Dimensional World ex US Core Equity 2 ETF
DFAX
396 hedge funds and large institutions have $4.67B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 178 increasing their positions, 131 reducing their positions, and 20 closing their positions.
40% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 20
36% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 131
3.72% more ownership
Funds ownership: 77.68% → 81.4% (+3.7%)
1% more funds holding in top 10
Funds holding in top 10: 76 → 77 (+1)
1% more funds holding
Funds holding: 391 → 396 (+5)
4% more capital invested
Capital invested by funds: $4.5B → $4.67B (+$173M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$150M |
| 2 |
Comerica Bank
Dallas,
Texas
|
+$109M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$11.3M |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$11M |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$34.9M |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$20.8M |
| 3 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$16.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.1M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$12.8M |
DFAX Hedge Fund Activity: Q3 2023 in Review
396 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2023, worth a combined $4.67B — up 3.9% from $4.5B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DFAX positions and 20 closed out — a net gain of 8 holders — while 178 added to existing stakes and 131 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $150M. The largest seller was Jane Street, cutting an estimated $34.9M.
- 396 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2023, up from 391 in Q2 2023.
- Funds reported $4.67B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2023, up 3.9% quarter-over-quarter.
- 28 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2023 and 20 closed out, a net change of +8 holders.
- The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $150M added.
- The largest Dimensional World ex US Core Equity 2 ETF seller in Q3 2023 was Jane Street, an estimated $34.9M sold.
Based on aggregated 13F filings for Q3 2023.