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Dimensional World ex US Core Equity 2 ETF

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 85

13% more funds holding

Funds holding: 284322 (+38)

11.35% more ownership

Funds ownership: 58.98%70.33% (+11%)

11% more capital invested

Capital invested by funds: $2.85B → $3.16B (+$303M)

7% more funds holding in top 10

Funds holding in top 10: 6064 (+4)

Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.42%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
151
Physician Wealth Advisors
Utah
$1.91M +$4.75K +204 +0.2%
DAS
152
Dynamic Advisor Solutions
Arizona
$1.88M +$2.04M +87,841 New
MWM
153
Merriman Wealth Management
Washington
$1.84M -$217K -9,344 -10%
AWA
154
Aquire Wealth Advisors
Utah
$1.74M -$300K -12,905 -14%
WWP
155
Waypoint Wealth Partners
California
$1.53M
MCM
156
MAI Capital Management
Ohio
$1.52M -$98.5K -4,231 -6%
EWA
157
EverSource Wealth Advisors
Alabama
$1.46M +$448K +19,237 +39%
RFC
158
Regions Financial Corp
Alabama
$1.42M
Morgan Stanley
159
Morgan Stanley
New York
$1.39M +$1.4M +60,218 +1,253%
MA
160
Mutual Advisors
Nebraska
$1.38M +$1.01M +43,296 +207%
CA
161
Cetera Advisors
Colorado
$1.34M -$73K -3,136 -5%
BAM
162
Belpointe Asset Management
Nevada
$1.3M +$684K +29,402 +94%
WA
163
Wealthstream Advisors
New York
$1.25M -$390K -16,743 -22%
AAS
164
Ameritas Advisory Services
Nebraska
$1.25M +$28.8K +1,239 +2%
LSA
165
Lansing Street Advisors
Pennsylvania
$1.24M
GRP
166
Global Retirement Partners
California
$1.22M +$49K +2,107 +4%
ZF
167
Zhang Financial
Michigan
$1.18M +$1.28M +54,971 New
SWM
168
Sanctuary Wealth Management
Idaho
$1.17M +$1.27M +54,664 New
CA
169
CGN Advisors
Kansas
$1.17M +$549K +23,576 +77%
GCA
170
Gradient Capital Advisors
California
$1.15M +$81.6K +3,506 +7%
SFS
171
Security Financial Services
Indiana
$1.14M -$36.7K -1,575 -3%
WFA
172
Wipfli Financial Advisors
Wisconsin
$1.09M -$69.1K -2,968 -6%
SDWIA
173
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.08M -$8.33K -358 -0.7%
SWG
174
Summit Wealth Group
Vermont
$1.07M +$12.6K +541 +1%
UI
175
Unconventional Investor
New Hampshire
$1.05M

DFAX Hedge Fund Activity: Q2 2022 in Review

322 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2022, worth a combined $3.16B — up 11% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAX positions and 23 closed out — a net gain of 41 holders — while 125 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $156M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $85.7M sold.

  • 322 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2022, up from 284 in Q1 2022.
  • Funds reported $3.16B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2022, up 11% quarter-over-quarter.
  • 64 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2022 and 23 closed out, a net change of +41 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $156M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2022 was Eaton Vance Management, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2022.