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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.44B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 166 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

4% more funds holding

Funds holding: 449469 (+20)

3% more capital invested

Capital invested by funds: $5.26B → $5.44B (+$180M)

3% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 166

0.66% more ownership

Funds ownership: 78.48%79.14% (+0.66%)

3% less funds holding in top 10

Funds holding in top 10: 7674 (-2)

Holders
469
Holders Change
+20
Holders Change %
+4.45%
% of All Funds
6.77%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
42
Increased
171
Reduced
166
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCOTS
101
Trust Company of the South
North Carolina
$9.91M -$476K -18,644 -5%
FCG
102
Financial Connections Group
California
$9.86M +$264K +10,326 +3%
IWC
103
Integrated Wealth Concepts
Massachusetts
$9.79M -$422K -16,504 -4%
ALWM
104
Andrews Lucia Wealth Management
California
$9.56M
PFA
105
Pure Financial Advisors
California
$9.55M +$1.32M +51,793 +16%
SIS
106
Strategic Investment Solutions
Illinois
$9.55M +$9.39M +367,416 New
TI
107
Truepoint Inc
Ohio
$9.54M +$470K +18,380 +5%
EFL
108
ERn Financial LLC
Wisconsin
$9.48M +$128K +5,014 +1%
EWA
109
EP Wealth Advisors
California
$9.34M -$85.2K -3,334 -0.9%
EH
110
Equitable Holdings
New York
$8.92M +$179K +7,010 +2%
HWM
111
Hemington Wealth Management
Virginia
$8.89M -$28.4K -1,110 -0.3%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$8.76M +$363K +14,196 +4%
Truist Financial
113
Truist Financial
North Carolina
$8.7M +$635K +24,829 +8%
SIC
114
SJS Investment Consulting
Ohio
$8.52M -$170K -6,668 -2%
CFGA
115
Cambridge Financial Group (Arizona)
Arizona
$8.35M -$178K -6,980 -2%
MFT
116
Moisand Fitzgerald Tamayo
Florida
$8.27M -$71.6K -2,802 -0.9%
Mariner
117
Mariner
Kansas
$8.16M -$153K -5,995 -2%
FNBSF
118
First National Bank Sioux Falls
South Dakota
$7.95M -$12.8K -500 -0.2%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$7.92M +$102K +4,004 +1%
PWIA
120
Porter White Investment Advisors
Alabama
$7.78M -$53.7K -2,101 -0.7%
EIA
121
Eldridge Investment Advisors
New Hampshire
$7.6M +$19.3K +757 +0.3%
WCWM
122
Willow Creek Wealth Management
California
$7.54M -$196K -7,653 -3%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$7.45M -$135K -5,290 -2%
HWMG
124
Hurlow Wealth Management Group
Indiana
$7.28M -$12.4K -486 -0.2%
PWM
125
PBMares Wealth Management
Virginia
$7.23M -$59.2K -2,318 -0.8%

DFAX Hedge Fund Activity: Q2 2024 in Review

469 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2024, worth a combined $5.44B — up 3.4% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAX positions and 17 closed out — a net gain of 25 holders — while 171 added to existing stakes and 166 trimmed.

The largest buyer was Jane Street, adding an estimated $58.5M. The largest seller was Envestnet Asset Management, cutting an estimated $31.6M.

  • 469 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2024, up from 449 in Q1 2024.
  • Funds reported $5.44B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 42 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2024 and 17 closed out, a net change of +25 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2024 was Jane Street, an estimated $58.5M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2024.