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Dimensional World ex US Core Equity 2 ETF

536 hedge funds and large institutions have $5.78B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 217 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 142

18% more funds holding in top 10

Funds holding in top 10: 7487 (+13)

11% more funds holding

Funds holding: 482536 (+54)

4.67% more ownership

Funds ownership: 77.44%82.11% (+4.7%)

1% more capital invested

Capital invested by funds: $5.75B → $5.78B (+$32.7M)

Holders
536
Holders Change
+54
Holders Change %
+11.2%
% of All Funds
7.06%
Holding in Top 10
87
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.57%
% of All Funds
1.15%
New
91
Increased
217
Reduced
142
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$32.2M +$1.42M +54,709 +4%
MSWM
52
Master's Wealth Management
Pennsylvania
$31.4M +$32.6M +1,261,871 New
BWA
53
BlueSky Wealth Advisors
North Carolina
$31.2M +$605K +23,403 +2%
CPCM
54
Cardinal Point Capital Management
Ontario, Canada
$30.6M +$2.6M +100,457 +9%
NEWAS
55
N.E.W. Advisory Services
Wisconsin
$29.9M +$7.2M +278,253 +30%
VW
56
Vance Wealth
California
$27.7M +$345K +13,354 +1%
OFA
57
Onyx Financial Advisors
Idaho
$26.9M +$1.02M +39,549 +4%
BWA
58
Babb Wealth Advisors
Arizona
$26.6M +$27.7M +1,070,385 New
WCM
59
Warburton Capital Management
Oklahoma
$26.2M +$27.2M +1,052,845 New
SCA
60
Strathmore Capital Advisors
North Carolina
$25.8M +$26.8M +1,036,515 New
MWP
61
Meridian Wealth Partners
Pennsylvania
$24.9M -$77.1K -2,979 -0.3%
LI
62
LRI Investments
Florida
$24.7M -$74.6K -2,885 -0.3%
TWA
63
TCI Wealth Advisors
Arizona
$23.8M +$1.2M +46,371 +5%
HighTower Advisors
64
HighTower Advisors
Illinois
$23.7M +$16.7K +645 +0.1%
OIA
65
OneDigital Investment Advisors
Kansas
$22.6M -$426K -16,476 -2%
AC
66
Apella Capital
Connecticut
$21.7M -$668K -25,816 -3%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$21.6M +$1.25M +48,477 +6%
SM
68
Sensible Money
Arizona
$21.5M -$377K -14,560 -2%
SC
69
Shearwater Capital
Colorado
$20M +$408K +15,778 +2%
AIS
70
Accredited Investor Services
Minnesota
$19.8M +$20.6M +796,149 New
SP
71
Symmetry Partners
Connecticut
$19.3M +$8.16M +315,276 +68%
Corient Private Wealth
72
Corient Private Wealth
Florida
$18.8M -$94.3K -3,645 -0.5%
CA
73
Claris Advisors
Missouri
$18.7M +$5.03M +194,563 +35%
DWP
74
Destiny Wealth Partners
Florida
$18.3M +$570K +22,043 +3%
AL
75
Aspiriant LLC
California
$18.3M

DFAX Hedge Fund Activity: Q4 2024 in Review

536 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2024, worth a combined $5.78B — up 0.57% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFAX positions and 30 closed out — a net gain of 61 holders — while 217 added to existing stakes and 142 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $45.9M. The largest seller was UBS Group, cutting an estimated $46.1M.

  • 536 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2024, up from 482 in Q3 2024.
  • Funds reported $5.78B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2024, up 0.57% quarter-over-quarter.
  • 91 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2024 and 30 closed out, a net change of +61 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $45.9M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2024 was UBS Group, an estimated $46.1M sold.

Based on aggregated 13F filings for Q4 2024.