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Dimensional World ex US Core Equity 2 ETF

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 85

13% more funds holding

Funds holding: 284322 (+38)

11.35% more ownership

Funds ownership: 58.98%70.33% (+11%)

11% more capital invested

Capital invested by funds: $2.85B → $3.16B (+$303M)

7% more funds holding in top 10

Funds holding in top 10: 6064 (+4)

Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.42%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
51
Prosperity Planning
Missouri
$13.6M
TWA
52
TCI Wealth Advisors
Arizona
$13M -$1.66M -71,488 -11%
IA
53
IFG Advisory
Georgia
$13M +$14.1M +607,685 New
HighTower Advisors
54
HighTower Advisors
Illinois
$12.6M -$288K -12,359 -2%
SC
55
Shearwater Capital
Colorado
$12.1M +$544K +23,384 +4%
MG
56
Mather Group
Illinois
$11.7M +$2.47M +105,993 +24%
ALWM
57
Andrews Lucia Wealth Management
California
$11.5M +$1.42K +61 +0%
MML Investors Services
58
MML Investors Services
Massachusetts
$10.6M -$7.39M -317,445 -39%
AIS
59
American Investment Services
Massachusetts
$10.6M -$997K -42,863 -8%
EWA
60
EP Wealth Advisors
California
$10.3M -$929K -39,919 -8%
LFA
61
Lauterbach Financial Advisors
Texas
$10.1M +$194K +8,331 +2%
CWM
62
Cherrydale Wealth Management
New Jersey
$9.81M -$921K -39,571 -8%
CPIG
63
Chicago Partners Investment Group
Illinois
$9.49M -$3.68M -158,284 -27%
TI
64
Truepoint Inc
Ohio
$9.41M +$10.2M +438,870 New
HWM
65
Hemington Wealth Management
Virginia
$9.4M -$117K -5,043 -1%
SWM
66
Soundmark Wealth Management
Washington
$9.28M +$127K +5,454 +1%
Jane Street
67
Jane Street
New York
$8.94M +$8.94M +384,219 +1,175%
GWS
68
Glassman Wealth Services
Virginia
$8.9M +$9.66M +414,980 New
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$8.62M -$128K -5,504 -1%
RA
70
RFG Advisory
Alabama
$8.36M +$1.78M +76,306 +25%
MWM
71
Modera Wealth Management
New Jersey
$8.34M -$529K -22,728 -6%
CSIA
72
Conrad Siegel Investment Advisors
Pennsylvania
$8.03M -$59.6K -2,562 -0.7%
CA
73
Claris Advisors
Missouri
$7.43M +$310K +13,312 +4%
PWM
74
PBMares Wealth Management
Virginia
$7.06M +$7.66M +329,133 New
MFT
75
Moisand Fitzgerald Tamayo
Florida
$6.83M +$2.61M +112,259 +54%

DFAX Hedge Fund Activity: Q2 2022 in Review

322 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2022, worth a combined $3.16B — up 11% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAX positions and 23 closed out — a net gain of 41 holders — while 125 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $156M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $85.7M sold.

  • 322 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2022, up from 284 in Q1 2022.
  • Funds reported $3.16B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2022, up 11% quarter-over-quarter.
  • 64 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2022 and 23 closed out, a net change of +41 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $156M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2022 was Eaton Vance Management, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2022.