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Dimensional World ex US Core Equity 2 ETF

449 hedge funds and large institutions have $5.26B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $4.98B → $5.26B (+$281M)

5% more funds holding

Funds holding: 428449 (+21)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 161

0% more funds holding in top 10

Funds holding in top 10: 7676 (0)

1.46% less ownership

Funds ownership: 79.94%78.48% (-1.5%)

Holders
449
Holders Change
+21
Holders Change %
+4.91%
% of All Funds
6.47%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.09%
New
44
Increased
170
Reduced
161
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Melfa Wealth Management
Massachusetts
$1.82M +$31.5K +1,287 +2%
CFO
202
CVA Family Office
Colorado
$1.81M -$9.2K -376 -0.5%
RK
203
Rather & Kittrell
Tennessee
$1.79M +$319K +13,021 +23%
EWA
204
EverSource Wealth Advisors
Alabama
$1.79M +$155K +6,329 +10%
RFC
205
Regions Financial Corp
Alabama
$1.79M
RS
206
Retirement Solution
Washington
$1.79M +$150K +6,142 +10%
AC
207
Applied Capital
Arkansas
$1.78M -$21.4K -875 -1%
RJA
208
Raymond James & Associates
Florida
$1.77M +$254K +10,400 +18%
MFC
209
Morris Financial Concepts
South Carolina
$1.74M -$1.88K -77 -0.1%
AWA
210
Aquire Wealth Advisors
Utah
$1.73M +$17.6K +718 +1%
WWP
211
Waypoint Wealth Partners
California
$1.73M -$63.9K -2,611 -4%
LG
212
LAM Group
Oregon
$1.71M -$122 -5 -0%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$1.7M +$183K +7,486 +13%
RRCM
214
Rappaport Reiches Capital Management
Illinois
$1.67M +$709 +29 +0%
RLIM
215
Red Lighthouse Investment Management
New York
$1.6M
SDWIA
216
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.6M +$69.2K +2,830 +5%
SC
217
Schubert & Co
Texas
$1.57M +$23.6K +964 +2%
LSA
218
Lansing Street Advisors
Pennsylvania
$1.54M +$1.66K +68 +0.1%
LCM
219
Liberty Capital Management
Michigan
$1.54M
CGPCS
220
Capital Group Private Client Services
California
$1.49M -$2.03K -83 -0.1%
QCIG
221
Quad-Cities Investment Group
Iowa
$1.48M +$77.9K +3,186 +6%
CAM
222
Cresset Asset Management
Illinois
$1.43M -$435K -17,790 -24%
CA
223
Cetera Advisors
Colorado
$1.4M -$7.04K -288 -0.5%
MHB
224
Midwest Heritage Bank
Iowa
$1.38M +$391 +16 +0%
HWMC
225
Heritage Wealth Management (California)
California
$1.36M +$16.3K +667 +1%

DFAX Hedge Fund Activity: Q1 2024 in Review

449 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2024, worth a combined $5.26B — up 5.6% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAX positions and 15 closed out — a net gain of 29 holders — while 170 added to existing stakes and 161 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $36.6M. The largest seller was Prosperity Capital Advisors, cutting an estimated $29.1M.

  • 449 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2024, up from 428 in Q4 2023.
  • Funds reported $5.26B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2024, up 5.6% quarter-over-quarter.
  • 44 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2024 and 15 closed out, a net change of +29 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2024 was GeoWealth Management, an estimated $36.6M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2024 was Prosperity Capital Advisors, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2024.