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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
RCI
151
RS Crum Inc
California
$4.56M +$390K +15,280 +9%
RIP
152
RAM Investment Partners
Washington
$4.31M -$150K -5,859 -3%
EFA
153
Evernest Financial Advisors
Indiana
$4.31M +$332K +12,989 +8%
HWMT
154
Heritage Wealth Management (Texas)
Texas
$4.23M +$40.8K +1,597 +1%
THL
155
Tillman Hartley LLC
Colorado
$4.14M
GAM
156
Gould Asset Management
California
$4.1M +$96.2K +3,763 +2%
CA
157
CGN Advisors
Kansas
$4.03M +$122K +4,765 +3%
CP
158
Canopy Partners
Ohio
$3.92M +$743K +29,077 +23%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$3.77M +$2.08M +81,274 +122%
SWG
160
Summit Wealth Group
Vermont
$3.72M +$3.88K +152 +0.1%
GAM
161
GEM Asset Management
Michigan
$3.59M +$123K +4,826 +4%
CPA
162
Capital Performance Advisors
California
$3.57M -$5.78K -226 -0.2%
CWP
163
Concord Wealth Partners
Virginia
$3.53M +$103K +4,031 +3%
BP
164
Ballentine Partners
Massachusetts
$3.22M
LWA
165
Lantern Wealth Advisors
New York
$3.09M +$13.4K +526 +0.4%
HA
166
Herold Advisors
New York
$3.09M +$41.3K +1,616 +1%
VWA
167
Visionary Wealth Advisors
Illinois
$3.03M +$4.57K +179 +0.2%
HG
168
Harbor Group
New Hampshire
$3M +$5.8K +227 +0.2%
VCM
169
Versant Capital Management
Arizona
$3M +$16.2K +635 +0.5%
KAM
170
KEB Asset Management
Illinois
$2.87M -$33.6K -1,313 -1%
Stifel Financial
171
Stifel Financial
Missouri
$2.84M -$48.4K -1,894 -2%
KAM
172
Kraft Asset Management
Tennessee
$2.83M +$5.34K +209 +0.2%
GCA
173
Gradient Capital Advisors
California
$2.81M +$92.8K +3,633 +3%
RWM
174
Rockwood Wealth Management
Pennsylvania
$2.77M
W
175
WPWealth
Texas
$2.73M +$70.3K +2,751 +3%

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.