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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
THL
151
Tillman Hartley LLC
Colorado
$4.14M -$2.42K -99 -0.1%
BPA
152
Beacon Pointe Advisors
California
$4.02M +$436K +17,810 +13%
GAM
153
Gould Asset Management
California
$4.01M +$355K +14,502 +10%
MRWM
154
ML&R Wealth Management
Texas
$3.97M -$466K -19,033 -11%
CA
155
CGN Advisors
Kansas
$3.91M +$25.1K +1,027 +0.7%
EFA
156
Evernest Financial Advisors
Indiana
$3.86M -$346K -14,140 -8%
SWG
157
Summit Wealth Group
Vermont
$3.72M -$14.8K -607 -0.4%
CPA
158
Capital Performance Advisors
California
$3.58M +$49 +2 +0%
EWA
159
Exencial Wealth Advisors
Oklahoma
$3.52M +$724K +29,617 +27%
CWP
160
Concord Wealth Partners
Virginia
$3.43M +$111K +4,546 +3%
GAM
161
GEM Asset Management
Michigan
$3.36M +$82.9K +3,387 +3%
BP
162
Ballentine Partners
Massachusetts
$3.22M
CP
163
Canopy Partners
Ohio
$3.18M +$2.74M +111,853 +843%
LWA
164
Lantern Wealth Advisors
New York
$3.08M +$141K +5,770 +5%
Morgan Stanley
165
Morgan Stanley
New York
$3.06M -$2.83M -115,549 -49%
HA
166
Herold Advisors
New York
$3.06M +$114K +4,680 +4%
VWA
167
Visionary Wealth Advisors
Illinois
$3.03M +$22.7K +927 +0.8%
HG
168
Harbor Group
New Hampshire
$3M -$99.4K -4,064 -3%
VCM
169
Versant Capital Management
Arizona
$2.98M -$51K -2,086 -2%
KAM
170
KEB Asset Management
Illinois
$2.9M -$43.3K -1,772 -2%
Stifel Financial
171
Stifel Financial
Missouri
$2.89M +$12.7K +519 +0.5%
KAM
172
Kraft Asset Management
Tennessee
$2.83M -$74.9K -3,063 -3%
RWM
173
Rockwood Wealth Management
Pennsylvania
$2.77M -$17.6K -720 -0.7%
FWP
174
Firethorn Wealth Partners
Georgia
$2.76M -$1.02M -41,541 -28%
WA
175
Wealth Architects
California
$2.74M -$14.4K -590 -0.5%

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.