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Dimensional World ex US Core Equity 2 ETF

449 hedge funds and large institutions have $5.26B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $4.98B → $5.26B (+$281M)

5% more funds holding

Funds holding: 428449 (+21)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 161

0% more funds holding in top 10

Funds holding in top 10: 7676 (0)

1.46% less ownership

Funds ownership: 79.94%78.48% (-1.5%)

Holders
449
Holders Change
+21
Holders Change %
+4.91%
% of All Funds
6.47%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.09%
New
44
Increased
170
Reduced
161
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
176
Gradient Capital Advisors
California
$2.72M +$295K +12,054 +13%
RCAG
177
Rehmann Capital Advisory Group
Michigan
$2.68M -$57.9K -2,368 -2%
W
178
WPWealth
Texas
$2.66M +$484K +19,802 +23%
NWM
179
Northwest Wealth Management
Iowa
$2.63M -$30.2K -1,234 -1%
UWM
180
USAdvisors Wealth Management
Minnesota
$2.62M +$395K +16,134 +19%
CAN
181
Cetera Advisor Networks
California
$2.59M -$5.94K -243 -0.2%
WWM
182
Western Wealth Management
Colorado
$2.58M -$43.5K -1,778 -2%
MWM
183
Merriman Wealth Management
Washington
$2.47M +$59.7K +2,441 +3%
OMC
184
Old Mission Capital
Illinois
$2.45M -$13M -532,814 -85%
CTWM
185
Cherry Tree Wealth Management
Minnesota
$2.41M -$13.6K -557 -0.6%
LAM
186
LifePro Asset Management
California
$2.4M +$22.5K +919 +1%
RIM
187
RW Investment Management
Idaho
$2.4M +$98.7K +4,033 +4%
CMBA
188
C.M. Bidwell & Associates
Hawaii
$2.29M -$70.3K -2,875 -3%
MAM
189
McCarthy Asset Management
California
$2.28M -$139K -5,688 -6%
GRP
190
Global Retirement Partners
California
$2.27M +$42.8K +1,750 +2%
APP
191
Avantax Planning Partners
Iowa
$2.22M +$1.73M +70,712 +427%
HCM
192
Hutchinson Capital Management
California
$2.2M +$3.18K +130 +0.2%
PWA
193
Physician Wealth Advisors
Utah
$2.19M -$514 -21 -0%
AA
194
Ancora Advisors
Ohio
$2.17M -$896K -36,634 -30%
SIMC
195
Squire Investment Management Company
Utah
$2.17M -$22.4K -916 -1%
AWM
196
AE Wealth Management
Kansas
$2.07M -$2.16M -88,174 -52%
SWA
197
Sax Wealth Advisors
New Jersey
$1.99M +$35.4K +1,446 +2%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$1.91M +$196 +8 +0%
AFA
199
Alpha Financial Advisors
North Carolina
$1.91M -$30.1K -1,229 -2%
MCM
200
MAI Capital Management
Ohio
$1.88M -$5.46K -223 -0.3%

DFAX Hedge Fund Activity: Q1 2024 in Review

449 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2024, worth a combined $5.26B — up 5.6% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAX positions and 15 closed out — a net gain of 29 holders — while 170 added to existing stakes and 161 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $36.6M. The largest seller was Prosperity Capital Advisors, cutting an estimated $29.1M.

  • 449 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2024, up from 428 in Q4 2023.
  • Funds reported $5.26B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2024, up 5.6% quarter-over-quarter.
  • 44 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2024 and 15 closed out, a net change of +29 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2024 was GeoWealth Management, an estimated $36.6M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2024 was Prosperity Capital Advisors, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2024.