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Dimensional World ex US Core Equity 2 ETF

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 85

13% more funds holding

Funds holding: 284322 (+38)

11.35% more ownership

Funds ownership: 58.98%70.33% (+11%)

11% more capital invested

Capital invested by funds: $2.85B → $3.16B (+$303M)

7% more funds holding in top 10

Funds holding in top 10: 6064 (+4)

Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.42%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Savant Capital
Illinois
$6.8M -$60.6K -2,603 -0.8%
LNC
77
Lincoln National Corp
Pennsylvania
$6.64M +$250K +10,750 +4%
EFL
78
ERn Financial LLC
Wisconsin
$6.6M +$4.21M +181,088 +143%
Mariner
79
Mariner
Kansas
$6.57M -$7.11M -305,373 -50%
BDF
80
Balasa Dinverno & Foltz
$6.49M -$5.28K -227 -0.1%
Betterment LLC
81
Betterment LLC
New York
$6.49M +$1.16M +49,965 +20%
EIA
82
Eldridge Investment Advisors
New Hampshire
$6.46M -$420K -18,058 -6%
HWMG
83
Hurlow Wealth Management Group
Indiana
$6.34M +$6.88M +295,814 New
SOAG
84
Silver Oak Advisory Group
Oregon
$6.32M +$89.4K +3,841 +1%
AL
85
Aspiriant LLC
California
$6.25M -$4.72K -203 -0.1%
BAG
86
Briggs Advisory Group
Rhode Island
$6.23M -$456K -19,608 -6%
AC
87
AWM Capital
Arizona
$6.12M -$1.65M -70,987 -20%
HNWA
88
Henrickson Nauta Wealth Advisors
Michigan
$6.12M -$9.96K -428 -0.1%
BAM
89
Bayshore Asset Management
Florida
$6.04M +$495K +21,255 +8%
CFA
90
Cahill Financial Advisors
Minnesota
$6.01M +$964K +41,435 +17%
Truist Financial
91
Truist Financial
North Carolina
$6M -$712K -30,607 -10%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$5.93M +$191K +8,186 +3%
FNBSF
93
First National Bank Sioux Falls
South Dakota
$5.92M
EH
94
Equitable Holdings
New York
$5.8M +$246K +10,590 +4%
CWM
95
Cedar Wealth Management
California
$5.62M
BAM
96
Baldrige Asset Management
Pennsylvania
$5.46M +$6.77K +291 +0.1%
Financial Engines Advisors
97
Financial Engines Advisors
California
$5.45M -$333K -14,320 -5%
FCG
98
Financial Connections Group
California
$4.99M +$5.4M +232,129 +50,028%
DWM
99
Dopkins Wealth Management
New York
$4.91M +$79.7K +3,426 +2%
FMWA
100
Forvis Mazars Wealth Advisors
Missouri
$4.76M +$4.84M +207,853 +1,450%

DFAX Hedge Fund Activity: Q2 2022 in Review

322 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2022, worth a combined $3.16B — up 11% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAX positions and 23 closed out — a net gain of 41 holders — while 125 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $156M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $85.7M sold.

  • 322 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2022, up from 284 in Q1 2022.
  • Funds reported $3.16B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2022, up 11% quarter-over-quarter.
  • 64 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2022 and 23 closed out, a net change of +41 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $156M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2022 was Eaton Vance Management, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2022.