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Dimensional World ex US Core Equity 2 ETF

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 163

6% more capital invested

Capital invested by funds: $5.44B → $5.75B (+$312M)

3% more funds holding

Funds holding: 469482 (+13)

0% more funds holding in top 10

Funds holding in top 10: 7474 (0)

1.7% less ownership

Funds ownership: 79.14%77.44% (-1.7%)

Holders
482
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.92%
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
36
Increased
186
Reduced
163
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$16.8M -$1.57M -60,382 -9%
CWM
77
Cherrydale Wealth Management
New Jersey
$16.8M +$69.1K +2,662 +0.4%
PP
78
Prosperity Planning
Missouri
$16.4M -$304K -11,718 -2%
SFA
79
Sequoia Financial Advisors
Ohio
$16.4M -$4.61M -177,666 -23%
HIA
80
HTG Investment Advisors
Connecticut
$16.3M +$352K +13,567 +2%
GWM
81
Grand Wealth Management
Michigan
$15.5M -$26.5K -1,023 -0.2%
CA
82
Claris Advisors
Missouri
$15M +$1.23M +47,428 +9%
IA
83
IFG Advisory
Georgia
$15M +$394K +15,197 +3%
GFA
84
Grunden Financial Advisory
Texas
$15M +$286K +11,007 +2%
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$14.6M -$414K -15,957 -3%
BJL
86
Brighton Jones LLC
Washington
$14.1M +$885K +34,106 +7%
MWM
87
Modera Wealth Management
New Jersey
$13.7M -$247K -9,525 -2%
LFGO
88
Legacy Financial Group (Oklahoma)
Oklahoma
$13.6M +$1.83M +70,643 +15%
LFA
89
Lauterbach Financial Advisors
Texas
$12.5M +$50K +1,928 +0.4%
NRWA
90
North Ridge Wealth Advisors
Oregon
$12.5M +$192K +7,396 +2%
SP
91
Symmetry Partners
Connecticut
$12.5M -$11.3M -436,975 -49%
RWM
92
Ruedi Wealth Management
Illinois
$12.4M -$273K -10,509 -2%
JP Morgan Chase
93
JP Morgan Chase
New York
$12.1M +$289K +11,125 +3%
Creative Planning
94
Creative Planning
Kansas
$11M +$152K +5,843 +1%
ATI
95
ARK & TLK Investments
Oklahoma
$10.8M -$545K -20,998 -5%
RSWM
96
Robertson Stephens Wealth Management
California
$10.8M -$105K -4,043 -1%
SOAG
97
Silver Oak Advisory Group
Oregon
$10.7M +$16.7K +645 +0.2%
AIS
98
American Investment Services
Massachusetts
$10.6M -$295K -11,381 -3%
EH
99
Equitable Holdings
New York
$10.6M +$1.04M +40,076 +11%
TCOTS
100
Trust Company of the South
North Carolina
$10.4M -$113K -4,348 -1%

DFAX Hedge Fund Activity: Q3 2024 in Review

482 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2024, worth a combined $5.75B — up 5.7% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAX positions and 18 closed out — a net gain of 18 holders — while 186 added to existing stakes and 163 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $288M. The largest seller was Jane Street, cutting an estimated $36.3M.

  • 482 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2024, up from 469 in Q2 2024.
  • Funds reported $5.75B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 36 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2024 and 18 closed out, a net change of +18 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $288M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q3 2024 was Jane Street, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.