Free Trial

Dimensional World ex U.S. Core Equity 2 ETF (DFAX) Institutional Ownership

Dimensional World ex U.S. Core Equity 2 ETF logo
$26.92 -0.03 (-0.11%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX)

Number of
Institutional Buyers
(last 12 months)
354
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
220
Total
Institutional Outflows
(last 12 months)
$463.75M
Get DFAX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional World ex U.S. Core Equity 2 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DFAX Institutional Buying and Selling by Quarter

Dimensional World ex U.S. Core Equity 2 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Vested Financial Planning LLC579,625$15.19M15.2%-8.9%0.199%
4/30/2025Brown Advisory Inc.39,856$1.04M0.0%+23.0%0.014%
4/30/2025Jessup Wealth Management Inc12,324$323K0.1%N/A0.004%
4/30/2025Core Wealth Management Inc.2,330,280$61.05M23.4%+1.7%0.800%
4/29/2025U.S. Capital Wealth Advisors LLC9,168$240K0.0%-7.6%0.003%
4/29/2025Heritage Wealth Management Inc.7,837$205K0.1%N/A0.003%
4/29/2025Envestnet Asset Management Inc.7,701,257$201.77M0.1%-7.6%2.644%
4/29/2025Cloud Capital Management LLC309,424$8.11M5.8%N/A0.106%
4/29/2025Capital Planning LLC37,077$971K0.3%-2.2%0.013%
4/29/2025Jackson Thornton Wealth Management LLC1,535,422$39.80M5.3%-6.1%0.527%
4/29/2025von Borstel & Associates Inc.510,919$13.39M4.0%+33.4%0.175%
4/29/2025Morris Financial Concepts Inc.41,809$1.10M0.5%-2.6%0.014%
4/29/2025New Capital Management LP2,253,096$59.03M16.9%+2.9%0.774%
4/29/2025OneDigital Investment Advisors LLC891,552$23.36M0.3%-1.9%0.306%
4/29/2025Baker Boyer National Bank1,689,779$44.27M16.3%+1.0%0.580%
4/29/2025Avantax Planning Partners Inc.73,161$1.92M0.1%+2.4%0.025%
4/28/2025 D.A. Davidson & CO.2,766,610$72.49M0.6%+3.8%0.950%
4/28/2025 Glassy Mountain Advisors Inc.698,668$18.31M6.5%+2.7%0.240%
4/28/2025 BCO Wealth Management LLC80,893$2.12M1.7%+0.9%0.028%
4/28/2025 Redmont Wealth Advisors LLC1,617$42K0.1%N/A0.001%
4/28/2025 Rossby Financial LCC1,823$49K0.0%N/A0.001%
4/28/2025 Red Lighthouse Investment Management LLC62,815$1.60M0.6%+4.1%0.022%
4/28/2025 BetterWealth LLC1,794,893$47.03M13.2%+2.3%0.616%
4/25/2025 Mather Group LLC.220,880$5.79M0.1%+1.4%0.076%
4/25/2025 DiNuzzo Private Wealth Inc.205,273$5.38M0.7%-0.6%0.070%
4/25/2025 Canandaigua National Trust Co of Florida11,492$301K0.3%-73.1%0.004%
4/25/2025 Northwest Wealth Management LLC91,674$2.40M0.5%-1.6%0.031%
4/25/2025 Grunden Financial Advisory Inc.530,007$13.89M6.7%-4.5%0.182%
4/25/2025 Master S Wealth Management Inc.1,294,142$33.91M17.8%+2.6%0.444%
4/24/2025 Golden State Wealth Management LLC7,003$183K0.0%+117.6%0.002%
4/24/2025 Confluence Wealth Services Inc.1,563,959$41.18M2.6%+14.6%0.537%
4/24/2025 Oakworth Capital Inc.3,467$91K0.0%N/A0.001%
4/24/2025 Canvas Wealth Advisors LLC12,030$316K0.1%N/A0.004%
4/24/2025 Beacon Financial Advisory LLC7,828$205K0.1%N/A0.003%
4/24/2025 Falcon Wealth Planning12,634$331K0.0%-5.2%0.004%
4/23/2025 Trellis Wealth Advisors LLC1,555,655$40.76M19.8%+0.4%0.534%
4/23/2025 Onyx Financial Advisors LLC1,146,440$30.04M15.9%+5.9%0.394%
4/23/2025 Western Wealth Management LLC90,337$2.37M0.2%-13.8%0.031%
4/23/2025 Sequoia Financial Advisors LLC636,692$16.68M0.1%+0.6%0.219%
4/23/2025 Pure Financial Advisors LLC369,260$9.68M0.2%-0.9%0.127%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
