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Dimensional World ex US Core Equity 2 ETF
DFAX

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 163

6% more capital invested

Capital invested by funds: $5.44B → $5.75B (+$312M)

3% more funds holding

Funds holding: 469 → 482 (+13)

0% more funds holding in top 10

Funds holding in top 10: 74 → 74 (0)

1.7% less ownership

Funds ownership: 79.14% → 77.44% (-1.7%)

Holders
482
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.92%
Holding in Top 10
74
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.06%
New
36
Increased
186
Reduced
163
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$288M
2
FMI
Factory Mutual Insurance
Massachusetts
+$50.3M
3
AF
Allworth Financial
California
+$23.6M
4
GWWM
Great Waters Wealth Management
Minnesota
+$13.1M
5
AL
Aspiriant LLC
California
+$11.8M

Top Sellers

1
Jane Street
Jane Street
New York
-$36.3M
2
RA
RFG Advisory
Alabama
-$28.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$26.7M
4
CFA
Capstone Financial Advisors
Illinois
-$16.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$300M +$288M +11,114,024 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$246M -$16.5M -636,883 -7%
LPL Financial
3
LPL Financial
California
$202M +$3.01M +116,080 +2%
GWA
4
Geometric Wealth Advisors
District of Columbia
$194M -$2.92M -112,676 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$154M +$7.28M +280,571 +5%
MWA
6
Monograph Wealth Advisors
California
$152M +$3.19M +122,873 +2%
GT
7
Glenmede Trust
Pennsylvania
$139M -$543K -20,927 -0.4%
AF
8
Allworth Financial
California
$124M +$23.6M +907,930 +25%
UBS Group
9
UBS Group
Switzerland
$122M +$5.19M +200,096 +5%
PL
10
Plancorp LLC
Missouri
$112M -$570K -21,981 -0.5%
Comerica Bank
11
Comerica Bank
Texas
$111M -$4.37M -168,376 -4%
GWWM
12
Great Waters Wealth Management
Minnesota
$105M +$13.1M +505,162 +15%
JWA
13
JFS Wealth Advisors
Pennsylvania
$102M -$89.8K -3,460 -0.1%
AssetMark Inc
14
AssetMark Inc
California
$98.6M +$1.22M +47,105 +1%
AF
15
Alerus Financial
North Dakota
$96.9M -$7.66M -295,463 -8%
RA
16
RFG Advisory
Alabama
$96.5M -$28.5M -1,099,604 -24%
TFP
17
Triune Financial Partners
Kansas
$94.6M +$3.92M +151,248 +5%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$88M -$288K -11,098 -0.3%
FPAS
19
Focus Partners Advisor Solutions
Missouri
$78.5M -$2.16M -83,084 -3%
PCI
20
Planning Center Inc
Illinois
$77.7M +$757K +29,178 +1%
EAM
21
Evanson Asset Management
California
$70.9M +$266K +10,259 +0.4%
DADC
22
D.A. Davidson & Co
Montana
$70.2M +$1.54M +59,278 +2%
ADL
23
Asset Dedication LLC
California
$68.2M -$1.01M -39,101 -2%
CCA
24
Cobblestone Capital Advisors
New York
$66.7M +$484K +18,648 +0.8%
CFA
25
Capstone Financial Advisors
Illinois
$60.3M -$16.6M -639,247 -22%
1
2 3 4 5

DFAX Hedge Fund Activity: Q3 2024 in Review

482 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2024, worth a combined $5.75B — up 5.7% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAX positions and 18 closed out — a net gain of 18 holders — while 186 added to existing stakes and 163 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $288M. The largest seller was Jane Street, cutting an estimated $36.3M.

  • 482 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2024, up from 469 in Q2 2024.
  • Funds reported $5.75B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 36 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2024 and 18 closed out, a net change of +18 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $288M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q3 2024 was Jane Street, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.