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Dimensional World ex US Core Equity 2 ETF

536 hedge funds and large institutions have $5.78B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 217 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 142

18% more funds holding in top 10

Funds holding in top 10: 7487 (+13)

11% more funds holding

Funds holding: 482536 (+54)

4.67% more ownership

Funds ownership: 77.44%82.11% (+4.7%)

1% more capital invested

Capital invested by funds: $5.75B → $5.78B (+$32.7M)

Holders
536
Holders Change
+54
Holders Change %
+11.2%
% of All Funds
7.06%
Holding in Top 10
87
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.57%
% of All Funds
1.15%
New
91
Increased
217
Reduced
142
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$273M -$3.77M -145,741 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$207M -$19.6M -756,495 -8%
LPL Financial
3
LPL Financial
California
$188M +$2.16M +83,646 +1%
GWA
4
Geometric Wealth Advisors
District of Columbia
$188M +$9.43M +364,596 +5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$150M +$8.39M +324,453 +6%
MWA
6
Monograph Wealth Advisors
California
$136M -$3.88M -150,021 -3%
GT
7
Glenmede Trust
Pennsylvania
$127M -$1.64M -63,411 -1%
AF
8
Allworth Financial
California
$120M +$4.12M +159,216 +3%
GWWM
9
Great Waters Wealth Management
Minnesota
$115M +$18.4M +710,723 +18%
PL
10
Plancorp LLC
Missouri
$103M -$541K -20,926 -0.5%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$95.5M +$24.2M +934,894 +32%
RA
12
RFG Advisory
Alabama
$95.2M +$6.58M +254,240 +7%
Comerica Bank
13
Comerica Bank
Texas
$94.9M -$7.06M -273,105 -7%
JWA
14
JFS Wealth Advisors
Pennsylvania
$94.4M +$354K +13,668 +0.4%
AssetMark Inc
15
AssetMark Inc
California
$92.4M +$1.71M +66,158 +2%
TFP
16
Triune Financial Partners
Kansas
$91.8M +$4.88M +188,612 +5%
AF
17
Alerus Financial
North Dakota
$88.2M -$1.06M -40,997 -1%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$78.7M -$2.42M -93,681 -3%
PCI
19
Planning Center Inc
Illinois
$72.5M +$964K +37,252 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$72.2M +$45.9M +1,772,933 +156%
GM
21
GeoWealth Management
Illinois
$68.4M +$32.1M +1,241,761 +82%
UBS Group
22
UBS Group
Switzerland
$68.3M -$46.1M -1,783,420 -39%
DADC
23
D.A. Davidson & Co
Montana
$66.3M +$1.72M +66,311 +3%
EAM
24
Evanson Asset Management
California
$65.6M +$335K +12,943 +0.5%
CCA
25
Cobblestone Capital Advisors
New York
$61.6M +$291K +11,249 +0.5%

DFAX Hedge Fund Activity: Q4 2024 in Review

536 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2024, worth a combined $5.78B — up 0.57% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFAX positions and 30 closed out — a net gain of 61 holders — while 217 added to existing stakes and 142 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $45.9M. The largest seller was UBS Group, cutting an estimated $46.1M.

  • 536 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2024, up from 482 in Q3 2024.
  • Funds reported $5.78B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2024, up 0.57% quarter-over-quarter.
  • 91 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2024 and 30 closed out, a net change of +61 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $45.9M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2024 was UBS Group, an estimated $46.1M sold.

Based on aggregated 13F filings for Q4 2024.