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Dimensional World ex US Core Equity 2 ETF

536 hedge funds and large institutions have $5.78B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 217 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 142

18% more funds holding in top 10

Funds holding in top 10: 7487 (+13)

11% more funds holding

Funds holding: 482536 (+54)

4.67% more ownership

Funds ownership: 77.44%82.11% (+4.7%)

1% more capital invested

Capital invested by funds: $5.75B → $5.78B (+$32.7M)

Holders
536
Holders Change
+54
Holders Change %
+11.2%
% of All Funds
7.06%
Holding in Top 10
87
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.57%
% of All Funds
1.15%
New
91
Increased
217
Reduced
142
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
201
Stifel Financial
Missouri
$2.77M +$595 +23 +0%
RWM
202
Rockwood Wealth Management
Pennsylvania
$2.68M -$23.1K -892 -0.8%
UWM
203
United Wealth Management
Virginia
$2.67M +$2.78M +107,435 New
W
204
WPWealth
Texas
$2.67M -$6.11K -236 -0.2%
XPN
205
XY Planning Network
Montana
$2.63M +$2.74M +105,780 New
WWM
206
Western Wealth Management
Colorado
$2.61M +$18.1K +698 +0.7%
RCAG
207
Rehmann Capital Advisory Group
Michigan
$2.59M +$177K +6,855 +7%
KFGG
208
Keystone Financial Group (Georgia)
Georgia
$2.57M +$2.68M +103,489 New
RIM
209
RW Investment Management
Idaho
$2.57M +$303K +11,714 +13%
UWM
210
USAdvisors Wealth Management
Minnesota
$2.49M +$34.8K +1,346 +1%
KAM
211
Kraft Asset Management
Tennessee
$2.46M -$342K -13,220 -12%
CTWM
212
Cherry Tree Wealth Management
Minnesota
$2.44M +$40.7K +1,574 +2%
PWS
213
Physician Wealth Solutions
Nevada
$2.36M +$9.93K +384 +0.4%
KWA
214
Kingswood Wealth Advisors
California
$2.35M +$1.09M +42,123 +80%
MWM
215
Merriman Wealth Management
Washington
$2.34M +$95.8K +3,705 +4%
NWM
216
Northwest Wealth Management
Iowa
$2.32M -$147K -5,672 -6%
RS
217
Retirement Solution
Washington
$2.26M +$213K +8,241 +10%
Cerity Partners
218
Cerity Partners
New York
$2.24M +$40.5K +1,567 +2%
RK
219
Rather & Kittrell
Tennessee
$2.23M +$388K +14,991 +20%
CA
220
Clune & Associates
Illinois
$2.16M +$2.24M +86,710 New
SIMC
221
Squire Investment Management Company
Utah
$2.09M -$2.1K -81 -0.1%
CMBA
222
C.M. Bidwell & Associates
Hawaii
$2.07M +$28.7K +1,110 +1%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$2.02M +$2.64K +102 +0.1%
PWA
224
Physician Wealth Advisors
Utah
$2.02M +$39.1K +1,513 +2%
BWM
225
BCO Wealth Management
New Mexico
$1.99M +$2.07M +80,166 New

DFAX Hedge Fund Activity: Q4 2024 in Review

536 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2024, worth a combined $5.78B — up 0.57% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFAX positions and 30 closed out — a net gain of 61 holders — while 217 added to existing stakes and 142 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $45.9M. The largest seller was UBS Group, cutting an estimated $46.1M.

  • 536 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2024, up from 482 in Q3 2024.
  • Funds reported $5.78B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2024, up 0.57% quarter-over-quarter.
  • 91 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2024 and 30 closed out, a net change of +61 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $45.9M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2024 was UBS Group, an estimated $46.1M sold.

Based on aggregated 13F filings for Q4 2024.