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Dimensional World ex US Core Equity 2 ETF
DFAX

217 hedge funds and large institutions have $2.01B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 217 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.72% more ownership

Funds ownership: 0% → 46.72% (+47%)

Holders
217
Holders Change
+217
Holders Change %
–
% of All Funds
3.8%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.4%
New
217
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$285M
2
GT
Glenmede Trust
Pennsylvania
+$155M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$135M
4
PL
Plancorp LLC
Missouri
+$114M
5
LPL Financial
LPL Financial
California
+$112M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$278M +$285M +10,752,987 New
GT
2
Glenmede Trust
Pennsylvania
$152M +$155M +5,864,565 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$132M +$135M +5,116,460 New
PL
4
Plancorp LLC
Missouri
$112M +$114M +4,322,043 New
LPL Financial
5
LPL Financial
California
$110M +$112M +4,232,890 New
JWA
6
JFS Wealth Advisors
Pennsylvania
$90M +$92M +3,475,724 New
AF
7
Alerus Financial
North Dakota
$83.3M +$85.2M +3,220,193 New
AssetMark Inc
8
AssetMark Inc
California
$51.3M +$52.5M +1,982,545 New
CFA
9
Capstone Financial Advisors
Illinois
$51M +$52.2M +1,972,444 New
UBS Group
10
UBS Group
Switzerland
$50.4M +$51.5M +1,947,829 New
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.1M +$49.2M +1,858,181 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$36M +$36.8M +1,389,914 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$31.6M +$32.3M +1,219,156 New
MWP
14
Meridian Wealth Partners
Pennsylvania
$30M +$30.7M +1,158,977 New
PAG
15
Private Advisor Group
New Jersey
$27.5M +$28.1M +1,063,663 New
SP
16
Symmetry Partners
Connecticut
$27.2M +$28.1M +1,060,921 New
AC
17
Apella Capital
Connecticut
$26.4M +$27M +1,020,867 New
AF
18
Allworth Financial
California
$26M +$26.6M +1,003,454 New
FAAM
19
First Ascent Asset Management
Colorado
$24.7M +$25.3M +955,949 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$23.9M +$24.5M +924,999 New
Osaic Holdings
21
Osaic Holdings
Arizona
$22.6M +$23.2M +875,040 New
NCM
22
New Capital Management
Texas
$19.7M +$20.4M +770,457 New
SWM
23
Soundmark Wealth Management
Washington
$18.1M +$18.5M +698,859 New
ADL
24
Asset Dedication LLC
California
$18M +$18.4M +696,184 New
MML Investors Services
25
MML Investors Services
Massachusetts
$17.3M +$17.7M +667,818 New
1
2 3 4 5

DFAX Hedge Fund Activity: Q3 2021 in Review

217 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2021, worth a combined $2.01B.

Buyers outnumbered sellers: 217 funds opened new DFAX positions and 0 closed out — a net gain of 217 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $285M.

  • 217 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $2.01B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2021.
  • 217 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2021 and 0 closed out, a net change of +217 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2021 was Buckingham Strategic Wealth, an estimated $285M added.

Based on aggregated 13F filings for Q3 2021.