M +$6.87M +259,503 New
BAM
52
Baldrige Asset Management
Pennsylvania
$6.58M +$6.72M +254,098 New
AC
53
Applied Capital
Arkansas
$6.55M +$6.69M +252,950 New
CS
54
Comerica Securities
Michigan
$6.43M +$6.58M +248,659 New
EH
55
Equitable Holdings
New York
$5.93M +$6.06M +229,102 New
MWM
56
Modera Wealth Management
New Jersey
$5.84M +$5.97M +225,742 New
Creative Planning
57
Creative Planning
Kansas
$5.83M +$5.96M +225,201 New
B
58
Bridgeworth
Alabama
$5.48M +$5.6M +211,616 New
DY
59
Dowling & Yahnke
California
$5.48M +$5.6M +211,601 New
SDH
60
Sloy Dahl & Holst
Washington
$5.17M +$5.29M +199,885 New
NEWAS
61
N.E.W. Advisory Services
Wisconsin
$5.15M +$5.27M +199,071 New
CL
62
CPWM LLC
Washington
$5M +$5.11M +193,157 New
EIA
63
Eldridge Investment Advisors
New Hampshire
$4.91M +$5.02M +189,635 New
OMC
64
Old Mission Capital
Illinois
$4.65M +$4.76M +179,839 New
IAN
65
Integrated Advisors Network
Texas
$4.51M +$4.61M +174,140 New
IWC
66
Integrated Wealth Concepts
Massachusetts
$4.24M +$4.33M +163,675 New
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$4.23M +$4.32M +163,275 New
CFA
68
Cahill Financial Advisors
Minnesota
$3.9M +$3.99M +150,886 New
CAM
69
Cresset Asset Management
Illinois
$3.79M +$3.87M +146,407 New
RCAG
70
Rehmann Capital Advisory Group
Michigan
$3.77M +$3.97M +149,954 New
MG
71
MilWealth Group
Wisconsin
$3.67M +$3.75M +141,864 New
Betterment LLC
72
Betterment LLC
New York
$3.63M +$3.71M +140,092 New
MAM
73
McCarthy Asset Management
California
$3.56M +$3.64M +137,513 New
PAS
74
Park Avenue Securities
New York
$3.35M +$3.43M +129,525 New
BP
75
Ballentine Partners
Massachusetts
$3.26M +$3.34M +126,104 New
1 2
3
4 5

DFAX Hedge Fund Activity: Q3 2021 in Review

217 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2021, worth a combined $2.01B.

Buyers outnumbered sellers: 217 funds opened new DFAX positions and 0 closed out — a net gain of 217 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $285M.

  • 217 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $2.01B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2021.
  • 217 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2021 and 0 closed out, a net change of +217 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2021 was Buckingham Strategic Wealth, an estimated $285M added.

Based on aggregated 13F filings for Q3 2021.