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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
HWM
126
Hassell Wealth Management
Louisiana
$6.71M -$22.2K -909 -0.3%
WIM
127
Warwick Investment Management
Texas
$6.71M -$1.04M -42,601 -14%
PAS
128
Park Avenue Securities
New York
$6.66M +$613K +25,052 +11%
MCA
129
Magnolia Capital Advisors
Mississippi
$6.65M +$292K +11,921 +5%
MG
130
Mather Group
Illinois
$6.52M -$2.21M -90,507 -25%
MG
131
MilWealth Group
Wisconsin
$6.5M +$103K +4,208 +2%
BAM
132
Bayshore Asset Management
Florida
$6.25M -$354K -14,478 -6%
DWA
133
Delap Wealth Advisory
Oregon
$6.17M -$1.98K -81 -0%
PCM
134
Peirce Capital Management
Texas
$6.11M -$109K -4,456 -2%
DWM
135
Dopkins Wealth Management
New York
$6.03M +$1.04M +42,671 +22%
MML Investors Services
136
MML Investors Services
Massachusetts
$5.99M +$3.43M +140,021 +147%
RC
137
RBF Capital
California
$5.63M
DPW
138
DiNuzzo Private Wealth
Pennsylvania
$5.6M -$21.1K -862 -0.4%
Betterment LLC
139
Betterment LLC
New York
$5.36M +$24.9K +1,019 +0.5%
TFA
140
Tranquilli Financial Advisor
New Jersey
$5.29M +$401K +16,404 +9%
AC
141
AWM Capital
Arizona
$5.18M -$57.2K -2,339 -1%
WWP
142
Walden Wealth Partners
Ohio
$5.13M -$58.3K -2,385 -1%
FWM
143
FMB Wealth Management
California
$5.12M +$546K +22,306 +12%
SHFA
144
SC&H Financial Advisors
Maryland
$5.04M +$81.8K +3,346 +2%
IAN
145
Integrated Advisors Network
Texas
$4.99M -$21.1K -861 -0.4%
TB
146
Treynor Bancshares
Iowa
$4.64M +$687K +28,094 +18%
IAG
147
Investment Advisory Group
Massachusetts
$4.63M -$197K -8,058 -4%
RIP
148
RAM Investment Partners
Washington
$4.47M -$157K -6,414 -4%
HWMT
149
Heritage Wealth Management (Texas)
Texas
$4.19M +$75.5K +3,085 +2%
RCI
150
RS Crum Inc
California
$4.18M -$193K -7,901 -5%

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.