Dimensional World ex US Core Equity 2 ETF
DFAX
429 hedge funds and large institutions have $4.96B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 164 increasing their positions, 136 reducing their positions, and 20 closing their positions.
205% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 20
21% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 136
8% more funds holding
Funds holding: 397 → 429 (+32)
6% more capital invested
Capital invested by funds: $4.67B → $4.96B (+$293M)
1% less funds holding in top 10
Funds holding in top 10: 77 → 76 (-1)
1.51% less ownership
Funds ownership: 81.4% → 79.89% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$23.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$22.7M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$20.6M |
| 4 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
+$11.5M |
| 5 |
GWA
Geometric Wealth Advisors
Washington,
District of Columbia
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$142M |
| 2 |
Jane Street
New York
|
-$81.6M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$23.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.7M |
| 5 |
LEFP
Leading Edge Financial Planning
Knoxville,
Tennessee
|
-$17.6M |
DFAX Hedge Fund Activity: Q4 2023 in Review
429 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2023, worth a combined $4.96B — up 6.3% from $4.67B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new DFAX positions and 20 closed out — a net gain of 41 holders — while 164 added to existing stakes and 136 trimmed.
The largest buyer was M Holdings Securities, opening a new position worth an estimated $23.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $142M.
- 429 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2023, up from 397 in Q3 2023.
- Funds reported $4.96B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2023, up 6.3% quarter-over-quarter.
- 61 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2023 and 20 closed out, a net change of +41 holders.
- The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2023 was M Holdings Securities, an estimated $23.5M added.
- The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $142M sold.
Based on aggregated 13F filings for Q4 2023.