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Dimensional World ex US Core Equity 2 ETF
DFAX

217 hedge funds and large institutions have $2.01B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 217 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.72% more ownership

Funds ownership: 0% → 46.72% (+47%)

Holders
217
Holders Change
+217
Holders Change %
–
% of All Funds
3.8%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.4%
New
217
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$285M
2
GT
Glenmede Trust
Pennsylvania
+$155M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$135M
4
PL
Plancorp LLC
Missouri
+$114M
5
LPL Financial
LPL Financial
California
+$112M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HG
76
Harbor Group
New Hampshire
$3.26M +$3.33M +125,852 New
NWM
77
Northwest Wealth Management
Iowa
$3.1M +$3.17M +119,748 New
MWM
78
Marietta Wealth Management
Georgia
$2.63M +$2.69M +101,521 New
WA
79
Wealth Architects
California
$2.34M +$2.39M +90,342 New
Citadel Advisors
80
Citadel Advisors
Florida
$2.33M +$2.38M +90,065 New
WCWM
81
Willow Creek Wealth Management
California
$2.32M +$2.37M +89,694 New
APA
82
American Portfolios Advisors
New York
$2.31M +$2.37M +89,410 New
PWA
83
Physician Wealth Advisors
Utah
$2.27M +$2.26M +85,529 New
EFL
84
ERn Financial LLC
Wisconsin
$2.27M +$2.32M +87,574 New
DAS
85
Dynamic Advisor Solutions
Arizona
$2.22M +$2.27M +85,704 New
MWM
86
Merriman Wealth Management
Washington
$2.17M +$2.22M +83,918 New
SIAG
87
Safeguard Investment Advisory Group
California
$2.06M +$2.11M +79,638 New
MCM
88
MAI Capital Management
Ohio
$1.94M +$1.99M +75,082 New
WWP
89
Waypoint Wealth Partners
California
$1.85M +$1.89M +71,510 New
HWMA
90
Heritage Wealth Management (Arizona)
Arizona
$1.73M +$1.77M +66,797 New
RWI
91
Red Wave Investments
Pennsylvania
$1.64M +$1.68M +63,377 New
CA
92
Cetera Advisors
Colorado
$1.63M +$1.66M +62,830 New
SWG
93
Summit Wealth Group
Vermont
$1.48M +$1.51M +57,159 New
SWM
94
Sanctuary Wealth Management
Idaho
$1.44M +$1.47M +55,567 New
CAN
95
Cetera Advisor Networks
California
$1.27M +$1.3M +49,232 New
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$1.25M +$1.28M +48,242 New
FAIM
97
Financial Advocates Investment Management
Washington
$1.21M +$1.24M +46,920 New
ZF
98
Zhang Financial
Michigan
$1.21M +$1.24M +46,924 New
WFA
99
Wipfli Financial Advisors
Wisconsin
$1.18M +$1.21M +45,537 New
GCA
100
Gradient Capital Advisors
California
$1.15M +$1.18M +44,609 New
2 3
4
5 6

DFAX Hedge Fund Activity: Q3 2021 in Review

217 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2021, worth a combined $2.01B.

Buyers outnumbered sellers: 217 funds opened new DFAX positions and 0 closed out — a net gain of 217 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $285M.

  • 217 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $2.01B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2021.
  • 217 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2021 and 0 closed out, a net change of +217 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2021 was Buckingham Strategic Wealth, an estimated $285M added.

Based on aggregated 13F filings for Q3 2021.