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Dimensional World ex US Core Equity 2 ETF
DFAX

304 hedge funds and large institutions have $3.24B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

677% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 13

187% more funds holding in top 10

Funds holding in top 10: 23 → 66 (+43)

82% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 56

62% more capital invested

Capital invested by funds: $2.01B → $3.24B (+$1.24B)

40% more funds holding

Funds holding: 217 → 304 (+87)

20.76% more ownership

Funds ownership: 46.72% → 67.49% (+21%)

Holders
304
Holders Change
+87
Holders Change %
+40.09%
% of All Funds
4.68%
Holding in Top 10
66
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+186.96%
% of All Funds
1.02%
New
101
Increased
102
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$86.8M
2
UWPG
Ullmann Wealth Partners Group
Florida
+$30.5M
3
LPL Financial
LPL Financial
California
+$29.3M
4
CCA
Cobblestone Capital Advisors
New York
+$28.6M
5
BWA
BlueSky Wealth Advisors
North Carolina
+$25.7M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$16.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.6M
3
EAM
Evanson Asset Management
California
-$11.6M
4
SWM
Soundmark Wealth Management
Washington
-$7.07M
5
CWM
Cedar Wealth Management
California
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
51
Forum Financial Management
Illinois
$14.5M +$14.5M +553,557 New
AIS
52
American Investment Services
Massachusetts
$14.1M +$1.26M +48,175 +10%
SC
53
Shearwater Capital
Colorado
$13.6M +$13.5M +515,218 New
VW
54
Vance Wealth
California
$13.2M +$13.2M +506,169 New
IA
55
IFG Advisory
Georgia
$12.7M +$109K +4,186 +0.9%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$12.5M -$244K -9,328 -2%
ALWM
57
Andrews Lucia Wealth Management
California
$12.1M +$12.1M +461,736 New
CWM
58
Cherrydale Wealth Management
New Jersey
$12M +$12.1M +461,450 New
SFS
59
Sowell Financial Services
Arkansas
$12M +$12.1M +461,450 New
LFA
60
Lauterbach Financial Advisors
Texas
$12M +$12M +458,317 New
SWM
61
Soundmark Wealth Management
Washington
$11.2M -$7.07M -270,879 -39%
MG
62
Mather Group
Illinois
$11M +$896K +34,322 +9%
MWM
63
Modera Wealth Management
New Jersey
$10.8M +$4.94M +189,095 +84%
SIC
64
SJS Investment Consulting
Ohio
$10.3M +$10.3M +394,921 New
MFT
65
Moisand Fitzgerald Tamayo
Florida
$9.46M -$175K -6,695 -2%
CSIA
66
Conrad Siegel Investment Advisors
Pennsylvania
$9.2M +$9.29M +355,532 New
WIM
67
Warwick Investment Management
Texas
$8.59M +$8.6M +329,134 New
AC
68
Applied Capital
Arkansas
$8.57M +$1.97M +75,485 +30%
SC
69
Savant Capital
Illinois
$8.38M +$9.06K +347 +0.1%
BAG
70
Briggs Advisory Group
Rhode Island
$8.37M +$8.37M +320,397 New
Mariner
71
Mariner
Kansas
$8.21M +$206K +7,887 +3%
Truist Financial
72
Truist Financial
North Carolina
$8.18M -$645K -24,702 -7%
SSC
73
Syverson Strege & Co
Iowa
$8.15M +$1.38M +52,812 +20%
CA
74
Claris Advisors
Missouri
$8.01M +$8.02M +306,916 New
BAM
75
Bayshore Asset Management
Florida
$8.01M +$8.01M +306,709 New
1 2
3
4 5

DFAX Hedge Fund Activity: Q4 2021 in Review

304 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2021, worth a combined $3.24B — up 62% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new DFAX positions and 13 closed out — a net gain of 88 holders — while 102 added to existing stakes and 56 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $86.8M. The largest seller was OneDigital Investment Advisors, cutting an estimated $16.2M.

  • 304 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $3.24B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2021, up 62% quarter-over-quarter.
  • 101 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2021 and 13 closed out, a net change of +88 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2021 was Eaton Vance Management, an estimated $86.8M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2021 was OneDigital Investment Advisors, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2021.