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Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 122

11% more capital invested

Capital invested by funds: $4.06B → $4.5B (+$434M)

4% more funds holding

Funds holding: 377391 (+14)

0.19% more ownership

Funds ownership: 77.49%77.68% (+0.19%)

6% less funds holding in top 10

Funds holding in top 10: 8176 (-5)

Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.14%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.19%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Soundmark Wealth Management
Washington
$10.7M +$268K +11,501 +3%
KAS
77
Kestra Advisory Services
Texas
$10.1M -$1.29M -55,349 -11%
AIS
78
American Investment Services
Massachusetts
$10.1M -$973K -41,777 -9%
CSIA
79
Conrad Siegel Investment Advisors
Pennsylvania
$10.1M +$496K +21,311 +5%
CA
80
Claris Advisors
Missouri
$10M +$319K +13,685 +3%
NRWA
81
North Ridge Wealth Advisors
Oregon
$9.81M +$97.2K +4,173 +1%
CFA
82
Cahill Financial Advisors
Minnesota
$9.72M +$744K +31,925 +8%
CWM
83
Cherrydale Wealth Management
New Jersey
$9.65M +$62K +2,662 +0.6%
RWM
84
Ruedi Wealth Management
Illinois
$9.45M +$951K +40,838 +11%
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$9.23M +$892K +38,316 +11%
HWM
86
Hemington Wealth Management
Virginia
$9.23M -$377K -16,186 -4%
ALWM
87
Andrews Lucia Wealth Management
California
$9.15M -$425K -18,258 -4%
IWC
88
Integrated Wealth Concepts
Massachusetts
$8.88M +$3.38K +145 +0%
MG
89
Mather Group
Illinois
$8.62M -$717K -30,797 -8%
TI
90
Truepoint Inc
Ohio
$8.41M -$23.5K -1,009 -0.3%
SIC
91
SJS Investment Consulting
Ohio
$8.34M -$238K -10,222 -3%
MFT
92
Moisand Fitzgerald Tamayo
Florida
$8.17M -$67.4K -2,895 -0.8%
FCG
93
Financial Connections Group
California
$8M -$75.9K -3,258 -0.9%
Mariner
94
Mariner
Kansas
$7.96M +$44.4K +1,906 +0.6%
SOAG
95
Silver Oak Advisory Group
Oregon
$7.92M +$596K +25,581 +8%
LFGO
96
Legacy Financial Group (Oklahoma)
Oklahoma
$7.78M +$841K +36,126 +12%
PFM
97
Phillips Financial Management
Indiana
$7.58M -$536K -23,034 -7%
BJL
98
Brighton Jones LLC
Washington
$7.44M +$564K +24,225 +8%
WIM
99
Warwick Investment Management
Texas
$7.4M +$36.1K +1,550 +0.5%
PWIA
100
Porter White Investment Advisors
Alabama
$7.35M -$180K -7,734 -2%

DFAX Hedge Fund Activity: Q2 2023 in Review

391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2023, worth a combined $4.5B — up 11% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFAX positions and 7 closed out — a net gain of 19 holders — while 175 added to existing stakes and 122 trimmed.

The largest buyer was Jane Street, adding an estimated $110M. The largest seller was Summit Wealth Group, cutting an estimated $78.5M.

  • 391 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2023, up from 377 in Q1 2023.
  • Funds reported $4.5B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 26 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2023 and 7 closed out, a net change of +19 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2023 was Jane Street, an estimated $110M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2023.