Dimensional World ex US Core Equity 2 ETF
DFAX
450 hedge funds and large institutions have $5.26B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 172 increasing their positions, 160 reducing their positions, and 15 closing their positions.
193% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 15
6% more capital invested
Capital invested by funds: $4.96B → $5.26B (+$294M)
5% more funds holding
Funds holding: 429 → 450 (+21)
8% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 160
0% more funds holding in top 10
Funds holding in top 10: 76 → 76 (0)
1.41% less ownership
Funds ownership: 79.89% → 78.48% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$36.6M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$25.6M |
| 3 |
CPCM
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
+$24.2M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$11.4M |
| 5 |
MWA
Monograph Wealth Advisors
Manhattan Beach,
California
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
-$29.1M |
| 2 |
Jane Street
New York
|
-$24.6M |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$24.6M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$13M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.24M |
DFAX Hedge Fund Activity: Q1 2024 in Review
450 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2024, worth a combined $5.26B — up 5.9% from $4.96B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new DFAX positions and 15 closed out — a net gain of 29 holders — while 172 added to existing stakes and 160 trimmed.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $36.6M. The largest seller was Prosperity Capital Advisors, cutting an estimated $29.1M.
- 450 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2024, up from 429 in Q4 2023.
- Funds reported $5.26B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2024, up 5.9% quarter-over-quarter.
- 44 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2024 and 15 closed out, a net change of +29 holders.
- The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2024 was GeoWealth Management, an estimated $36.6M added.
- The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2024 was Prosperity Capital Advisors, an estimated $29.1M sold.
Based on aggregated 13F filings for Q1 2024.