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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.44B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 166 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

4% more funds holding

Funds holding: 449469 (+20)

3% more capital invested

Capital invested by funds: $5.26B → $5.44B (+$180M)

3% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 166

0.66% more ownership

Funds ownership: 78.48%79.14% (+0.66%)

3% less funds holding in top 10

Funds holding in top 10: 7674 (-2)

Holders
469
Holders Change
+20
Holders Change %
+4.45%
% of All Funds
6.77%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
42
Increased
171
Reduced
166
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
51
Confluence Wealth Services
Pennsylvania
$27.3M +$1.82M +71,354 +7%
VW
52
Vance Wealth
California
$27.2M -$571K -22,347 -2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$26.7M +$26.3M +1,030,670 New
PAG
54
Private Advisor Group
New Jersey
$26.6M +$998K +39,055 +4%
MWP
55
Meridian Wealth Partners
Pennsylvania
$25.8M -$376K -14,725 -1%
OFA
56
Onyx Financial Advisors
Idaho
$25.6M +$551K +21,557 +2%
LI
57
LRI Investments
Florida
$25.3M -$16.2K -634 -0.1%
HighTower Advisors
58
HighTower Advisors
Illinois
$24.8M -$150K -5,879 -0.6%
AC
59
Apella Capital
Connecticut
$23.6M +$838K +32,809 +4%
B
60
BetterWealth
California
$23.3M -$619K -24,239 -3%
OIA
61
OneDigital Investment Advisors
Kansas
$23.1M -$11.8K -462 -0.1%
SP
62
Symmetry Partners
Connecticut
$22.9M +$1.93M +75,662 +9%
SM
63
Sensible Money
Arizona
$22.6M -$852K -33,343 -4%
NEWAS
64
N.E.W. Advisory Services
Wisconsin
$21.9M +$14.4M +563,410 +189%
TWA
65
TCI Wealth Advisors
Arizona
$21M +$1.79M +70,016 +9%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$20.8M +$10.9M +425,291 +108%
SFA
67
Sequoia Financial Advisors
Ohio
$19.9M +$20M +784,216 New
SC
68
Shearwater Capital
Colorado
$19.8M +$253K +9,888 +1%
Corient Private Wealth
69
Corient Private Wealth
Florida
$19.5M -$189K -7,386 -1%
DWP
70
Destiny Wealth Partners
Florida
$18.1M -$1.21M -47,343 -6%
SC
71
Savant Capital
Illinois
$17.5M +$5.46M +213,596 +45%
SFS
72
Sowell Financial Services
Arkansas
$17.5M +$759K +29,716 +5%
KAS
73
Kestra Advisory Services
Texas
$17.4M +$84.8K +3,317 +0.5%
CPIG
74
Chicago Partners Investment Group
Illinois
$17.2M -$125K -4,880 -0.7%
GMA
75
Glassy Mountain Advisors
Maryland
$16M -$92.8K -3,633 -0.6%

DFAX Hedge Fund Activity: Q2 2024 in Review

469 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2024, worth a combined $5.44B — up 3.4% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAX positions and 17 closed out — a net gain of 25 holders — while 171 added to existing stakes and 166 trimmed.

The largest buyer was Jane Street, adding an estimated $58.5M. The largest seller was Envestnet Asset Management, cutting an estimated $31.6M.

  • 469 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2024, up from 449 in Q1 2024.
  • Funds reported $5.44B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 42 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2024 and 17 closed out, a net change of +25 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2024 was Jane Street, an estimated $58.5M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2024.