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Dimensional World ex US Core Equity 2 ETF

536 hedge funds and large institutions have $5.78B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 217 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 142

18% more funds holding in top 10

Funds holding in top 10: 7487 (+13)

11% more funds holding

Funds holding: 482536 (+54)

4.67% more ownership

Funds ownership: 77.44%82.11% (+4.7%)

1% more capital invested

Capital invested by funds: $5.75B → $5.78B (+$32.7M)

Holders
536
Holders Change
+54
Holders Change %
+11.2%
% of All Funds
7.06%
Holding in Top 10
87
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.57%
% of All Funds
1.15%
New
91
Increased
217
Reduced
142
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$18.1M +$1.06M +41,136 +6%
MG
77
MilWealth Group
Wisconsin
$17.6M +$11.5M +443,863 +169%
CSIA
78
Conrad Siegel Investment Advisors
Pennsylvania
$17M +$1.57M +60,667 +10%
GMA
79
Glassy Mountain Advisors
Maryland
$16.9M +$599K +23,166 +4%
SC
80
Savant Capital
Illinois
$16.9M -$221K -8,554 -1%
DWM
81
David Wealth Management
Virginia
$16.8M +$17.5M +677,356 New
KAS
82
Kestra Advisory Services
Texas
$16.8M +$1.33M +51,361 +8%
CFA
83
Cahill Financial Advisors
Minnesota
$16.2M +$27.7K +1,072 +0.2%
VFP
84
Vested Financial Planning
California
$15.8M +$16.5M +636,212 New
SFA
85
Sequoia Financial Advisors
Ohio
$15.7M +$681K +26,343 +4%
WC
86
Wolfstich Capital
Massachusetts
$15.6M +$16.2M +625,980 New
EWA
87
EP Wealth Advisors
California
$15.5M +$6.71M +259,257 +72%
HIA
88
HTG Investment Advisors
Connecticut
$15.4M +$369K +14,268 +2%
MWM
89
Momentous Wealth Management
Washington
$15.2M +$15.8M +612,299 New
EP
90
Essential Planning
New Hampshire
$15.1M +$14.8M +572,456 +6,400%
PP
91
Prosperity Planning
Missouri
$15M -$77.2K -2,986 -0.5%
IA
92
IFG Advisory
Georgia
$14.4M +$623K +24,092 +4%
LFGO
93
Legacy Financial Group (Oklahoma)
Oklahoma
$14.2M +$1.19M +45,970 +9%
BJL
94
Brighton Jones LLC
Washington
$14.1M +$1.19M +45,872 +9%
CWM
95
Cherrydale Wealth Management
New Jersey
$14.1M -$1.45M -55,924 -9%
EFP
96
Elser Financial Planning
Indiana
$13.9M +$13.9M +536,860 +2,407%
GFA
97
Grunden Financial Advisory
Texas
$13.8M -$18.9K -732 -0.1%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$13.4M -$16.4M -633,815 -54%
GWM
99
Grand Wealth Management
Michigan
$13.3M -$981K -37,904 -7%
TCM
100
Tassel Capital Management
North Carolina
$13M +$13.6M +524,125 New

DFAX Hedge Fund Activity: Q4 2024 in Review

536 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2024, worth a combined $5.78B — up 0.57% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFAX positions and 30 closed out — a net gain of 61 holders — while 217 added to existing stakes and 142 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $45.9M. The largest seller was UBS Group, cutting an estimated $46.1M.

  • 536 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2024, up from 482 in Q3 2024.
  • Funds reported $5.78B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2024, up 0.57% quarter-over-quarter.
  • 91 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2024 and 30 closed out, a net change of +61 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $45.9M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2024 was UBS Group, an estimated $46.1M sold.

Based on aggregated 13F filings for Q4 2024.