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Dimensional World ex US Core Equity 2 ETF

536 hedge funds and large institutions have $5.78B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 217 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 142

18% more funds holding in top 10

Funds holding in top 10: 7487 (+13)

11% more funds holding

Funds holding: 482536 (+54)

4.67% more ownership

Funds ownership: 77.44%82.11% (+4.7%)

1% more capital invested

Capital invested by funds: $5.75B → $5.78B (+$32.7M)

Holders
536
Holders Change
+54
Holders Change %
+11.2%
% of All Funds
7.06%
Holding in Top 10
87
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.57%
% of All Funds
1.15%
New
91
Increased
217
Reduced
142
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
126
Truist Financial
North Carolina
$8.73M +$53K +2,050 +0.6%
HWM
127
Hemington Wealth Management
Virginia
$8.56M -$52.5K -2,030 -0.6%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$8.3M +$332K +12,845 +4%
SIC
129
SJS Investment Consulting
Ohio
$8.23M -$53.5K -2,070 -0.6%
Mariner
130
Mariner
Kansas
$8.02M +$39.4K +1,524 +0.5%
CFGA
131
Cambridge Financial Group (Arizona)
Arizona
$7.94M -$58.6K -2,265 -0.7%
MFT
132
Moisand Fitzgerald Tamayo
Florida
$7.86M -$175K -6,752 -2%
FNBSF
133
First National Bank Sioux Falls
South Dakota
$7.77M
FWM
134
FMB Wealth Management
California
$7.75M +$1.52M +58,729 +23%
PWIA
135
Porter White Investment Advisors
Alabama
$7.65M +$109K +4,210 +1%
HWMG
136
Hurlow Wealth Management Group
Indiana
$7.51M +$395K +15,253 +5%
WCWM
137
Willow Creek Wealth Management
California
$7.5M +$77.6K +3,001 +1%
PWM
138
PBMares Wealth Management
Virginia
$7.26M +$436K +16,837 +6%
Betterment LLC
139
Betterment LLC
New York
$7.23M +$1.08M +41,763 +17%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$7.1M -$147K -5,684 -2%
LOPW
141
Live Oak Private Wealth
North Carolina
$7.02M +$99K +3,828 +1%
EIA
142
Eldridge Investment Advisors
New Hampshire
$6.99M -$521K -20,121 -7%
MCA
143
Magnolia Capital Advisors
Mississippi
$6.83M +$834K +32,246 +13%
SWA
144
Sax Wealth Advisors
New Jersey
$6.82M -$287K -11,089 -4%
HWM
145
Hassell Wealth Management
Louisiana
$6.77M +$2.3K +89 +0%
HNWA
146
Henrickson Nauta Wealth Advisors
Michigan
$6.75M -$29.6K -1,146 -0.4%
WIM
147
Warwick Investment Management
Texas
$6.73M -$173K -6,671 -2%
PCM
148
Peirce Capital Management
Texas
$6.15M -$37.3K -1,440 -0.6%
CWMA
149
Capstone Wealth Management (Alabama)
Alabama
$6.09M +$6.34M +244,959 New
DWA
150
Delap Wealth Advisory
Oregon
$5.69M -$323K -12,495 -5%

DFAX Hedge Fund Activity: Q4 2024 in Review

536 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2024, worth a combined $5.78B — up 0.57% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFAX positions and 30 closed out — a net gain of 61 holders — while 217 added to existing stakes and 142 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $45.9M. The largest seller was UBS Group, cutting an estimated $46.1M.

  • 536 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2024, up from 482 in Q3 2024.
  • Funds reported $5.78B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2024, up 0.57% quarter-over-quarter.
  • 91 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2024 and 30 closed out, a net change of +61 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $45.9M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2024 was UBS Group, an estimated $46.1M sold.

Based on aggregated 13F filings for Q4 2024.