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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
AFS
176
Annapolis Financial Services
Maryland
$1.04M +$834K +35,831 +285%
CMBA
177
C.M. Bidwell & Associates
Hawaii
$1.02M +$614K +26,390 +123%
RWI
178
Red Wave Investments
Pennsylvania
$1.02M
MFG
179
Merit Financial Group
Georgia
$1.01M +$57.8K +2,484 +6%
LPP
180
Life Planning Partners
Florida
$1M -$13.3K -572 -1%
MCA
181
Magnolia Capital Advisors
Mississippi
$996K +$7.38K +317 +0.7%
Renaissance Technologies
182
Renaissance Technologies
New York
$995K +$1.08M +46,400 New
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$984K -$1.07M -45,928 -50%
CW
184
CreativeOne Wealth
Kansas
$975K +$9.82K +422 +0.9%
RC
185
RBF Capital
California
$965K
IA
186
IFP Advisors
Florida
$964K
IA
187
IFG Advisors
Missouri
$955K +$10.9K +469 +1%
TIM
188
Tortoise Investment Management
New York
$939K
VWA
189
VERITY Wealth Advisors
United States
$937K
5L
190
55I LLC
Massachusetts
$929K +$643K +27,616 +175%
IAG
191
Investmark Advisory Group
Connecticut
$923K +$68.3K +2,934 +7%
FOA
192
Five Oceans Advisors
California
$922K +$184K +7,924 +23%
CWP
193
Concord Wealth Partners
Virginia
$917K +$995K +42,777 New
VFP
194
Verus Financial Partners
Virginia
$889K +$960K +41,240 New
APW
195
Aurora Private Wealth
New Jersey
$865K +$104K +4,449 +12%
PCA
196
Pallas Capital Advisors
Massachusetts
$855K +$928K +39,860 New
SRC
197
Sage Rhino Capital
California
$834K +$123K +5,296 +16%
WWM
198
Western Wealth Management
Colorado
$813K +$882K +37,880 New
RJA
199
Raymond James & Associates
Florida
$805K +$468K +20,089 +115%
H
200
HoyleCohen
California
$798K

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.