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Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 122

11% more capital invested

Capital invested by funds: $4.06B → $4.5B (+$434M)

4% more funds holding

Funds holding: 377391 (+14)

0.19% more ownership

Funds ownership: 77.49%77.68% (+0.19%)

6% less funds holding in top 10

Funds holding in top 10: 8176 (-5)

Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.14%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.19%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
101
ERn Financial LLC
Wisconsin
$7.35M +$376K +16,154 +5%
FNBSF
102
First National Bank Sioux Falls
South Dakota
$7.3M
Truist Financial
103
Truist Financial
North Carolina
$7.27M +$26.8K +1,152 +0.4%
OMC
104
Old Mission Capital
Illinois
$7.23M +$7.23M +310,366 New
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$7.19M -$315K -13,522 -4%
MCA
106
Magnolia Capital Advisors
Mississippi
$7.11M -$191K -8,198 -3%
EH
107
Equitable Holdings
New York
$7.09M +$153K +6,558 +2%
Creative Planning
108
Creative Planning
Kansas
$7.05M +$248K +10,661 +4%
HWM
109
Hassell Wealth Management
Louisiana
$6.91M -$1.17M -50,367 -15%
BAG
110
Briggs Advisory Group
Rhode Island
$6.84M +$51.6K +2,216 +0.8%
EIA
111
Eldridge Investment Advisors
New Hampshire
$6.84M +$395K +16,954 +6%
PWM
112
PBMares Wealth Management
Virginia
$6.84M +$22.2K +953 +0.3%
Stifel Financial
113
Stifel Financial
Missouri
$6.76M +$5.5M +236,013 +436%
CWS
114
Confluence Wealth Services
Pennsylvania
$6.64M +$305K +13,095 +5%
AL
115
Aspiriant LLC
California
$6.55M -$50.5K -2,169 -0.8%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$6.52M -$93.4K -4,009 -1%
HWMG
117
Hurlow Wealth Management Group
Indiana
$6.49M +$34.8K +1,495 +0.5%
HNWA
118
Henrickson Nauta Wealth Advisors
Michigan
$6.48M -$10.2K -436 -0.2%
WCWM
119
Willow Creek Wealth Management
California
$6.42M -$45K -1,932 -0.7%
BAM
120
Bayshore Asset Management
Florida
$6.29M -$48K -2,059 -0.8%
DWA
121
Delap Wealth Advisory
Oregon
$5.73M +$3.33K +143 +0.1%
Betterment LLC
122
Betterment LLC
New York
$5.64M -$976K -41,921 -15%
JP Morgan Chase
123
JP Morgan Chase
New York
$5.49M +$2.54M +109,196 +86%
PAS
124
Park Avenue Securities
New York
$5.42M +$32K +1,372 +0.6%
RC
125
RBF Capital
California
$5.39M

DFAX Hedge Fund Activity: Q2 2023 in Review

391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2023, worth a combined $4.5B — up 11% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFAX positions and 7 closed out — a net gain of 19 holders — while 175 added to existing stakes and 122 trimmed.

The largest buyer was Jane Street, adding an estimated $110M. The largest seller was Summit Wealth Group, cutting an estimated $78.5M.

  • 391 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2023, up from 377 in Q1 2023.
  • Funds reported $4.5B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 26 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2023 and 7 closed out, a net change of +19 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2023 was Jane Street, an estimated $110M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2023.