4/23/2025 Vannoy Advisory Group Inc.51,599$1.35M1.0%+2.6%0.018%
4/23/2025 Alpha Financial Advisors LLC67,033$1.76M0.8%-2.8%0.023%
4/23/2025 Golden State Wealth Management LLC15,458$405K0.0%+380.4%0.005%
4/23/2025 Spire Wealth Management4,259$112K0.0%-44.7%0.001%
4/23/2025 waypoint wealth counsel34,713$909K0.6%-4.6%0.012%
4/23/2025 Mission Hills Financial Advisory LLC8,040$211K0.1%N/A0.003%
4/23/2025 RAM Investment Partners LLC166,867$4.37M1.1%-0.6%0.057%
4/23/2025 Ruedi Wealth Management Inc.462,935$12.13M3.8%-2.1%0.159%
4/23/2025 Symmetry Partners LLC758,727$19.88M2.8%-2.5%0.261%
4/23/2025 Leading Edge Financial Planning LLC32,590$854K0.3%-1.8%0.011%
4/23/2025 PBMares Wealth Management LLC265,394$6.95M1.4%-9.2%0.091%
4/23/2025 Keystone Financial Services18,642$488K0.2%-2.1%0.006%
4/23/2025 Investment Planning Advisors Inc.32,119$842K0.3%+11.5%0.011%
4/23/2025 SC&H Financial Advisors Inc.229,665$6.02M1.2%+8.4%0.079%
4/23/2025 Vantage Point Financial LLC211,523$5.54M2.8%-0.7%0.073%
4/22/2025 Tanglewood Legacy Advisors LLC30,200$791K0.3%-5.1%0.010%
4/22/2025 Dopkins Wealth Management LLC220,121$5.77M2.9%-2.7%0.076%
4/22/2025 JFS Wealth Advisors LLC3,817,600$100.02M6.8%+0.6%1.311%
4/22/2025 Live Oak Private Wealth LLC327,764$8.59M1.4%+16.1%0.113%
4/22/2025 Cambridge Investment Research Advisors Inc.526,633$13.80M0.0%+177.9%0.181%
4/22/2025 First Financial Group Corp119,266$3.13M3.5%+4.2%0.041%
4/22/2025 Tassel Capital Management Inc.550,993$14.44M12.6%+5.1%0.189%
4/22/2025 Moisand Fitzgerald Tamayo LLC311,542$8.16M1.1%-1.4%0.107%
4/22/2025 Applied Capital LLC60,842$1.59M0.8%-0.6%0.021%
4/22/2025 XY Planning Network Inc.100,623$2.64M1.8%-4.9%0.035%
4/22/2025 Elser Financial Planning Inc22,303$584K0.8%-96.0%0.008%
4/22/2025 Evanson Asset Management LLC2,384,699$62.48M4.5%-9.6%0.819%
4/22/2025 Heritage Wealth Management Inc. Texas121,746$3.19M1.8%-8.0%0.042%
4/22/2025 Advisor Resource Council7,727$202K0.0%N/A0.003%
4/21/2025 Kraft Asset Management LLC69,765$1.83M1.7%-29.6%0.024%
4/21/2025 Proathlete Wealth Management LLC4,657$122K0.0%N/A0.002%
4/21/2025 Cherry Tree Wealth Management LLC107,958$2.83M0.7%+10.0%0.037%
4/21/2025 Andrews Lucia Wealth Management LLC363,346$9.03M6.0%-3.9%0.125%
4/21/2025 ERn Financial LLC346,094$9.07M1.4%-9.8%0.119%
4/21/2025 TCI Wealth Advisors Inc.986,778$25.85M2.1%+3.2%0.339%
4/21/2025 Aspiriant LLC745,315$19.53M0.7%+1.4%0.256%
4/21/2025 Dunhill Financial LLC8,907$233K0.1%N/A0.003%
4/21/2025 BlueSky Wealth Advisors LLC1,312,871$34.40M5.3%+4.6%0.451%
4/21/2025 Kingswood Wealth Advisors LLC95,500$2.50M0.1%+1.1%0.033%
4/18/2025 JP Wealth Management Inc.196,380$5.15M1.7%N/A0.067%
4/18/2025 Creative Capital Management Investments LLC1,959,697$51.34M19.8%+6.8%0.673%
4/18/2025 Market Street Wealth Management Advisors LLC37,461$981K0.2%+4.2%0.013%
4/18/2025 Planning Center Inc.2,916,306$76.41M9.0%+0.1%1.001%
4/18/2025 Five Oceans Advisors29,321$768K0.4%-6.7%0.010%
4/18/2025 Edge Financial Advisors LLC9,163$240K0.2%N/A0.003%
4/17/2025 Robertson Stephens Wealth Management LLC391,288$10.25M0.4%-1.0%0.134%
4/17/2025 Claris Advisors LLC MO708,901$18.57M6.9%-5.6%0.243%
4/17/2025 Sowell Financial Services LLC9,067$238K0.0%N/A0.003%
4/17/2025 GEM Asset Management LLC149,739$3.94M2.2%+1.3%0.051%
4/17/2025 Cyndeo Wealth Partners LLC148,369$3.89M0.3%+7.0%0.051%
M.A.G.A. is Finished – This Could be even Better (Ad)

