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Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 122

11% more capital invested

Capital invested by funds: $4.06B → $4.5B (+$434M)

4% more funds holding

Funds holding: 377391 (+14)

0.19% more ownership

Funds ownership: 77.49%77.68% (+0.19%)

6% less funds holding in top 10

Funds holding in top 10: 8176 (-5)

Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.14%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.19%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
51
Destiny Wealth Partners
Florida
$23M +$4.9M +210,584 +28%
SP
52
Symmetry Partners
Connecticut
$22.8M -$681K -29,217 -3%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$22.4M -$67.7K -2,906 -0.3%
AC
54
Apella Capital
Connecticut
$22.1M +$22.1M +949,043 New
CS
55
Comerica Securities
Michigan
$21.8M -$878K -37,680 -4%
MHS
56
M Holdings Securities
Oregon
$20.8M -$3.12M -133,850 -13%
OFA
57
Onyx Financial Advisors
Idaho
$19.5M +$184K +7,901 +1%
B
58
BetterWealth
California
$19.4M +$183K +7,848 +1%
Corient Private Wealth
59
Corient Private Wealth
Florida
$17.2M -$56.3K -2,416 -0.3%
UWPG
60
Ullmann Wealth Partners Group
Florida
$16.9M -$14.9M -638,312 -47%
SM
61
Sensible Money
Arizona
$16.2M +$3.11M +133,451 +24%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$16.1M +$16.1M +691,701 New
Bank of America
63
Bank of America
North Carolina
$15.9M +$2.65M +113,568 +20%
TWA
64
TCI Wealth Advisors
Arizona
$15.4M +$345K +14,817 +2%
SC
65
Shearwater Capital
Colorado
$15.3M +$1.16M +49,998 +8%
CPIG
66
Chicago Partners Investment Group
Illinois
$15.3M -$95K -4,078 -0.6%
PP
67
Prosperity Planning
Missouri
$14.9M -$140K -6,005 -0.9%
HIA
68
HTG Investment Advisors
Connecticut
$14.7M -$264K -11,314 -2%
GWM
69
Grand Wealth Management
Michigan
$13.9M -$956K -41,041 -6%
IA
70
IFG Advisory
Georgia
$13.2M +$33.3K +1,429 +0.3%
MWM
71
Modera Wealth Management
New Jersey
$13.1M +$6.32M +271,309 +93%
GMA
72
Glassy Mountain Advisors
Maryland
$11.9M +$11.9M +512,332 New
SC
73
Savant Capital
Illinois
$11.7M -$3.14K -135 -0%
LFA
74
Lauterbach Financial Advisors
Texas
$11.3M +$822K +35,278 +8%
Financial Engines Advisors
75
Financial Engines Advisors
California
$10.8M -$233K -9,991 -2%

DFAX Hedge Fund Activity: Q2 2023 in Review

391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2023, worth a combined $4.5B — up 11% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFAX positions and 7 closed out — a net gain of 19 holders — while 175 added to existing stakes and 122 trimmed.

The largest buyer was Jane Street, adding an estimated $110M. The largest seller was Summit Wealth Group, cutting an estimated $78.5M.

  • 391 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2023, up from 377 in Q1 2023.
  • Funds reported $4.5B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 26 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2023 and 7 closed out, a net change of +19 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2023 was Jane Street, an estimated $110M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2023.