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Dimensional World ex US Core Equity 2 ETF

449 hedge funds and large institutions have $5.26B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $4.98B → $5.26B (+$281M)

5% more funds holding

Funds holding: 428449 (+21)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 161

0% more funds holding in top 10

Funds holding in top 10: 7676 (0)

1.46% less ownership

Funds ownership: 79.94%78.48% (-1.5%)

Holders
449
Holders Change
+21
Holders Change %
+4.91%
% of All Funds
6.47%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.09%
New
44
Increased
170
Reduced
161
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
101
ERn Financial LLC
Wisconsin
$9.36M +$206K +8,416 +2%
TI
102
Truepoint Inc
Ohio
$9.08M +$49.2K +2,012 +0.6%
HWM
103
Hemington Wealth Management
Virginia
$8.93M -$194K -7,943 -2%
EH
104
Equitable Holdings
New York
$8.74M +$409K +16,719 +5%
SIC
105
SJS Investment Consulting
Ohio
$8.69M +$2.71K +111 +0%
CFGA
106
Cambridge Financial Group (Arizona)
Arizona
$8.54M +$745K +30,454 +10%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$8.41M +$3.82M +156,336 +90%
MFT
108
Moisand Fitzgerald Tamayo
Florida
$8.35M -$41.9K -1,713 -0.5%
Mariner
109
Mariner
Kansas
$8.31M -$89.2K -3,645 -1%
PFA
110
Pure Financial Advisors
California
$8.24M +$80.5K +3,292 +1%
Truist Financial
111
Truist Financial
North Carolina
$8.08M +$245K +10,009 +3%
FNBSF
112
First National Bank Sioux Falls
South Dakota
$7.97M
PWIA
113
Porter White Investment Advisors
Alabama
$7.84M -$257K -10,515 -3%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$7.83M +$610K +24,928 +9%
WCWM
115
Willow Creek Wealth Management
California
$7.74M -$53.8K -2,200 -0.7%
NEWAS
116
N.E.W. Advisory Services
Wisconsin
$7.6M +$944K +38,586 +15%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$7.59M -$124K -5,076 -2%
Creative Planning
118
Creative Planning
Kansas
$7.59M -$70.1K -2,866 -1%
EIA
119
Eldridge Investment Advisors
New Hampshire
$7.58M -$93.8K -3,833 -1%
HWMG
120
Hurlow Wealth Management Group
Indiana
$7.3M +$205K +8,387 +3%
PWM
121
PBMares Wealth Management
Virginia
$7.29M +$94.7K +3,873 +1%
AL
122
Aspiriant LLC
California
$7.15M
HNWA
123
Henrickson Nauta Wealth Advisors
Michigan
$6.9M -$93K -3,803 -1%
LOPW
124
Live Oak Private Wealth
North Carolina
$6.82M +$4.26M +174,010 +185%
PFM
125
Phillips Financial Management
Indiana
$6.75M -$775K -31,670 -11%

DFAX Hedge Fund Activity: Q1 2024 in Review

449 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2024, worth a combined $5.26B — up 5.6% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAX positions and 15 closed out — a net gain of 29 holders — while 170 added to existing stakes and 161 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $36.6M. The largest seller was Prosperity Capital Advisors, cutting an estimated $29.1M.

  • 449 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2024, up from 428 in Q4 2023.
  • Funds reported $5.26B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2024, up 5.6% quarter-over-quarter.
  • 44 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2024 and 15 closed out, a net change of +29 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2024 was GeoWealth Management, an estimated $36.6M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2024 was Prosperity Capital Advisors, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2024.