Dimensional World ex US Core Equity 2 ETF
DFAX
317 hedge funds and large institutions have $3B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 145 increasing their positions, 90 reducing their positions, and 27 closing their positions.
163% more capital inflows, than outflows
Capital inflows: $394M | Capital outflows: $150M
61% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 90
1.83% more ownership
Funds ownership: 70.33% → 72.16% (+1.8%)
2% less funds holding
Funds holding: 325 → 317 (-8)
5% less funds holding in top 10
Funds holding in top 10: 64 → 61 (-3)
19% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.A. Davidson & Co
Great Falls,
Montana
|
+$47.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$47.4M |
| 3 |
Old Mission Capital
Chicago,
Illinois
|
+$36.8M |
| 4 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$35.2M |
| 5 |
Geometric Wealth Advisors
Washington,
District of Columbia
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cobblestone Capital Advisors
Rochester,
New York
|
-$29.8M |
| 2 |
Flow Traders U.S.
New York
|
-$23.1M |
| 3 |
Monograph Wealth Advisors
Manhattan Beach,
California
|
-$17.6M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$12.6M |
| 5 |
EP Wealth Advisors
Torrance,
California
|
-$10.3M |
DFAX Hedge Fund Activity: Q3 2022 in Review
317 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2022, worth a combined $3B — down 5% from $3.16B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of DFAX and 22 opened new positions — a net loss of 5 holders — while 90 trimmed existing stakes and 145 added.
The largest buyer was D.A. Davidson & Co, adding an estimated $47.5M. The largest seller was Cobblestone Capital Advisors, cutting an estimated $29.8M.
- 317 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2022, down from 325 in Q2 2022.
- Funds reported $3B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2022, down 5% quarter-over-quarter.
- 22 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2022 and 27 closed out, a net change of -5 holders.
- The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2022 was D.A. Davidson & Co, an estimated $47.5M added.
- The largest Dimensional World ex US Core Equity 2 ETF seller in Q3 2022 was Cobblestone Capital Advisors, an estimated $29.8M sold.
Based on aggregated 13F filings for Q3 2022.