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Dimensional World ex US Core Equity 2 ETF

449 hedge funds and large institutions have $5.26B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $4.98B → $5.26B (+$281M)

5% more funds holding

Funds holding: 428449 (+21)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 161

0% more funds holding in top 10

Funds holding in top 10: 7676 (0)

1.46% less ownership

Funds ownership: 79.94%78.48% (-1.5%)

Holders
449
Holders Change
+21
Holders Change %
+4.91%
% of All Funds
6.47%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.09%
New
44
Increased
170
Reduced
161
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
51
Confluence Wealth Services
Pennsylvania
$25.5M +$4.29M +175,494 +21%
LI
52
LRI Investments
Florida
$25.4M +$24.4M +997,310 New
CPCM
53
Cardinal Point Capital Management
Ontario, Canada
$25.1M +$24.2M +987,830 New
OFA
54
Onyx Financial Advisors
Idaho
$25.1M +$2.13M +86,890 +10%
HighTower Advisors
55
HighTower Advisors
Illinois
$25M -$1.56M -63,783 -6%
B
56
BetterWealth
California
$24M +$343K +14,010 +2%
SM
57
Sensible Money
Arizona
$23.5M +$1.63M +66,640 +8%
OIA
58
OneDigital Investment Advisors
Kansas
$23.2M -$262K -10,698 -1%
AC
59
Apella Capital
Connecticut
$22.7M -$829K -33,900 -4%
SP
60
Symmetry Partners
Connecticut
$21M -$3.17M -129,747 -14%
Financial Engines Advisors
61
Financial Engines Advisors
California
$20.2M +$6.46M +263,971 +50%
Corient Private Wealth
62
Corient Private Wealth
Florida
$19.7M -$29.6K -1,208 -0.2%
SC
63
Shearwater Capital
Colorado
$19.6M +$842K +34,436 +5%
DWP
64
Destiny Wealth Partners
Florida
$19.3M -$1.75M -71,607 -9%
TWA
65
TCI Wealth Advisors
Arizona
$19.3M +$1.44M +58,710 +8%
Osaic Holdings
66
Osaic Holdings
Arizona
$17.7M -$3.3M -134,877 -16%
KAS
67
Kestra Advisory Services
Texas
$17.3M +$1.43M +58,470 +9%
CPIG
68
Chicago Partners Investment Group
Illinois
$16.9M -$451K -18,453 -3%
SFS
69
Sowell Financial Services
Arkansas
$16.7M +$11.4M +464,670 +240%
GWM
70
Grand Wealth Management
Michigan
$16.1M +$1.1M +45,020 +8%
GMA
71
Glassy Mountain Advisors
Maryland
$16.1M +$633K +25,875 +4%
PP
72
Prosperity Planning
Missouri
$16M -$137K -5,617 -0.9%
Jane Street
73
Jane Street
New York
$15.4M -$24.6M -1,005,490 -62%
HIA
74
HTG Investment Advisors
Connecticut
$15M -$1.13M -46,291 -7%
CFA
75
Cahill Financial Advisors
Minnesota
$14.8M +$1.4M +57,271 +11%

DFAX Hedge Fund Activity: Q1 2024 in Review

449 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2024, worth a combined $5.26B — up 5.6% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAX positions and 15 closed out — a net gain of 29 holders — while 170 added to existing stakes and 161 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $36.6M. The largest seller was Prosperity Capital Advisors, cutting an estimated $29.1M.

  • 449 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2024, up from 428 in Q4 2023.
  • Funds reported $5.26B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2024, up 5.6% quarter-over-quarter.
  • 44 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2024 and 15 closed out, a net change of +29 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2024 was GeoWealth Management, an estimated $36.6M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2024 was Prosperity Capital Advisors, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2024.