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Dimensional World ex US Core Equity 2 ETF

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 85

13% more funds holding

Funds holding: 284322 (+38)

11.35% more ownership

Funds ownership: 58.98%70.33% (+11%)

11% more capital invested

Capital invested by funds: $2.85B → $3.16B (+$303M)

7% more funds holding in top 10

Funds holding in top 10: 6064 (+4)

Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.42%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$229M -$930K -39,949 -0.4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$187M +$85.2M +3,661,556 +72%
LPL Financial
3
LPL Financial
California
$143M +$156M +6,689,882 New
GT
4
Glenmede Trust
Pennsylvania
$118M -$5.77M -248,060 -4%
MWA
5
Monograph Wealth Advisors
California
$96.4M -$477K -20,510 -0.5%
Comerica Bank
6
Comerica Bank
Texas
$95.7M +$104M +4,459,661 New
PL
7
Plancorp LLC
Missouri
$90.8M -$979K -42,056 -1%
CCA
8
Cobblestone Capital Advisors
New York
$83.4M +$56.6M +2,432,334 +167%
JWA
9
JFS Wealth Advisors
Pennsylvania
$81.8M +$853K +36,666 +1%
GWA
10
Geometric Wealth Advisors
District of Columbia
$75.7M +$82.1M +3,529,524 New
PFO
11
Pathstone Family Office
New Jersey
$74.2M +$80.5M +3,460,856 New
EAM
12
Evanson Asset Management
California
$69.4M +$3.33M +143,186 +5%
AF
13
Alerus Financial
North Dakota
$61.4M -$18.1M -777,221 -21%
AssetMark Inc
14
AssetMark Inc
California
$60.2M +$5.86M +251,894 +10%
TFP
15
Triune Financial Partners
Kansas
$53.1M +$2.49M +106,994 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$50.6M +$4.14M +177,781 +8%
AF
17
Allworth Financial
California
$47M +$14.6M +627,029 +40%
GA
18
Greenspring Advisors
Maryland
$46M +$1.56M +66,908 +3%
UBS Group
19
UBS Group
Switzerland
$43.5M -$650K -27,917 -1%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$40.2M +$1.51M +64,838 +4%
MCM
21
Morton Capital Management
California
$38.9M +$2.44M +104,851 +6%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.2M -$950K -40,816 -2%
BBNB
23
Baker Boyer National Bank
Washington
$37M +$297K +12,766 +0.7%
CFA
24
Capstone Financial Advisors
Illinois
$32.7M -$7.26M -312,167 -17%
CPA
25
Cardiff Park Advisors
California
$31.8M +$2.71M +116,281 +9%

DFAX Hedge Fund Activity: Q2 2022 in Review

322 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2022, worth a combined $3.16B — up 11% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAX positions and 23 closed out — a net gain of 41 holders — while 125 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $156M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $85.7M sold.

  • 322 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2022, up from 284 in Q1 2022.
  • Funds reported $3.16B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2022, up 11% quarter-over-quarter.
  • 64 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2022 and 23 closed out, a net change of +41 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $156M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2022 was Eaton Vance Management, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2022.