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Dimensional World ex US Core Equity 2 ETF
DFAX

217 hedge funds and large institutions have $2.01B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 217 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.72% more ownership

Funds ownership: 0% → 46.72% (+47%)

Holders
217
Holders Change
+217
Holders Change %
–
% of All Funds
3.8%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.4%
New
217
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$285M
2
GT
Glenmede Trust
Pennsylvania
+$155M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$135M
4
PL
Plancorp LLC
Missouri
+$114M
5
LPL Financial
LPL Financial
California
+$112M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
126
Krilogy Financial
Missouri
$684K +$699K +26,417 New
ANTB
127
AMG National Trust Bank
Colorado
$676K +$691K +26,115 New
V
128
Veritable
Delaware
$668K +$683K +25,827 New
EWM
129
Evercore Wealth Management
New York
$656K +$670K +25,330 New
SG
130
Stonnington Group
California
$652K +$666K +25,182 New
WFA
131
Websterrogers Financial Advisors
South Carolina
$638K +$652K +24,637 New
ASI
132
Advisory Services & Investments
Oregon
$614K +$628K +23,741 New
MA
133
Mutual Advisors
Nebraska
$588K +$602K +22,730 New
SCM
134
Sterneck Capital Management
Missouri
$564K +$577K +21,806 New
DADC
135
D.A. Davidson & Co
Montana
$542K +$554K +20,926 New
DI
136
Disciplined Investments
Oklahoma
$505K +$517K +19,523 New
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$494K +$505K +19,080 New
COF
138
Capital One Financial
Virginia
$483K +$494K +18,678 New
KOMWMG
139
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$478K +$489K +18,479 New
Baird Financial Group
140
Baird Financial Group
Wisconsin
$458K +$469K +17,707 New
RJA
141
Raymond James & Associates
Florida
$440K +$449K +16,984 New
S
142
Surevest
California
$438K +$448K +16,934 New
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$434K +$443K +16,757 New
LWAC
144
Laurel Wealth Advisors (California)
California
$424K +$434K +16,402 New
Stifel Financial
145
Stifel Financial
Missouri
$420K +$430K +16,231 New
CMBA
146
C.M. Bidwell & Associates
Hawaii
$412K +$422K +15,930 New
AWA
147
Arete Wealth Advisors
Illinois
$399K +$408K +15,407 New
SMA
148
Sage Mountain Advisors
Georgia
$390K +$399K +15,071 New
CCM
149
Carlson Capital Management
Minnesota
$372K +$380K +14,374 New
FMWA
150
Forvis Mazars Wealth Advisors
Missouri
$371K +$379K +14,328 New
4 5
6
7 8

DFAX Hedge Fund Activity: Q3 2021 in Review

217 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2021, worth a combined $2.01B.

Buyers outnumbered sellers: 217 funds opened new DFAX positions and 0 closed out — a net gain of 217 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $285M.

  • 217 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $2.01B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2021.
  • 217 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2021 and 0 closed out, a net change of +217 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2021 was Buckingham Strategic Wealth, an estimated $285M added.

Based on aggregated 13F filings for Q3 2021.