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Dimensional World ex US Core Equity 2 ETF

536 hedge funds and large institutions have $5.78B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 217 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 142

18% more funds holding in top 10

Funds holding in top 10: 7487 (+13)

11% more funds holding

Funds holding: 482536 (+54)

4.67% more ownership

Funds ownership: 77.44%82.11% (+4.7%)

1% more capital invested

Capital invested by funds: $5.75B → $5.78B (+$32.7M)

Holders
536
Holders Change
+54
Holders Change %
+11.2%
% of All Funds
7.06%
Holding in Top 10
87
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.57%
% of All Funds
1.15%
New
91
Increased
217
Reduced
142
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
SWG
176
Summit Wealth Group
Vermont
$3.58M -$59.1K -2,283 -2%
CFG
177
Cornerstone Financial Group
Nebraska
$3.57M +$3.71M +143,560 New
EWA
178
EverSource Wealth Advisors
Alabama
$3.56M +$1.63M +63,132 +79%
VWA
179
Visionary Wealth Advisors
Illinois
$3.5M +$529K +20,432 +17%
CPA
180
Capital Performance Advisors
California
$3.49M -$9.57K -370 -0.3%
GCA
181
Greenwood Capital Associates
South Carolina
$3.47M +$3.62M +139,782 New
CWP
182
Cyndeo Wealth Partners
Florida
$3.45M +$29.5K +1,142 +0.8%
CWP
183
Concord Wealth Partners
Virginia
$3.41M -$56.9K -2,201 -2%
HWMT
184
Heritage Wealth Management (Texas)
Texas
$3.29M -$607K -23,446 -15%
BP
185
Ballentine Partners
Massachusetts
$3.15M
EWA
186
Exencial Wealth Advisors
Oklahoma
$3.15M +$536K +20,705 +20%
EFG
187
Elios Financial Group
Ohio
$3.13M +$169K +6,540 +5%
MML Investors Services
188
MML Investors Services
Massachusetts
$3.1M +$63.3K +2,446 +2%
LWA
189
Lantern Wealth Advisors
New York
$3.06M +$10.9K +420 +0.3%
HA
190
Herold Advisors
New York
$3.06M +$20.7K +800 +0.7%
GCA
191
Gradient Capital Advisors
California
$3.05M +$203K +7,847 +7%
HG
192
Harbor Group
New Hampshire
$2.98M +$32.9K +1,273 +1%
BGWM
193
Bridge Generations Wealth Management
Florida
$2.96M +$3.08M +119,035 New
VCM
194
Versant Capital Management
Arizona
$2.94M +$4.89K +189 +0.2%
SFP
195
SwitchPoint Financial Planning
Utah
$2.93M +$3.05M +117,940 New
WA
196
Wealth Architects
California
$2.92M +$234K +9,043 +8%
KAM
197
KEB Asset Management
Illinois
$2.85M +$47.2K +1,823 +2%
FFG
198
First Financial Group
North Carolina
$2.84M +$2.96M +114,424 New
Morgan Stanley
199
Morgan Stanley
New York
$2.79M +$250K +9,647 +9%
GRP
200
Global Retirement Partners
California
$2.77M +$302K +11,673 +12%

DFAX Hedge Fund Activity: Q4 2024 in Review

536 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2024, worth a combined $5.78B — up 0.57% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFAX positions and 30 closed out — a net gain of 61 holders — while 217 added to existing stakes and 142 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $45.9M. The largest seller was UBS Group, cutting an estimated $46.1M.

  • 536 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2024, up from 482 in Q3 2024.
  • Funds reported $5.78B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2024, up 0.57% quarter-over-quarter.
  • 91 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2024 and 30 closed out, a net change of +61 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $45.9M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2024 was UBS Group, an estimated $46.1M sold.

Based on aggregated 13F filings for Q4 2024.