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Dimensional World ex US Core Equity 2 ETF

368 hedge funds and large institutions have $4.02B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 16

31% more capital invested

Capital invested by funds: $3.07B → $4.02B (+$958M)

30% more funds holding in top 10

Funds holding in top 10: 6179 (+18)

17% more funds holding

Funds holding: 315368 (+53)

16% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 113

6.97% more ownership

Funds ownership: 74.28%81.25% (+7%)

Holders
368
Holders Change
+53
Holders Change %
+16.83%
% of All Funds
5.92%
Holding in Top 10
79
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+29.51%
% of All Funds
1.27%
New
79
Increased
131
Reduced
113
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$247M +$9.49M +456,417 +4%
BSW
2
Buckingham Strategic Wealth
Missouri
$241M +$12M +577,510 +5%
LPL Financial
3
LPL Financial
California
$150M +$535K +25,734 +0.4%
PFO
4
Pathstone Family Office
New Jersey
$146M -$3.48M -167,458 -2%
GT
5
Glenmede Trust
Pennsylvania
$112M -$2.18M -104,683 -2%
GWA
6
Geometric Wealth Advisors
District of Columbia
$106M +$6.55M +315,112 +7%
Comerica Bank
7
Comerica Bank
Texas
$100M -$5M -240,322 -5%
Jane Street
8
Jane Street
New York
$94.6M +$76M +3,655,321 +505%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$93.7M +$33.4M +1,607,649 +59%
PL
10
Plancorp LLC
Missouri
$92.7M +$1.58M +75,765 +2%
MWA
11
Monograph Wealth Advisors
California
$84.8M +$5.43M +261,099 +7%
AF
12
Alerus Financial
North Dakota
$84.6M +$1.05M +50,637 +1%
JWA
13
JFS Wealth Advisors
Pennsylvania
$83.3M +$268K +12,903 +0.3%
RA
14
RFG Advisory
Alabama
$77.3M +$63.4M +3,051,469 +1,136%
AssetMark Inc
15
AssetMark Inc
California
$66.6M +$3.13M +150,656 +5%
EAM
16
Evanson Asset Management
California
$66.1M -$1.95M -93,563 -3%
PCI
17
Planning Center Inc
Illinois
$61.4M +$27.9M +1,340,346 +89%
AF
18
Allworth Financial
California
$61.2M +$5.71M +274,557 +11%
TFP
19
Triune Financial Partners
Kansas
$59M +$2.21M +106,111 +4%
CFA
20
Capstone Financial Advisors
Illinois
$58M +$2.77M +133,240 +5%
UBS Group
21
UBS Group
Switzerland
$53M +$756K +36,379 +2%
CCA
22
Cobblestone Capital Advisors
New York
$49.8M -$3.82M -183,660 -7%
DADC
23
D.A. Davidson & Co
Montana
$49.4M +$683K +32,870 +1%
CWM
24
Core Wealth Management
Florida
$42.8M +$41.2M +1,982,025 New
GA
25
Greenspring Advisors
Maryland
$42.1M -$2.92M -140,233 -7%

DFAX Hedge Fund Activity: Q4 2022 in Review

368 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2022, worth a combined $4.02B — up 31% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DFAX positions and 16 closed out — a net gain of 63 holders — while 131 added to existing stakes and 113 trimmed.

The largest buyer was Jane Street, adding an estimated $76M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $42.1M.

  • 368 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $4.02B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 79 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2022 and 16 closed out, a net change of +63 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2022 was Jane Street, an estimated $76M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2022 was Focus Partners Advisor Solutions, an estimated $42.1M sold.

Based on aggregated 13F filings for Q4 2022.