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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.44B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 166 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

4% more funds holding

Funds holding: 449469 (+20)

3% more capital invested

Capital invested by funds: $5.26B → $5.44B (+$180M)

3% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 166

0.66% more ownership

Funds ownership: 78.48%79.14% (+0.66%)

3% less funds holding in top 10

Funds holding in top 10: 7674 (-2)

Holders
469
Holders Change
+20
Holders Change %
+4.45%
% of All Funds
6.77%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
42
Increased
171
Reduced
166
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
201
MAI Capital Management
Ohio
$1.88M
RK
202
Rather & Kittrell
Tennessee
$1.87M +$82.1K +3,212 +5%
MWM
203
Melfa Wealth Management
Massachusetts
$1.83M +$19.6K +768 +1%
RFC
204
Regions Financial Corp
Alabama
$1.78M -$4.98K -195 -0.3%
AC
205
Applied Capital
Arkansas
$1.77M -$9.69K -379 -0.5%
SW
206
Simplicity Wealth
New Jersey
$1.76M +$1.26M +49,406 +247%
AFA
207
Alpha Financial Advisors
North Carolina
$1.76M -$143K -5,615 -7%
AWA
208
Aquire Wealth Advisors
Utah
$1.74M +$8.41K +329 +0.5%
MFC
209
Morris Financial Concepts
South Carolina
$1.73M -$8.97K -351 -0.5%
WWP
210
Waypoint Wealth Partners
California
$1.73M
LG
211
LAM Group
Oregon
$1.71M -$2.43K -95 -0.1%
RRCM
212
Rappaport Reiches Capital Management
Illinois
$1.67M +$1.81K +71 +0.1%
CFO
213
CVA Family Office
Colorado
$1.64M -$162K -6,325 -9%
RLIM
214
Red Lighthouse Investment Management
New York
$1.6M +$5.85K +229 +0.4%
CSPIA
215
Cary Street Partners Investment Advisory
Virginia
$1.6M +$1.6M +62,760 New
SC
216
Schubert & Co
Texas
$1.57M
LSA
217
Lansing Street Advisors
Pennsylvania
$1.56M +$18K +706 +1%
QCIG
218
Quad-Cities Investment Group
Iowa
$1.54M +$56.4K +2,206 +4%
LCM
219
Liberty Capital Management
Michigan
$1.54M
CGPCS
220
Capital Group Private Client Services
California
$1.51M +$20.1K +788 +1%
SDWIA
221
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.48M -$112K -4,376 -7%
CPWM
222
Cypress Point Wealth Management
Texas
$1.43M +$132K +5,152 +10%
BPA
223
Beacon Pointe Advisors
California
$1.42M -$2.62M -102,441 -65%
BCI
224
Brinker Capital Investments
Pennsylvania
$1.36M +$38.4K +1,504 +3%
OPS
225
Orion Portfolio Solutions
Nebraska
$1.36M +$38.4K +1,504 +3%

DFAX Hedge Fund Activity: Q2 2024 in Review

469 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2024, worth a combined $5.44B — up 3.4% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAX positions and 17 closed out — a net gain of 25 holders — while 171 added to existing stakes and 166 trimmed.

The largest buyer was Jane Street, adding an estimated $58.5M. The largest seller was Envestnet Asset Management, cutting an estimated $31.6M.

  • 469 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2024, up from 449 in Q1 2024.
  • Funds reported $5.44B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 42 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2024 and 17 closed out, a net change of +25 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2024 was Jane Street, an estimated $58.5M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2024.