We are live on ! Find out more
DFAX icon

Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 122

11% more capital invested

Capital invested by funds: $4.06B → $4.5B (+$434M)

4% more funds holding

Funds holding: 377391 (+14)

0.19% more ownership

Funds ownership: 77.49%77.68% (+0.19%)

6% less funds holding in top 10

Funds holding in top 10: 8176 (-5)

Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.14%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.19%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
176
C.M. Bidwell & Associates
Hawaii
$2.11M +$30K +1,286 +1%
AWS
177
Atria Wealth Solutions
New York
$2.09M -$26.4K -1,132 -1%
PWA
178
Physician Wealth Advisors
Utah
$2.08M +$6.54K +281 +0.3%
MWM
179
Merriman Wealth Management
Washington
$2.06M +$67.8K +2,910 +3%
HCM
180
Hutchinson Capital Management
California
$1.99M +$1.98M +85,163 New
CFO
181
CVA Family Office
Colorado
$1.98M -$11.1K -475 -0.6%
GRP
182
Global Retirement Partners
California
$1.94M +$26.1K +1,119 +1%
AFA
183
Alpha Financial Advisors
North Carolina
$1.86M -$345K -14,818 -16%
MML Investors Services
184
MML Investors Services
Massachusetts
$1.84M +$545K +23,409 +42%
SWA
185
Sax Wealth Advisors
New Jersey
$1.83M -$201K -8,642 -10%
MWM
186
Melfa Wealth Management
Massachusetts
$1.72M -$125K -5,350 -7%
UWM
187
USAdvisors Wealth Management
Minnesota
$1.7M +$324K +13,909 +24%
MA
188
Mutual Advisors
Nebraska
$1.68M -$248K -10,661 -13%
WWP
189
Waypoint Wealth Partners
California
$1.67M
SC
190
Schubert & Co
Texas
$1.67M -$11.6K -496 -0.7%
AAS
191
Ameritas Advisory Services
Nebraska
$1.66M +$20.4K +875 +1%
RFC
192
Regions Financial Corp
Alabama
$1.65M
AC
193
Applied Capital
Arkansas
$1.62M -$16.1K -693 -1%
MFC
194
Morris Financial Concepts
South Carolina
$1.62M -$7.45K -320 -0.5%
SDWIA
195
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.6M +$452K +19,424 +39%
LOPW
196
Live Oak Private Wealth
North Carolina
$1.6M +$450K +19,325 +39%
LG
197
LAM Group
Oregon
$1.58M -$116 -5 -0%
MCM
198
MAI Capital Management
Ohio
$1.58M
DAS
199
Dynamic Advisor Solutions
Arizona
$1.56M -$101K -4,335 -6%
AWA
200
Aquire Wealth Advisors
Utah
$1.55M -$103K -4,404 -6%

DFAX Hedge Fund Activity: Q2 2023 in Review

391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2023, worth a combined $4.5B — up 11% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFAX positions and 7 closed out — a net gain of 19 holders — while 175 added to existing stakes and 122 trimmed.

The largest buyer was Jane Street, adding an estimated $110M. The largest seller was Summit Wealth Group, cutting an estimated $78.5M.

  • 391 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2023, up from 377 in Q1 2023.
  • Funds reported $4.5B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 26 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2023 and 7 closed out, a net change of +19 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2023 was Jane Street, an estimated $110M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2023.