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Dimensional World ex US Core Equity 2 ETF

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 85

13% more funds holding

Funds holding: 284322 (+38)

11.35% more ownership

Funds ownership: 58.98%70.33% (+11%)

11% more capital invested

Capital invested by funds: $2.85B → $3.16B (+$303M)

7% more funds holding in top 10

Funds holding in top 10: 6064 (+4)

Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.42%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$4.76M -$24.4K -1,050 -0.5%
IWC
102
Integrated Wealth Concepts
Massachusetts
$4.7M +$5.1M +219,198 New
IFS
103
Intelligent Financial Strategies
Minnesota
$4.58M +$3.11M +133,534 +166%
DY
104
Dowling & Yahnke
California
$4.54M +$5.82K +250 +0.1%
B
105
Bridgeworth
Alabama
$4.5M -$48.5K -2,086 -1%
IAN
106
Integrated Advisors Network
Texas
$4.42M +$277K +11,888 +6%
RCI
107
RS Crum Inc
California
$4.41M +$645K +27,698 +16%
AC
108
Applied Capital
Arkansas
$4.36M -$2.57M -110,317 -35%
PAS
109
Park Avenue Securities
New York
$4.09M +$56.9K +2,446 +1%
SHFA
110
SC&H Financial Advisors
Maryland
$4.06M +$527K +22,626 +14%
BJL
111
Brighton Jones LLC
Washington
$3.94M +$198K +8,511 +5%
NEWAS
112
N.E.W. Advisory Services
Wisconsin
$3.91M +$4.24M +182,390 New
PFM
113
Phillips Financial Management
Indiana
$3.73M +$4.05M +174,077 New
TB
114
Treynor Bancshares
Iowa
$3.68M +$10.3K +443 +0.3%
MHB
115
Midwest Heritage Bank
Iowa
$3.58M -$1.84M -79,088 -32%
CFO
116
CVA Family Office
Colorado
$3.57M +$9.22K +396 +0.2%
MG
117
MilWealth Group
Wisconsin
$3.51M +$149K +6,422 +4%
MRWM
118
ML&R Wealth Management
Texas
$3.5M +$129K +5,535 +4%
SDH
119
Sloy Dahl & Holst
Washington
$3.49M +$35K +1,502 +0.9%
IAG
120
Investment Advisory Group
Massachusetts
$3.41M -$125K -5,378 -3%
CAM
121
Cresset Asset Management
Illinois
$3.34M +$20.9K +899 +0.6%
RCAG
122
Rehmann Capital Advisory Group
Michigan
$3.19M -$33.9K -1,458 -1%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$3.1M -$114K -4,908 -3%
CL
124
CPWM LLC
Washington
$3.06M -$1.29M -55,350 -28%
CPA
125
Capital Performance Advisors
California
$3.02M -$60.1K -2,583 -2%

DFAX Hedge Fund Activity: Q2 2022 in Review

322 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2022, worth a combined $3.16B — up 11% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAX positions and 23 closed out — a net gain of 41 holders — while 125 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $156M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $85.7M sold.

  • 322 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2022, up from 284 in Q1 2022.
  • Funds reported $3.16B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2022, up 11% quarter-over-quarter.
  • 64 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2022 and 23 closed out, a net change of +41 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $156M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2022 was Eaton Vance Management, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2022.