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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.44B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 166 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

4% more funds holding

Funds holding: 449469 (+20)

3% more capital invested

Capital invested by funds: $5.26B → $5.44B (+$180M)

3% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 166

0.66% more ownership

Funds ownership: 78.48%79.14% (+0.66%)

3% less funds holding in top 10

Funds holding in top 10: 7674 (-2)

Holders
469
Holders Change
+20
Holders Change %
+4.45%
% of All Funds
6.77%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
42
Increased
171
Reduced
166
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cherrydale Wealth Management
New Jersey
$15.8M +$1.01M +39,347 +7%
PP
77
Prosperity Planning
Missouri
$15.8M -$280K -10,963 -2%
CFA
78
Cahill Financial Advisors
Minnesota
$15.3M +$490K +19,165 +3%
CSIA
79
Conrad Siegel Investment Advisors
Pennsylvania
$15.1M +$758K +29,658 +5%
HIA
80
HTG Investment Advisors
Connecticut
$15M +$59.4K +2,325 +0.4%
GWM
81
Grand Wealth Management
Michigan
$14.6M -$1.52M -59,538 -9%
FMWA
82
Forvis Mazars Wealth Advisors
Missouri
$14.1M +$474K +18,547 +3%
EFP
83
Elser Financial Planning
Indiana
$14M +$14.1M +550,849 New
GFA
84
Grunden Financial Advisory
Texas
$13.8M -$108K -4,210 -0.8%
IA
85
IFG Advisory
Georgia
$13.7M +$229K +8,946 +2%
MWM
86
Modera Wealth Management
New Jersey
$13.1M -$431K -16,884 -3%
CA
87
Claris Advisors
Missouri
$12.9M -$403K -15,776 -3%
BJL
88
Brighton Jones LLC
Washington
$12.4M +$1.33M +52,130 +12%
DWA
89
Delap Wealth Advisory
Oregon
$12.3M +$6.16M +241,083 +99%
RWM
90
Ruedi Wealth Management
Illinois
$11.9M +$141K +5,523 +1%
Osaic Holdings
91
Osaic Holdings
Arizona
$11.6M -$6.15M -240,661 -35%
LFGO
92
Legacy Financial Group (Oklahoma)
Oklahoma
$11.6M +$594K +23,232 +5%
NRWA
93
North Ridge Wealth Advisors
Oregon
$11.6M +$219K +8,568 +2%
LFA
94
Lauterbach Financial Advisors
Texas
$11.6M -$85.9K -3,362 -0.7%
JP Morgan Chase
95
JP Morgan Chase
New York
$11.1M +$533K +20,868 +5%
ATI
96
ARK & TLK Investments
Oklahoma
$10.7M -$77K -3,015 -0.7%
AIS
97
American Investment Services
Massachusetts
$10.3M -$120K -4,701 -1%
Creative Planning
98
Creative Planning
Kansas
$10.2M +$2.67M +104,547 +35%
RSWM
99
Robertson Stephens Wealth Management
California
$10.2M -$1.47M -57,410 -12%
SOAG
100
Silver Oak Advisory Group
Oregon
$10M +$576K +22,554 +6%

DFAX Hedge Fund Activity: Q2 2024 in Review

469 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2024, worth a combined $5.44B — up 3.4% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAX positions and 17 closed out — a net gain of 25 holders — while 171 added to existing stakes and 166 trimmed.

The largest buyer was Jane Street, adding an estimated $58.5M. The largest seller was Envestnet Asset Management, cutting an estimated $31.6M.

  • 469 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2024, up from 449 in Q1 2024.
  • Funds reported $5.44B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 42 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2024 and 17 closed out, a net change of +25 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2024 was Jane Street, an estimated $58.5M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2024.