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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.44B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 166 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

4% more funds holding

Funds holding: 449469 (+20)

3% more capital invested

Capital invested by funds: $5.26B → $5.44B (+$180M)

3% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 166

0.66% more ownership

Funds ownership: 78.48%79.14% (+0.66%)

3% less funds holding in top 10

Funds holding in top 10: 7674 (-2)

Holders
469
Holders Change
+20
Holders Change %
+4.45%
% of All Funds
6.77%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
42
Increased
171
Reduced
166
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
176
Morgan Stanley
New York
$2.63M -$428K -16,750 -14%
WA
177
Wealth Architects
California
$2.63M -$106K -4,131 -4%
NWM
178
Northwest Wealth Management
Iowa
$2.61M -$14K -548 -0.5%
UWM
179
USAdvisors Wealth Management
Minnesota
$2.61M -$6.87K -269 -0.3%
EWA
180
Exencial Wealth Advisors
Oklahoma
$2.59M -$930K -36,381 -26%
RCAG
181
Rehmann Capital Advisory Group
Michigan
$2.57M -$117K -4,566 -4%
WWM
182
Western Wealth Management
Colorado
$2.56M -$18K -706 -0.7%
MWM
183
Merriman Wealth Management
Washington
$2.49M +$22.7K +890 +0.9%
PWA
184
Physician Wealth Advisors
Utah
$2.45M +$95.6K +3,742 +4%
GRP
185
Global Retirement Partners
California
$2.43M +$170K +6,664 +7%
CTWM
186
Cherry Tree Wealth Management
Minnesota
$2.41M -$4.63K -181 -0.2%
RIM
187
RW Investment Management
Idaho
$2.34M -$59.8K -2,339 -2%
FWP
188
Firethorn Wealth Partners
Georgia
$2.34M -$416K -16,270 -15%
LAM
189
LifePro Asset Management
California
$2.32M -$83K -3,249 -3%
Cerity Partners
190
Cerity Partners
New York
$2.23M +$1.21M +47,307 +117%
APP
191
Avantax Planning Partners
Iowa
$2.22M
CWP
192
Cyndeo Wealth Partners
Florida
$2.14M +$1.21M +47,467 +130%
SIMC
193
Squire Investment Management Company
Utah
$2.13M -$32.9K -1,288 -2%
CMBA
194
C.M. Bidwell & Associates
Hawaii
$2.08M -$209K -8,187 -9%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$1.99M +$78.3K +3,064 +4%
AWM
196
AE Wealth Management
Kansas
$1.96M -$107K -4,194 -5%
RS
197
Retirement Solution
Washington
$1.95M +$168K +6,587 +9%
EWA
198
EverSource Wealth Advisors
Alabama
$1.91M +$46.7K +1,826 +3%
TB
199
Treynor Bancshares
Iowa
$1.89M -$2.76M -108,144 -59%
RJA
200
Raymond James & Associates
Florida
$1.89M +$116K +4,545 +7%

DFAX Hedge Fund Activity: Q2 2024 in Review

469 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2024, worth a combined $5.44B — up 3.4% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAX positions and 17 closed out — a net gain of 25 holders — while 171 added to existing stakes and 166 trimmed.

The largest buyer was Jane Street, adding an estimated $58.5M. The largest seller was Envestnet Asset Management, cutting an estimated $31.6M.

  • 469 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2024, up from 449 in Q1 2024.
  • Funds reported $5.44B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 42 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2024 and 17 closed out, a net change of +25 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2024 was Jane Street, an estimated $58.5M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2024.