We are live on ! Find out more
DFAX icon

Dimensional World ex US Core Equity 2 ETF

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 85

13% more funds holding

Funds holding: 284322 (+38)

11.35% more ownership

Funds ownership: 58.98%70.33% (+11%)

11% more capital invested

Capital invested by funds: $2.85B → $3.16B (+$303M)

7% more funds holding in top 10

Funds holding in top 10: 6064 (+4)

Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.42%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
Ascent Group
Virginia
$729K +$52.3K +2,249 +7%
OPS
202
Orion Portfolio Solutions
Nebraska
$708K +$102K +4,395 +15%
IWN
203
Independent Wealth Network
Iowa
$704K +$44.2K +1,900 +6%
JMPWA
204
JP Morgan Private Wealth Advisors
California
$693K
Bank of America
205
Bank of America
North Carolina
$689K -$16.3K -702 -2%
ASI
206
Advisory Services & Investments
Oregon
$687K +$133K +5,708 +22%
NA
207
NewEdge Advisors
Louisiana
$674K -$110K -4,740 -13%
RW
208
RVW Wealth
California
$666K +$76.5K +3,288 +12%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$666K +$714K +30,682 New
MWM
210
Mission Wealth Management
California
$631K -$1.37K -59 -0.2%
PIFP
211
Partners in Financial Planning
Virginia
$625K +$4.84K +208 +0.7%
TFA
212
Tranquilli Financial Advisor
New Jersey
$623K +$348K +14,935 +106%
NHC
213
Nicholas Hoffman & Company
Georgia
$606K
CAN
214
Cetera Advisor Networks
California
$600K -$555K -23,865 -46%
SC
215
Schubert & Co
Texas
$591K -$91.1K -3,914 -12%
V
216
Veritable
Delaware
$587K +$303 +13 +0%
GAM
217
Gould Asset Management
California
$577K +$402K +17,285 +179%
QPWM
218
Quadrant Private Wealth Management
Pennsylvania
$566K
WW
219
Waterfront Wealth
Kansas
$561K
EWM
220
Evercore Wealth Management
New York
$543K
BFP
221
Brewster Financial Planning
New York
$531K +$5.63K +242 +1%
WFA
222
Websterrogers Financial Advisors
South Carolina
$514K +$7.14K +307 +1%
HL
223
HeadInvest LLC
Maine
$500K -$76.6K -3,290 -12%
NAS
224
Nicolet Advisory Services
Wisconsin
$497K +$544K +23,396 New
SPIA
225
Steward Partners Investment Advisory
New York
$496K

DFAX Hedge Fund Activity: Q2 2022 in Review

322 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2022, worth a combined $3.16B — up 11% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAX positions and 23 closed out — a net gain of 41 holders — while 125 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $156M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $85.7M sold.

  • 322 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2022, up from 284 in Q1 2022.
  • Funds reported $3.16B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2022, up 11% quarter-over-quarter.
  • 64 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2022 and 23 closed out, a net change of +41 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $156M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2022 was Eaton Vance Management, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2022.