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Dimensional World ex US Core Equity 2 ETF

449 hedge funds and large institutions have $5.26B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $4.98B → $5.26B (+$281M)

5% more funds holding

Funds holding: 428449 (+21)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 161

0% more funds holding in top 10

Funds holding in top 10: 7676 (0)

1.46% less ownership

Funds ownership: 79.94%78.48% (-1.5%)

Holders
449
Holders Change
+21
Holders Change %
+4.91%
% of All Funds
6.47%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.09%
New
44
Increased
170
Reduced
161
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cherrydale Wealth Management
New Jersey
$14.8M +$810K +33,103 +6%
CSIA
77
Conrad Siegel Investment Advisors
Pennsylvania
$14.3M +$2.22M +90,680 +19%
GFA
78
Grunden Financial Advisory
Texas
$14M -$252K -10,307 -2%
FMWA
79
Forvis Mazars Wealth Advisors
Missouri
$13.7M +$1.42M +57,855 +12%
MWM
80
Modera Wealth Management
New Jersey
$13.6M -$112K -4,582 -0.9%
IA
81
IFG Advisory
Georgia
$13.5M -$336K -13,755 -3%
CA
82
Claris Advisors
Missouri
$13.3M -$6.61K -270 -0.1%
SWM
83
Soundmark Wealth Management
Washington
$12.9M +$344K +14,082 +3%
SC
84
Savant Capital
Illinois
$12.1M -$1.44M -58,829 -11%
LFA
85
Lauterbach Financial Advisors
Texas
$11.9M -$442K -18,049 -4%
RWM
86
Ruedi Wealth Management
Illinois
$11.8M +$87.3K +3,569 +0.8%
RSWM
87
Robertson Stephens Wealth Management
California
$11.7M -$379K -15,479 -3%
NRWA
88
North Ridge Wealth Advisors
Oregon
$11.4M +$182K +7,437 +2%
BJL
89
Brighton Jones LLC
Washington
$11.1M +$610K +24,939 +6%
LFGO
90
Legacy Financial Group (Oklahoma)
Oklahoma
$11M +$1.28M +52,291 +14%
ATI
91
ARK & TLK Investments
Oklahoma
$10.8M -$108K -4,429 -1%
JP Morgan Chase
92
JP Morgan Chase
New York
$10.6M +$854K +34,909 +9%
AIS
93
American Investment Services
Massachusetts
$10.4M -$142K -5,796 -1%
TCOTS
94
Trust Company of the South
North Carolina
$10.4M -$166K -6,806 -2%
IWC
95
Integrated Wealth Concepts
Massachusetts
$10.2M -$629K -25,714 -6%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$10M -$263K -10,733 -3%
FCG
97
Financial Connections Group
California
$9.6M +$662K +27,073 +8%
ALWM
98
Andrews Lucia Wealth Management
California
$9.56M -$1K -41 -0%
SOAG
99
Silver Oak Advisory Group
Oregon
$9.47M +$144K +5,897 +2%
EWA
100
EP Wealth Advisors
California
$9.43M -$107K -4,367 -1%

DFAX Hedge Fund Activity: Q1 2024 in Review

449 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2024, worth a combined $5.26B — up 5.6% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAX positions and 15 closed out — a net gain of 29 holders — while 170 added to existing stakes and 161 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $36.6M. The largest seller was Prosperity Capital Advisors, cutting an estimated $29.1M.

  • 449 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2024, up from 428 in Q4 2023.
  • Funds reported $5.26B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2024, up 5.6% quarter-over-quarter.
  • 44 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2024 and 15 closed out, a net change of +29 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2024 was GeoWealth Management, an estimated $36.6M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2024 was Prosperity Capital Advisors, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2024.