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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
IAG
151
Investment Advisory Group
Massachusetts
$4.81M -$169K -6,524 -4%
EFA
152
Evernest Financial Advisors
Indiana
$4.78M +$187K +7,222 +4%
GAM
153
Gould Asset Management
California
$4.7M +$328K +12,652 +8%
RIP
154
RAM Investment Partners
Washington
$4.55M -$36.7K -1,414 -0.8%
THL
155
Tillman Hartley LLC
Colorado
$4.4M
CA
156
CGN Advisors
Kansas
$4.39M +$103K +3,976 +3%
CP
157
Canopy Partners
Ohio
$4.36M +$187K +7,214 +5%
HWMT
158
Heritage Wealth Management (Texas)
Texas
$4.21M -$274K -10,544 -6%
SWG
159
Summit Wealth Group
Vermont
$3.95M -$4.72K -182 -0.1%
GAM
160
GEM Asset Management
Michigan
$3.95M +$134K +5,149 +4%
DWM
161
Dopkins Wealth Management
New York
$3.93M -$2.26M -87,256 -37%
CPA
162
Capital Performance Advisors
California
$3.8M +$311 +12 +0%
CWP
163
Concord Wealth Partners
Virginia
$3.76M +$8.22K +317 +0.2%
CWP
164
Cyndeo Wealth Partners
Florida
$3.71M +$1.39M +53,461 +64%
BP
165
Ballentine Partners
Massachusetts
$3.42M
TB
166
Treynor Bancshares
Iowa
$3.31M +$1.25M +48,017 +65%
HA
167
Herold Advisors
New York
$3.3M +$13.7K +530 +0.4%
MML Investors Services
168
MML Investors Services
Massachusetts
$3.3M -$3.45M -133,176 -52%
VWA
169
Visionary Wealth Advisors
Illinois
$3.25M +$31.1K +1,199 +1%
EFG
170
Elios Financial Group
Ohio
$3.23M +$3.1M +119,434 New
HG
171
Harbor Group
New Hampshire
$3.21M +$15.3K +588 +0.5%
VCM
172
Versant Capital Management
Arizona
$3.19M +$3.55K +137 +0.1%
GCA
173
Gradient Capital Advisors
California
$3.1M +$111K +4,268 +4%
KAM
174
KEB Asset Management
Illinois
$3.05M -$182 -7 -0%
KAM
175
Kraft Asset Management
Tennessee
$3.03M +$21.2K +816 +0.7%

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.