You’ve no doubt heard Trump’s rally cry: Make America Great Again. But recently the President made a big change. Make America Wealthy Again (M.A.W.A).

When you see what could happen – I think you’ll be excited.
4/17/2025 Bayshore Asset Management LLC222,583$5.83M2.9%-0.3%0.076%
4/17/2025 Stewardship Advisors LLC21,802$571K0.2%+12.3%0.007%
4/17/2025 Retirement Solution LLC57,090$1.50M0.4%-37.1%0.020%
4/17/2025 Morton Capital Management LLC CA2,116,786$55.46M10.7%+3.9%0.727%
4/17/2025 Life Planning Partners Inc46,755$1.23M1.1%+1.0%0.016%
4/17/2025 Brighton Jones LLC590,989$15.48M0.5%+3.9%0.203%
4/17/2025 Factory Mutual Insurance Co.2,860,480$74.95M0.9%+47.6%0.982%
4/17/2025 Dynamic Advisor Solutions LLC37,019$970K0.0%-3.8%0.013%
4/17/2025 Scratch Capital LLC22,687$594K0.6%+31.6%0.008%
4/17/2025 Cliftonlarsonallen Wealth Advisors LLC1,430,766$37.49M0.7%-3.3%0.491%
(Data available from 1/1/2016 forward)

DFAX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAX shares?

During the previous two years, 562 institutional investors and hedge funds held shares of Dimensional World ex U.S. Core Equity 2 ETF. The most heavily invested institutionals were Buckingham Strategic Wealth LLC ($284.44M), Focus Partners Wealth ($272.67M), Envestnet Asset Management Inc. ($201.77M), LPL Financial LLC ($188.33M), Geometric Wealth Advisors ($188.01M), RFG Advisory LLC ($150.50M), and Commonwealth Equity Services LLC ($149.82M).Learn more on DFAX's institutional investors.

Which institutional investors have been buying Dimensional World ex U.S. Core Equity 2 ETF stock?

Of the 467 institutional investors that purchased Dimensional World ex U.S. Core Equity 2 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Modera Wealth Management LLC ($4.82M), Comerica Bank ($4.65M), Triune Financial Partners LLC ($3.69M), RFG Advisory LLC ($3.52M), Summit Wealth Group LLC ($3.36M), Pathstone Holdings LLC ($3.32M), and Raymond James Financial Inc. ($2.99M).

How much institutional buying is happening at Dimensional World ex U.S. Core Equity 2 ETF?

Institutional investors have bought a total of 105,492,130 shares in the last 24 months. This purchase volume represents approximately $2.58B in transactions.

Which Dimensional World ex U.S. Core Equity 2 ETF major shareholders have been selling company stock?

Of the 297 institutional investors that sold Dimensional World ex U.S. Core Equity 2 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($3.96M), Envestnet Asset Management Inc. ($3.39M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($1.35M), Ullmann Wealth Partners Group LLC ($1.35M), RFG Advisory LLC ($1.10M), Greenspring Advisors LLC ($779.67K), and Mercer Global Advisors Inc. ADV ($733.89K).

How much institutional selling is happening at Dimensional World ex U.S. Core Equity 2 ETF?

Institutional investors have sold a total of 27,472,554 shares in the last 24 months. This volume of shares sold represents approximately $686.09M in transactions.



This page (NYSEARCA:DFAX) was last updated on 4/30/2025 by MarketBeat.com Staff
From Our Partners