DFAX icon

Dimensional World ex US Core Equity 2 ETF
DFAX

Overview Fund Activity

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
–
Net Calls
+$50K
Net Calls Change
+$50K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$72.2M
2
GM
2
GeoWealth Management
Illinois
$68.4M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$95.5M
4
B
4
BetterWealth
California
$43.6M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$115M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$68.3M
2
Jane Street
2
Jane Street
New York
$413K
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$207M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
176
Cornerstone Financial Group
Nebraska
$3.57M +$3.57M +143,560 New
EWA
177
EverSource Wealth Advisors
Alabama
$3.56M +$1.57M +63,132 +79%
VWA
178
Visionary Wealth Advisors
Illinois
$3.5M +$508K +20,432 +17%
CPA
179
Capital Performance Advisors
California
$3.49M -$9.2K -370 -0.3%
GCA
180
Greenwood Capital Associates
South Carolina
$3.47M +$3.47M +139,782 New
CWP
181
Cyndeo Wealth Partners
Florida
$3.45M +$28.4K +1,142 +0.8%
CWP
182
Concord Wealth Partners
Virginia
$3.41M -$54.7K -2,201 -2%
HWMT
183
Heritage Wealth Management (Texas)
Texas
$3.29M -$583K -23,446 -15%
BP
184
Ballentine Partners
Massachusetts
$3.15M – – –
EWA
185
Exencial Wealth Advisors
Oklahoma
$3.15M +$515K +20,705 +20%
EFG
186
Elios Financial Group
Ohio
$3.13M +$163K +6,540 +5%
MML Investors Services
187
MML Investors Services
Massachusetts
$3.1M +$60.8K +2,446 +2%
LWA
188
Lantern Wealth Advisors
New York
$3.06M +$10.4K +420 +0.3%
HA
189
Herold Advisors
New York
$3.06M +$19.9K +800 +0.7%
GCA
190
Gradient Capital Advisors
California
$3.05M +$195K +7,847 +7%
HG
191
Harbor Group
New Hampshire
$2.98M +$31.6K +1,273 +1%
BGWM
192
Bridge Generations Wealth Management
Florida
$2.96M +$2.96M +119,035 New
VCM
193
Versant Capital Management
Arizona
$2.94M +$4.7K +189 +0.2%
SFP
194
SwitchPoint Financial Planning
Utah
$2.93M +$2.93M +117,940 New
WA
195
Wealth Architects
California
$2.92M +$225K +9,043 +8%
KAM
196
KEB Asset Management
Illinois
$2.85M +$45.3K +1,823 +2%
FFG
197
First Financial Group
North Carolina
$2.84M +$2.84M +114,424 New
Morgan Stanley
198
Morgan Stanley
New York
$2.79M +$240K +9,647 +9%
GRP
199
Global Retirement Partners
California
$2.77M +$290K +11,673 +12%
Stifel Financial
200
Stifel Financial
Missouri
$2.77M +$572 +23 +0%
6 7
8
9 10