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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
LOPW
126
Live Oak Private Wealth
North Carolina
$7.52M +$105K +4,033 +1%
WIM
127
Warwick Investment Management
Texas
$7.5M +$6.25K +241 +0.1%
PWM
128
PBMares Wealth Management
Virginia
$7.44M -$234K -9,029 -3%
HNWA
129
Henrickson Nauta Wealth Advisors
Michigan
$7.37M
VBA
130
von Borstel & Associates
Oregon
$7.1M +$6.82M +262,930 New
MG
131
MilWealth Group
Wisconsin
$7.08M +$5.08K +196 +0.1%
HWM
132
Hassell Wealth Management
Louisiana
$6.85M -$57.3K -2,207 -0.8%
FWM
133
FMB Wealth Management
California
$6.84M +$556K +21,439 +9%
PFM
134
Phillips Financial Management
Indiana
$6.83M -$111K -4,280 -2%
Betterment LLC
135
Betterment LLC
New York
$6.73M +$244K +9,418 +4%
PCM
136
Peirce Capital Management
Texas
$6.72M -$111K -4,284 -2%
MCA
137
Magnolia Capital Advisors
Mississippi
$6.55M -$849K -32,718 -12%
DWA
138
Delap Wealth Advisory
Oregon
$6.52M -$6.28M -242,012 -50%
MG
139
Mather Group
Illinois
$6.02M -$994K -38,313 -15%
BAM
140
Bayshore Asset Management
Florida
$6.01M -$392K -15,102 -6%
DPW
141
DiNuzzo Private Wealth
Pennsylvania
$5.81M -$74.9K -2,888 -1%
WANY
142
Wealthspire Advisors (New York)
New York
$5.74M +$5.51M +212,518 New
PAS
143
Park Avenue Securities
New York
$5.73M -$457K -17,615 -8%
TFA
144
Tranquilli Financial Advisor
New Jersey
$5.72M -$26.9K -1,035 -0.5%
RC
145
RBF Capital
California
$5.71M
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$5.69M +$1.62M +62,456 +42%
SHFA
147
SC&H Financial Advisors
Maryland
$5.68M +$136K +5,244 +3%
IAN
148
Integrated Advisors Network
Texas
$5.51M +$194K +7,481 +4%
AC
149
AWM Capital
Arizona
$5.41M +$48.7K +1,878 +0.9%
RCI
150
RS Crum Inc
California
$4.87M +$21.9K +844 +0.5%

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.