DFAX icon

Dimensional World ex US Core Equity 2 ETF
DFAX

Overview Fund Activity

427 hedge funds and large institutions have $4.97B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+31
Holders Change %
+7.83%
% of All Funds
6.26%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.1%
New
60
Increased
163
Reduced
136
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MHS
1
M Holdings Securities
Oregon
$25.1M
2
Bank of America
2
Bank of America
North Carolina
$41.8M
3
OIA
3
OneDigital Investment Advisors
Kansas
$22.5M
4
CWS
4
Confluence Wealth Services
Pennsylvania
$20.2M
5
GWA
5
Geometric Wealth Advisors
District of Columbia
$152M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$7.05M
2
Jane Street
2
Jane Street
New York
$39.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.3M
5
LEFP
5
Leading Edge Financial Planning
Tennessee
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$25.5M -$1.32M -53,977 -5%
MHS
52
M Holdings Securities
Oregon
$25.1M +$25.1M +1,027,074 New
PAG
53
Private Advisor Group
New Jersey
$24.1M +$3.41M +139,513 +16%
SP
54
Symmetry Partners
Connecticut
$23.3M -$356K -14,590 -2%
B
55
BetterWealth
California
$22.7M +$2.38M +97,575 +12%
OIA
56
OneDigital Investment Advisors
Kansas
$22.5M +$21.9M +898,711 +3,895%
AC
57
Apella Capital
Connecticut
$22.1M -$327K -13,590 -1%
OFA
58
Onyx Financial Advisors
Idaho
$22M +$970K +39,702 +5%
SM
59
Sensible Money
Arizona
$20.9M +$1.69M +69,196 +9%
Osaic Holdings
60
Osaic Holdings
Arizona
$20.3M -$21M -861,695 -51%
CWS
61
Confluence Wealth Services
Pennsylvania
$20.2M +$12.2M +501,484 +154%
DWP
62
Destiny Wealth Partners
Florida
$19.9M -$2.75M -114,372 -12%
Corient Private Wealth
63
Corient Private Wealth
Florida
$19M -$1.2M -49,224 -6%
SC
64
Shearwater Capital
Colorado
$18M +$1.13M +46,425 +7%
TWA
65
TCI Wealth Advisors
Arizona
$17.1M +$49.5K +2,028 +0.3%
CPIG
66
Chicago Partners Investment Group
Illinois
$16.6M +$1.05M +43,776 +7%
PP
67
Prosperity Planning
Missouri
$15.5M -$113K -4,632 -0.7%
HIA
68
HTG Investment Advisors
Connecticut
$15.5M +$63.9K +2,616 +0.4%
OMC
69
Old Mission Capital
Illinois
$15.4M +$4.19M +171,544 +37%
KAS
70
Kestra Advisory Services
Texas
$15.2M -$191K -7,808 -1%
GMA
71
Glassy Mountain Advisors
Maryland
$14.8M +$1.38M +56,437 +10%
GWM
72
Grand Wealth Management
Michigan
$14.4M -$32K -1,309 -0.2%
GFA
73
Grunden Financial Advisory
Texas
$13.7M +$13.7M +558,997 New
CWM
74
Cherrydale Wealth Management
New Jersey
$13.4M +$538K +22,013 +4%
IA
75
IFG Advisory
Georgia
$13.3M +$392K +16,066 +3%
1 2
3
4 5