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Dimensional World ex US Core Equity 2 ETF
DFAX

304 hedge funds and large institutions have $3.24B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

677% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 13

187% more funds holding in top 10

Funds holding in top 10: 23 → 66 (+43)

82% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 56

62% more capital invested

Capital invested by funds: $2.01B → $3.24B (+$1.24B)

40% more funds holding

Funds holding: 217 → 304 (+87)

20.76% more ownership

Funds ownership: 46.72% → 67.49% (+21%)

Holders
304
Holders Change
+87
Holders Change %
+40.09%
% of All Funds
4.68%
Holding in Top 10
66
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+186.96%
% of All Funds
1.02%
New
101
Increased
102
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$86.8M
2
UWPG
Ullmann Wealth Partners Group
Florida
+$30.5M
3
LPL Financial
LPL Financial
California
+$29.3M
4
CCA
Cobblestone Capital Advisors
New York
+$28.6M
5
BWA
BlueSky Wealth Advisors
North Carolina
+$25.7M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$16.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.6M
3
EAM
Evanson Asset Management
California
-$11.6M
4
SWM
Soundmark Wealth Management
Washington
-$7.07M
5
CWM
Cedar Wealth Management
California
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
76
Balasa Dinverno & Foltz
$7.96M -$366K -14,032 -4%
AL
77
Aspiriant LLC
California
$7.81M +$5.3K +203 +0.1%
LNC
78
Lincoln National Corp
Pennsylvania
$7.78M -$444 -17 -0%
PWM
79
PBMares Wealth Management
Virginia
$7.65M +$215K +8,238 +3%
MCA
80
Magnolia Capital Advisors
Mississippi
$7.38M +$7.38M +282,655 New
HNWA
81
Henrickson Nauta Wealth Advisors
Michigan
$7.26M +$7.47M +286,014 New
SOAG
82
Silver Oak Advisory Group
Oregon
$6.99M +$6.99M +267,678 New
CWM
83
Cedar Wealth Management
California
$6.84M -$2.73M -104,582 -29%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$6.71M -$325K -12,454 -5%
BAM
85
Baldrige Asset Management
Pennsylvania
$6.68M +$46.9K +1,797 +0.7%
Financial Engines Advisors
86
Financial Engines Advisors
California
$6.54M -$1.37M -52,559 -17%
EH
87
Equitable Holdings
New York
$6.44M +$460K +17,610 +8%
CS
88
Comerica Securities
Michigan
$6.06M -$431K -16,511 -7%
Creative Planning
89
Creative Planning
Kansas
$5.82M -$60.4K -2,311 -1%
CFA
90
Cahill Financial Advisors
Minnesota
$5.8M +$1.86M +71,228 +47%
DWM
91
Dopkins Wealth Management
New York
$5.73M +$5.73M +219,438 New
EIA
92
Eldridge Investment Advisors
New Hampshire
$5.71M +$763K +29,201 +15%
B
93
Bridgeworth
Alabama
$5.55M +$22.4K +857 +0.4%
DY
94
Dowling & Yahnke
California
$5.53M – – –
NEWAS
95
N.E.W. Advisory Services
Wisconsin
$5.25M +$53.3K +2,040 +1%
SDH
96
Sloy Dahl & Holst
Washington
$5.17M – – –
OMC
97
Old Mission Capital
Illinois
$5.02M +$326K +12,479 +7%
CL
98
CPWM LLC
Washington
$5M – – –
Jane Street
99
Jane Street
New York
$4.89M +$4.89M +187,119 New
IAN
100
Integrated Advisors Network
Texas
$4.79M +$247K +9,470 +5%
2 3
4
5 6

DFAX Hedge Fund Activity: Q4 2021 in Review

304 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2021, worth a combined $3.24B — up 62% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new DFAX positions and 13 closed out — a net gain of 88 holders — while 102 added to existing stakes and 56 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $86.8M. The largest seller was OneDigital Investment Advisors, cutting an estimated $16.2M.

  • 304 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $3.24B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2021, up 62% quarter-over-quarter.
  • 101 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2021 and 13 closed out, a net change of +88 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2021 was Eaton Vance Management, an estimated $86.8M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2021 was OneDigital Investment Advisors, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2021.