We are live on ! Find out more
DFAX icon

Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 122

11% more capital invested

Capital invested by funds: $4.06B → $4.5B (+$434M)

4% more funds holding

Funds holding: 377391 (+14)

0.19% more ownership

Funds ownership: 77.49%77.68% (+0.19%)

6% less funds holding in top 10

Funds holding in top 10: 8176 (-5)

Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.14%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.19%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RRCM
201
Rappaport Reiches Capital Management
Illinois
$1.52M +$7.76K +333 +0.5%
TLA
202
Tanglewood Legacy Advisors
Texas
$1.49M +$252K +10,805 +20%
EWA
203
EverSource Wealth Advisors
Alabama
$1.49M +$3.21K +138 +0.2%
MHB
204
Midwest Heritage Bank
Iowa
$1.49M -$119K -5,095 -7%
QCIG
205
Quad-Cities Investment Group
Iowa
$1.48M +$146K +6,260 +11%
WA
206
Wealthstream Advisors
New York
$1.47M +$344K +14,751 +30%
RLIM
207
Red Lighthouse Investment Management
New York
$1.46M
BCI
208
Brinker Capital Investments
Pennsylvania
$1.46M -$275K -11,820 -16%
OPS
209
Orion Portfolio Solutions
Nebraska
$1.46M -$275K -11,820 -16%
SIS
210
Strategic Investment Solutions
Illinois
$1.44M -$3.34M -143,187 -70%
LCM
211
Liberty Capital Management
Michigan
$1.41M +$1.41M +60,457 New
LSA
212
Lansing Street Advisors
Pennsylvania
$1.39M +$18K +772 +1%
BPA
213
Beacon Pointe Advisors
California
$1.38M -$1.51M -64,978 -52%
CA
214
Cetera Advisors
Colorado
$1.35M -$75.3K -3,233 -5%
ZF
215
Zhang Financial
Michigan
$1.34M +$6.78K +291 +0.5%
SFS
216
Security Financial Services
Indiana
$1.19M -$7.27K -312 -0.6%
SIAG
217
Safeguard Investment Advisory Group
California
$1.17M -$99.2K -4,261 -8%
UI
218
Unconventional Investor
New Hampshire
$1.14M
CL
219
Choreo LLC
Illinois
$1.14M +$4.38K +188 +0.4%
KF
220
Krilogy Financial
Missouri
$1.1M -$16.5K -709 -1%
IAG
221
Investmark Advisory Group
Connecticut
$1.1M +$28.7K +1,234 +3%
MFG
222
Merit Financial Group
Georgia
$1.09M +$5.03K +216 +0.5%
RWI
223
Red Wave Investments
Pennsylvania
$1.08M -$2.33K -100 -0.2%
RK
224
Rather & Kittrell
Tennessee
$1.07M +$154K +6,626 +17%
RLWM
225
RF&L Wealth Management
Massachusetts
$1.05M -$53K -2,275 -5%

DFAX Hedge Fund Activity: Q2 2023 in Review

391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2023, worth a combined $4.5B — up 11% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFAX positions and 7 closed out — a net gain of 19 holders — while 175 added to existing stakes and 122 trimmed.

The largest buyer was Jane Street, adding an estimated $110M. The largest seller was Summit Wealth Group, cutting an estimated $78.5M.

  • 391 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2023, up from 377 in Q1 2023.
  • Funds reported $4.5B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 26 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2023 and 7 closed out, a net change of +19 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2023 was Jane Street, an estimated $110M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2023.