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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
AL
126
Aspiriant LLC
California
$7.14M
SWA
127
Sax Wealth Advisors
New Jersey
$7.08M +$5.12M +200,288 +256%
WIM
128
Warwick Investment Management
Texas
$7.05M +$349K +13,662 +5%
MCA
129
Magnolia Capital Advisors
Mississippi
$6.99M +$122K +4,787 +2%
LOPW
130
Live Oak Private Wealth
North Carolina
$6.98M +$162K +6,335 +2%
HNWA
131
Henrickson Nauta Wealth Advisors
Michigan
$6.93M +$2.91K +114 +0%
HWM
132
Hassell Wealth Management
Louisiana
$6.86M -$6.75K -264 -0.1%
MG
133
MilWealth Group
Wisconsin
$6.66M +$167K +6,519 +3%
MG
134
Mather Group
Illinois
$6.65M -$147K -5,741 -2%
PFM
135
Phillips Financial Management
Indiana
$6.54M -$205K -8,023 -3%
MML Investors Services
136
MML Investors Services
Massachusetts
$6.49M +$506K +19,781 +8%
PCM
137
Peirce Capital Management
Texas
$6.43M +$324K +12,674 +5%
Betterment LLC
138
Betterment LLC
New York
$6.09M +$741K +28,990 +14%
BAM
139
Bayshore Asset Management
Florida
$6.04M -$210K -8,236 -3%
DWM
140
Dopkins Wealth Management
New York
$5.92M -$104K -4,072 -2%
FWM
141
FMB Wealth Management
California
$5.89M +$777K +30,386 +15%
PAS
142
Park Avenue Securities
New York
$5.84M -$821K -32,139 -12%
DPW
143
DiNuzzo Private Wealth
Pennsylvania
$5.54M -$50.2K -1,963 -0.9%
TFA
144
Tranquilli Financial Advisor
New Jersey
$5.42M +$122K +4,780 +2%
RC
145
RBF Capital
California
$5.37M -$256K -10,000 -5%
SHFA
146
SC&H Financial Advisors
Maryland
$5.21M +$181K +7,073 +4%
WWP
147
Walden Wealth Partners
Ohio
$5.17M +$22.8K +891 +0.4%
AC
148
AWM Capital
Arizona
$5.05M -$124K -4,837 -2%
IAN
149
Integrated Advisors Network
Texas
$4.99M +$7.69K +301 +0.2%
IAG
150
Investment Advisory Group
Massachusetts
$4.69M +$71.2K +2,786 +2%

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.