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Dimensional World ex US Core Equity 2 ETF

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 163

6% more capital invested

Capital invested by funds: $5.44B → $5.75B (+$312M)

3% more funds holding

Funds holding: 469482 (+13)

0% more funds holding in top 10

Funds holding in top 10: 7474 (0)

1.7% less ownership

Funds ownership: 79.14%77.44% (-1.7%)

Holders
482
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.92%
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
36
Increased
186
Reduced
163
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
201
LifePro Asset Management
California
$2.04M -$405K -15,607 -17%
RK
202
Rather & Kittrell
Tennessee
$2.02M +$29K +1,116 +2%
MCM
203
MAI Capital Management
Ohio
$1.99M
AWM
204
AE Wealth Management
Kansas
$1.97M -$106K -4,076 -5%
RFC
205
Regions Financial Corp
Alabama
$1.89M -$4.9K -189 -0.3%
AFA
206
Alpha Financial Advisors
North Carolina
$1.86M -$6.56K -253 -0.4%
AWA
207
Aquire Wealth Advisors
Utah
$1.86M +$10.8K +416 +0.6%
MFC
208
Morris Financial Concepts
South Carolina
$1.84M
MWM
209
Melfa Wealth Management
Massachusetts
$1.83M -$109K -4,195 -6%
WWP
210
Waypoint Wealth Partners
California
$1.83M
LG
211
LAM Group
Oregon
$1.81M
CSPIA
212
Cary Street Partners Investment Advisory
Virginia
$1.78M +$85.2K +3,283 +5%
AC
213
Applied Capital
Arkansas
$1.75M -$130K -4,992 -7%
CPWM
214
Cypress Point Wealth Management
Texas
$1.75M +$218K +8,400 +15%
CFO
215
CVA Family Office
Colorado
$1.7M -$42.4K -1,633 -3%
SC
216
Schubert & Co
Texas
$1.7M +$29.7K +1,145 +2%
RRCM
217
Rappaport Reiches Capital Management
Illinois
$1.69M -$83.9K -3,233 -5%
LSA
218
Lansing Street Advisors
Pennsylvania
$1.67M +$11K +423 +0.7%
LCM
219
Liberty Capital Management
Michigan
$1.63M
RLIM
220
Red Lighthouse Investment Management
New York
$1.63M -$70.7K -2,726 -4%
QCIG
221
Quad-Cities Investment Group
Iowa
$1.59M -$41.9K -1,617 -3%
CGPCS
222
Capital Group Private Client Services
California
$1.59M -$9.39K -362 -0.6%
HCM
223
Hutchinson Capital Management
California
$1.54M +$188K +7,239 +14%
BCI
224
Brinker Capital Investments
Pennsylvania
$1.52M +$71.7K +2,764 +5%
OPS
225
Orion Portfolio Solutions
Nebraska
$1.52M +$71.7K +2,764 +5%

DFAX Hedge Fund Activity: Q3 2024 in Review

482 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2024, worth a combined $5.75B — up 5.7% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAX positions and 18 closed out — a net gain of 18 holders — while 186 added to existing stakes and 163 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $288M. The largest seller was Jane Street, cutting an estimated $36.3M.

  • 482 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2024, up from 469 in Q2 2024.
  • Funds reported $5.75B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 36 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2024 and 18 closed out, a net change of +18 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $288M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q3 2024 was Jane Street, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.