Dimensional World ex US Core Equity 2 ETF
DFAX
304 hedge funds and large institutions have $3.24B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 13 closing their positions.
677% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 13
187% more funds holding in top 10
Funds holding in top 10: 23 → 66 (+43)
82% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 56
62% more capital invested
Capital invested by funds: $2.01B → $3.24B (+$1.24B)
40% more funds holding
Funds holding: 217 → 304 (+87)
20.76% more ownership
Funds ownership: 46.72% → 67.49% (+21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$86.8M |
| 2 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
+$30.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$29.3M |
| 4 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$28.6M |
| 5 |
BWA
BlueSky Wealth Advisors
New Bern,
North Carolina
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$16.2M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$12.6M |
| 3 |
EAM
Evanson Asset Management
Carmel,
California
|
-$11.6M |
| 4 |
SWM
Soundmark Wealth Management
Kirkland,
Washington
|
-$7.07M |
| 5 |
CWM
Cedar Wealth Management
Walnut Creek,
California
|
-$2.73M |
DFAX Hedge Fund Activity: Q4 2021 in Review
304 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2021, worth a combined $3.24B — up 62% from $2.01B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new DFAX positions and 13 closed out — a net gain of 88 holders — while 102 added to existing stakes and 56 trimmed.
The largest buyer was Eaton Vance Management, opening a new position worth an estimated $86.8M. The largest seller was OneDigital Investment Advisors, cutting an estimated $16.2M.
- 304 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2021, up from 217 in Q3 2021.
- Funds reported $3.24B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2021, up 62% quarter-over-quarter.
- 101 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2021 and 13 closed out, a net change of +88 holders.
- The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2021 was Eaton Vance Management, an estimated $86.8M added.
- The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2021 was OneDigital Investment Advisors, an estimated $16.2M sold.
Based on aggregated 13F filings for Q4 2021.