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Dimensional World ex US Core Equity 2 ETF

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 163

6% more capital invested

Capital invested by funds: $5.44B → $5.75B (+$312M)

3% more funds holding

Funds holding: 469482 (+13)

0% more funds holding in top 10

Funds holding in top 10: 7474 (0)

1.7% less ownership

Funds ownership: 79.14%77.44% (-1.7%)

Holders
482
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.92%
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
36
Increased
186
Reduced
163
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$31.7M -$257K -9,913 -0.8%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$30.6M -$147K -5,678 -0.5%
CPCM
53
Cardinal Point Capital Management
Ontario, Canada
$30.6M +$956K +36,839 +3%
VW
54
Vance Wealth
California
$29.7M +$743K +28,651 +3%
OFA
55
Onyx Financial Advisors
Idaho
$28.2M +$933K +35,976 +4%
MWP
56
Meridian Wealth Partners
Pennsylvania
$27.2M -$254K -9,773 -1%
HighTower Advisors
57
HighTower Advisors
Illinois
$25.8M -$570K -21,983 -2%
LI
58
LRI Investments
Florida
$25.1M -$14K -538 -0.1%
NEWAS
59
N.E.W. Advisory Services
Wisconsin
$25M +$1.64M +63,334 +7%
OIA
60
OneDigital Investment Advisors
Kansas
$25M +$373K +14,393 +2%
B
61
BetterWealth
California
$24.9M +$111K +4,292 +0.5%
TWA
62
TCI Wealth Advisors
Arizona
$24.6M +$2.14M +82,591 +10%
AC
63
Apella Capital
Connecticut
$24.3M -$455K -17,528 -2%
SM
64
Sensible Money
Arizona
$23.8M -$234K -9,033 -1%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$22.1M -$34.5K -1,328 -0.2%
SC
66
Shearwater Capital
Colorado
$21.3M +$238K +9,175 +1%
Corient Private Wealth
67
Corient Private Wealth
Florida
$20.5M -$213K -8,229 -1%
AL
68
Aspiriant LLC
California
$19.9M +$11.8M +454,286 +162%
DWP
69
Destiny Wealth Partners
Florida
$19.3M +$109K +4,199 +0.6%
SFS
70
Sowell Financial Services
Arkansas
$19M +$359K +13,852 +2%
SC
71
Savant Capital
Illinois
$18.6M -$30.1K -1,161 -0.2%
CPIG
72
Chicago Partners Investment Group
Illinois
$17.9M +$421K +16,234 +2%
GMA
73
Glassy Mountain Advisors
Maryland
$17.8M +$746K +28,758 +5%
CFA
74
Cahill Financial Advisors
Minnesota
$17.6M +$1.31M +50,375 +8%
CSIA
75
Conrad Siegel Investment Advisors
Pennsylvania
$16.9M +$815K +31,413 +5%

DFAX Hedge Fund Activity: Q3 2024 in Review

482 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2024, worth a combined $5.75B — up 5.7% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAX positions and 18 closed out — a net gain of 18 holders — while 186 added to existing stakes and 163 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $288M. The largest seller was Jane Street, cutting an estimated $36.3M.

  • 482 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2024, up from 469 in Q2 2024.
  • Funds reported $5.75B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 36 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2024 and 18 closed out, a net change of +18 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $288M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q3 2024 was Jane Street, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.