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Dimensional World ex US Core Equity 2 ETF
DFAX

217 hedge funds and large institutions have $2.01B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 217 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.72% more ownership

Funds ownership: 0% → 46.72% (+47%)

Holders
217
Holders Change
+217
Holders Change %
–
% of All Funds
3.8%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.4%
New
217
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$285M
2
GT
Glenmede Trust
Pennsylvania
+$155M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$135M
4
PL
Plancorp LLC
Missouri
+$114M
5
LPL Financial
LPL Financial
California
+$112M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
101
Tortoise Investment Management
New York
$1.13M +$1.16M +43,798 New
VWA
102
VERITY Wealth Advisors
United States
$1.13M +$1.16M +43,719 New
MFG
103
Merit Financial Group
Georgia
$1.1M +$1.12M +42,437 New
GWS
104
Glassman Wealth Services
Virginia
$1.09M +$1.12M +42,218 New
SDWIA
105
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.09M +$1.12M +42,227 New
VFP
106
Verus Financial Partners
Virginia
$1.09M +$1.09M +41,031 New
CW
107
CreativeOne Wealth
Kansas
$1.09M +$1.11M +41,952 New
PCA
108
Pallas Capital Advisors
Massachusetts
$1.06M +$1.06M +39,981 New
FOA
109
Five Oceans Advisors
California
$1.04M +$1.07M +40,353 New
RW
110
RVW Wealth
California
$1M +$734K +27,749 New
H
111
HoyleCohen
California
$963K +$985K +37,215 New
APW
112
Aurora Private Wealth
New Jersey
$868K +$888K +33,546 New
QPWM
113
Quadrant Private Wealth Management
Pennsylvania
$857K +$876K +33,119 New
JMPWA
114
JP Morgan Private Wealth Advisors
California
$836K +$855K +32,321 New
IWN
115
Independent Wealth Network
Iowa
$818K +$813K +30,716 New
5L
116
55I LLC
Massachusetts
$809K +$827K +31,252 New
AWM
117
AE Wealth Management
Kansas
$787K +$804K +30,394 New
SRC
118
Sage Rhino Capital
California
$787K +$805K +30,405 New
PIFP
119
Partners in Financial Planning
Virginia
$768K +$785K +29,665 New
NHC
120
Nicholas Hoffman & Company
Georgia
$732K +$748K +28,269 New
RSWM
121
Robertson Stephens Wealth Management
California
$729K +$746K +28,189 New
CA
122
CGN Advisors
Kansas
$714K +$730K +27,600 New
NAS
123
Nicolet Advisory Services
Wisconsin
$713K +$729K +27,540 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$693K +$709K +26,793 New
MGIA
125
Moneta Group Investment Advisors
Missouri
$692K +$708K +26,739 New
3 4
5
6 7

DFAX Hedge Fund Activity: Q3 2021 in Review

217 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2021, worth a combined $2.01B.

Buyers outnumbered sellers: 217 funds opened new DFAX positions and 0 closed out — a net gain of 217 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $285M.

  • 217 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $2.01B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2021.
  • 217 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2021 and 0 closed out, a net change of +217 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2021 was Buckingham Strategic Wealth, an estimated $285M added.

Based on aggregated 13F filings for Q3 2021.