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Dimensional World ex US Core Equity 2 ETF
DFAX

449 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, 170 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $4.98B → $5.26B (+$281M)

5% more funds holding

Funds holding: 428 → 449 (+21)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 161

0% more funds holding in top 10

Funds holding in top 10: 76 → 76 (0)

1.46% less ownership

Funds ownership: 79.94% → 78.48% (-1.5%)

Holders
449
Holders Change
+21
Holders Change %
+4.91%
% of All Funds
6.47%
Holding in Top 10
76
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
44
Increased
170
Reduced
161
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$36.6M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$25.6M
3
CPCM
Cardinal Point Capital Management
Ontario, Canada
+$24.2M
4
SFS
Sowell Financial Services
Arkansas
+$11.4M
5
MWA
Monograph Wealth Advisors
California
+$10.8M

Top Sellers

1
PCA
Prosperity Capital Advisors
Ohio
-$29.1M
2
Jane Street
Jane Street
New York
-$24.6M
3
MHS
M Holdings Securities
Oregon
-$24.6M
4
OMC
Old Mission Capital
Illinois
-$13M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$293M -$2.81M -114,679 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$279M +$7.39M +301,988 +3%
LPL Financial
3
LPL Financial
California
$189M +$3.47M +141,948 +2%
GWA
4
Geometric Wealth Advisors
District of Columbia
$164M +$5.78M +236,207 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$146M +$5.18M +211,845 +4%
GT
6
Glenmede Trust
Pennsylvania
$133M +$559K +22,870 +0.4%
MWA
7
Monograph Wealth Advisors
California
$131M +$10.8M +441,506 +9%
RA
8
RFG Advisory
Alabama
$115M +$6.44M +263,468 +6%
Comerica Bank
9
Comerica Bank
Texas
$114M -$64.8K -2,648 -0.1%
UBS Group
10
UBS Group
Switzerland
$113M +$4.17M +170,312 +4%
PL
11
Plancorp LLC
Missouri
$107M -$150K -6,123 -0.1%
AF
12
Alerus Financial
North Dakota
$99.6M -$813K -33,254 -0.8%
JWA
13
JFS Wealth Advisors
Pennsylvania
$96.7M -$1.55M -63,466 -2%
AF
14
Allworth Financial
California
$93.7M -$416K -17,026 -0.5%
AssetMark Inc
15
AssetMark Inc
California
$91.5M +$3.29M +134,637 +4%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$83.5M -$827K -33,801 -1%
TFP
17
Triune Financial Partners
Kansas
$81.7M +$668K +27,307 +0.9%
GWWM
18
Great Waters Wealth Management
Minnesota
$76.9M +$5.59M +228,608 +8%
CFA
19
Capstone Financial Advisors
Illinois
$73M +$1.39M +56,795 +2%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$72.6M +$25.6M +1,044,956 +58%
EAM
21
Evanson Asset Management
California
$72.2M -$853K -34,882 -1%
PCI
22
Planning Center Inc
Illinois
$72M +$772K +31,556 +1%
ADL
23
Asset Dedication LLC
California
$66.8M +$4.02M +164,479 +7%
DADC
24
D.A. Davidson & Co
Montana
$63.6M +$1.4M +57,273 +2%
CCA
25
Cobblestone Capital Advisors
New York
$61.1M +$3.44M +140,483 +6%
1
2 3 4 5

DFAX Hedge Fund Activity: Q1 2024 in Review

449 of the 6,942 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 5.6% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAX positions and 15 closed out — a net gain of 29 holders — while 170 added to existing stakes and 161 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.

  • 449 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2024, up from 428 in Q4 2023.
  • Funds reported $5.26B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2024, up 5.6% 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.