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Dimensional World ex US Core Equity 2 ETF
DFAX

304 hedge funds and large institutions have $3.24B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

677% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 13

187% more funds holding in top 10

Funds holding in top 10: 23 → 66 (+43)

82% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 56

62% more capital invested

Capital invested by funds: $2.01B → $3.24B (+$1.24B)

40% more funds holding

Funds holding: 217 → 304 (+87)

20.76% more ownership

Funds ownership: 46.72% → 67.49% (+21%)

Holders
304
Holders Change
+87
Holders Change %
+40.09%
% of All Funds
4.68%
Holding in Top 10
66
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+186.96%
% of All Funds
1.02%
New
101
Increased
102
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$86.8M
2
UWPG
Ullmann Wealth Partners Group
Florida
+$30.5M
3
LPL Financial
LPL Financial
California
+$29.3M
4
CCA
Cobblestone Capital Advisors
New York
+$28.6M
5
BWA
BlueSky Wealth Advisors
North Carolina
+$25.7M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$16.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.6M
3
EAM
Evanson Asset Management
California
-$11.6M
4
SWM
Soundmark Wealth Management
Washington
-$7.07M
5
CWM
Cedar Wealth Management
California
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$283M +$2.22M +84,969 +0.8%
GT
2
Glenmede Trust
Pennsylvania
$152M -$1.23M -47,203 -0.8%
LPL Financial
3
LPL Financial
California
$140M +$29.3M +1,121,706 +26%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$134M +$716K +27,402 +0.5%
PL
5
Plancorp LLC
Missouri
$112M -$985K -37,697 -0.9%
MWA
6
Monograph Wealth Advisors
California
$108M +$108M +4,132,499 New
GWA
7
Geometric Wealth Advisors
District of Columbia
$94.5M +$94.5M +3,619,808 New
AF
8
Alerus Financial
North Dakota
$93.6M +$9.54M +365,382 +11%
JWA
9
JFS Wealth Advisors
Pennsylvania
$90.2M -$518K -19,839 -0.6%
EVM
10
Eaton Vance Management
Massachusetts
$86.8M +$86.8M +3,323,255 New
EAM
11
Evanson Asset Management
California
$81.8M -$11.6M -443,225 -12%
TFP
12
Triune Financial Partners
Kansas
$60.9M +$60.9M +2,331,850 New
AssetMark Inc
13
AssetMark Inc
California
$55.6M +$3.88M +148,484 +7%
CFA
14
Capstone Financial Advisors
Illinois
$54.3M +$2.83M +108,392 +5%
GA
15
Greenspring Advisors
Maryland
$53.6M +$53.6M +2,053,758 New
UBS Group
16
UBS Group
Switzerland
$50.6M -$212K -8,117 -0.4%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.8M +$247K +9,454 +0.5%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$47M +$47M +1,800,140 New
BBNB
19
Baker Boyer National Bank
Washington
$44.8M +$44.8M +1,716,347 New
MCM
20
Morton Capital Management
California
$43.5M +$43.5M +1,664,211 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$38.3M +$14.2M +543,649 +59%
AF
22
Allworth Financial
California
$38.1M +$11.9M +456,722 +46%
CPA
23
Cardiff Park Advisors
California
$36.9M +$36.9M +1,412,526 New
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$36.6M +$319K +12,205 +0.9%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$35.8M +$3.94M +150,796 +12%
1
2 3 4 5

DFAX Hedge Fund Activity: Q4 2021 in Review

304 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2021, worth a combined $3.24B — up 62% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new DFAX positions and 13 closed out — a net gain of 88 holders — while 102 added to existing stakes and 56 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $86.8M. The largest seller was OneDigital Investment Advisors, cutting an estimated $16.2M.

  • 304 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $3.24B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2021, up 62% quarter-over-quarter.
  • 101 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2021 and 13 closed out, a net change of +88 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2021 was Eaton Vance Management, an estimated $86.8M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2021 was OneDigital Investment Advisors, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2021.