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Dimensional World ex US Core Equity 2 ETF

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 163

6% more capital invested

Capital invested by funds: $5.44B → $5.75B (+$312M)

3% more funds holding

Funds holding: 469482 (+13)

0% more funds holding in top 10

Funds holding in top 10: 7474 (0)

1.7% less ownership

Funds ownership: 79.14%77.44% (-1.7%)

Holders
482
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.92%
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
36
Increased
186
Reduced
163
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
101
ERn Financial LLC
Wisconsin
$10.3M +$243K +9,376 +3%
IWC
102
Integrated Wealth Concepts
Massachusetts
$10.3M -$90.1K -3,472 -0.9%
FCG
103
Financial Connections Group
California
$10.3M -$211K -8,140 -2%
TI
104
Truepoint Inc
Ohio
$10.2M +$112K +4,324 +1%
SIS
105
Strategic Investment Solutions
Illinois
$10.1M +$202K +7,786 +2%
EWA
106
EP Wealth Advisors
California
$9.79M -$131K -5,061 -1%
PFA
107
Pure Financial Advisors
California
$9.77M -$370K -14,280 -4%
ALWM
108
Andrews Lucia Wealth Management
California
$9.59M +$33.1K +1,276 +0.3%
Truist Financial
109
Truist Financial
North Carolina
$9.43M +$171K +6,608 +2%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$9.43M +$967K +37,265 +12%
OMC
111
Old Mission Capital
Illinois
$9.24M +$8.87M +342,071 New
SIC
112
SJS Investment Consulting
Ohio
$9M -$52.8K -2,037 -0.6%
HWM
113
Hemington Wealth Management
Virginia
$8.92M -$90.3K -3,479 -1%
MFT
114
Moisand Fitzgerald Tamayo
Florida
$8.72M -$67.2K -2,592 -0.8%
CFGA
115
Cambridge Financial Group (Arizona)
Arizona
$8.69M -$182K -7,015 -2%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$8.68M -$611K -23,549 -7%
Mariner
117
Mariner
Kansas
$8.67M +$6.36K +245 +0.1%
Osaic Holdings
118
Osaic Holdings
Arizona
$8.48M -$3.69M -142,278 -31%
FNBSF
119
First National Bank Sioux Falls
South Dakota
$8.44M
PWIA
120
Porter White Investment Advisors
Alabama
$8.2M -$65.1K -2,511 -0.8%
EIA
121
Eldridge Investment Advisors
New Hampshire
$8.14M +$64.5K +2,485 +0.8%
WCWM
122
Willow Creek Wealth Management
California
$8.07M +$58K +2,234 +0.8%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$7.87M -$48.2K -1,858 -0.6%
HWMG
124
Hurlow Wealth Management Group
Indiana
$7.75M +$14.6K +563 +0.2%
SWA
125
Sax Wealth Advisors
New Jersey
$7.71M +$175K +6,753 +2%

DFAX Hedge Fund Activity: Q3 2024 in Review

482 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2024, worth a combined $5.75B — up 5.7% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAX positions and 18 closed out — a net gain of 18 holders — while 186 added to existing stakes and 163 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $288M. The largest seller was Jane Street, cutting an estimated $36.3M.

  • 482 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2024, up from 469 in Q2 2024.
  • Funds reported $5.75B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 36 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2024 and 18 closed out, a net change of +18 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $288M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q3 2024 was Jane Street, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.