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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
DWM
151
Dopkins Wealth Management
New York
$5.62M +$2.09M +80,707 +55%
BAM
152
Bayshore Asset Management
Florida
$5.55M +$26.2K +1,012 +0.5%
PFM
153
Phillips Financial Management
Indiana
$5.45M -$869K -33,604 -13%
MG
154
Mather Group
Illinois
$5.42M -$131K -5,049 -2%
TFA
155
Tranquilli Financial Advisor
New Jersey
$5.33M +$62.1K +2,400 +1%
IAN
156
Integrated Advisors Network
Texas
$5.32M +$266K +10,281 +5%
VPF
157
Vantage Point Financial
Illinois
$5.3M +$5.51M +213,042 New
SHFA
158
SC&H Financial Advisors
Maryland
$5.27M +$40.8K +1,576 +0.7%
PAS
159
Park Avenue Securities
New York
$5.27M -$9.18K -355 -0.2%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$5.22M -$14.3K -552 -0.3%
WANY
161
Wealthspire Advisors (New York)
New York
$5.19M -$102K -3,949 -2%
DPW
162
DiNuzzo Private Wealth
Pennsylvania
$5.14M -$220K -8,520 -4%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$4.71M -$4.13M -159,495 -46%
AC
164
AWM Capital
Arizona
$4.65M -$347K -13,433 -7%
RCI
165
RS Crum Inc
California
$4.54M +$60.1K +2,324 +1%
GAM
166
Gould Asset Management
California
$4.52M +$204K +7,869 +5%
IAG
167
Investment Advisory Group
Massachusetts
$4.33M -$105K -4,055 -2%
CA
168
CGN Advisors
Kansas
$4.2M +$167K +6,456 +4%
RIP
169
RAM Investment Partners
Washington
$4.17M -$10.6K -408 -0.2%
CP
170
Canopy Partners
Ohio
$4.13M +$120K +4,640 +3%
RC
171
RBF Capital
California
$4.1M -$1.2M -46,400 -22%
THL
172
Tillman Hartley LLC
Colorado
$4.05M
TB
173
Treynor Bancshares
Iowa
$3.89M +$887K +34,292 +28%
GAM
174
GEM Asset Management
Michigan
$3.67M +$32.6K +1,261 +0.9%
EFA
175
Evernest Financial Advisors
Indiana
$3.66M -$772K -29,839 -17%

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.