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Dimensional World ex US Core Equity 2 ETF

368 hedge funds and large institutions have $4.02B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 16

31% more capital invested

Capital invested by funds: $3.07B → $4.02B (+$958M)

30% more funds holding in top 10

Funds holding in top 10: 6179 (+18)

17% more funds holding

Funds holding: 315368 (+53)

16% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 113

6.97% more ownership

Funds ownership: 74.28%81.25% (+7%)

Holders
368
Holders Change
+53
Holders Change %
+16.83%
% of All Funds
5.92%
Holding in Top 10
79
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+29.51%
% of All Funds
1.27%
New
79
Increased
131
Reduced
113
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Comerica Securities
Michigan
$20.8M -$1M -48,316 -5%
AC
52
Apella Capital
Connecticut
$20.8M -$2.37M -113,948 -11%
VW
53
Vance Wealth
California
$20.4M -$322K -15,496 -2%
LEFP
54
Leading Edge Financial Planning
Tennessee
$20M +$19.2M +925,601 New
B
55
BetterWealth
California
$17.9M +$242K +11,643 +1%
OFA
56
Onyx Financial Advisors
Idaho
$17.6M +$16.9M +814,950 New
CCMI
57
Creative Capital Management Investments
California
$16.4M +$15.8M +761,248 New
Corient Private Wealth
58
Corient Private Wealth
Florida
$15.8M +$15.2M +733,505 New
CPIG
59
Chicago Partners Investment Group
Illinois
$15.2M -$384K -18,492 -3%
GWM
60
Grand Wealth Management
Michigan
$14.5M -$1.39M -67,049 -9%
IA
61
IFG Advisory
Georgia
$14.1M -$452K -21,749 -3%
HIA
62
HTG Investment Advisors
Connecticut
$14M +$13.4M +645,892 New
PP
63
Prosperity Planning
Missouri
$13.5M
TWA
64
TCI Wealth Advisors
Arizona
$13.3M -$164K -7,891 -1%
PAG
65
Private Advisor Group
New Jersey
$13.1M +$1.96M +94,046 +8%
SC
66
Shearwater Capital
Colorado
$12.7M +$646K +31,065 +6%
HighTower Advisors
67
HighTower Advisors
Illinois
$12.6M +$153K +7,340 +1%
KAS
68
Kestra Advisory Services
Texas
$12.3M -$4.73M -227,537 -29%
SC
69
Savant Capital
Illinois
$10.9M +$3.96M +190,524 +60%
AIS
70
American Investment Services
Massachusetts
$10.3M -$226K -10,873 -2%
LFA
71
Lauterbach Financial Advisors
Texas
$9.75M -$630K -30,304 -6%
SWM
72
Soundmark Wealth Management
Washington
$9.51M +$12.1K +582 +0.1%
ALWM
73
Andrews Lucia Wealth Management
California
$9.3M -$667K -32,104 -7%
HWM
74
Hassell Wealth Management
Louisiana
$8.99M +$8.07M +388,392 New
HWM
75
Hemington Wealth Management
Virginia
$8.97M -$172K -8,253 -2%

DFAX Hedge Fund Activity: Q4 2022 in Review

368 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2022, worth a combined $4.02B — up 31% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DFAX positions and 16 closed out — a net gain of 63 holders — while 131 added to existing stakes and 113 trimmed.

The largest buyer was Jane Street, adding an estimated $76M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $42.1M.

  • 368 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $4.02B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 79 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2022 and 16 closed out, a net change of +63 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2022 was Jane Street, an estimated $76M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2022 was Focus Partners Advisor Solutions, an estimated $42.1M sold.

Based on aggregated 13F filings for Q4 2022.