Free Trial
$100 Off Ends Tonight! MarketBeat All Access Returns to $249
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Save $100 Now
Claim MarketBeat All Access Sale Promotion

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

Dimensional World ex U.S. Core Equity 2 ETF logo
$37.12 0.00 (0.00%)
As of 05/22/2026 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)
429
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
327
Total
Institutional Outflows
(last 12 months)
$692.48M
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.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
5/22/2026WNY Asset Management LLC14,319$486K0.1%N/A0.005%
5/22/2026Verus Capital Partners LLC37,132$1.26M0.1%-39.7%0.012%
5/19/2026 Flax Pond Capital LLC68,464$2.33M1.9%+1.9%0.022%
5/19/2026 NewEdge Advisors LLC131,114$4.45M0.1%+11.8%0.041%
5/19/2026 Bank of America Corp DE2,450,708$83.25M0.0%+25.5%0.773%
5/19/2026 Arkadios Wealth Advisors114,008$3.87M0.1%N/A0.036%
5/18/2026 Royal Bank of Canada3,769,013$128.03M0.0%+1.7%1.189%
5/16/2026 Quantinno Capital Management LP166,572$5.66M0.0%+34.8%0.053%
5/16/2026 Family Manage LLC58,986$2.00M0.2%+500.9%0.019%
5/15/2026 Cardiff Park Advisors LLC1,120,695$38.07M3.0%-4.0%0.354%
5/15/2026 Everest Financial Group LLC22,519$765K0.1%N/A0.007%
5/15/2026 Waverly Advisors LLC247,517$8.41M0.1%+1,954.4%0.078%
5/15/2026 Broadhurst Jeffrey B84,724$2.88M2.9%N/A0.027%
5/14/2026 Renaissance Technologies LLC10,900$370K0.0%N/A0.003%
5/14/2026 Sei Investments Co.56,036$1.90M0.0%+53.1%0.018%
5/14/2026 B&D White Capital Company LLC425,376$14.45M1.8%+29.7%0.134%
5/14/2026 Monograph Wealth Advisors LLC6,166,855$209.49M19.9%+1.8%1.945%
5/13/2026 Cetera Investment Advisers855,795$29.07M0.0%-3.5%0.270%
5/13/2026 Wealthspire Retirement LLC8,702$296K0.0%+37.2%0.003%
5/13/2026 American Investment Services Inc.232,367$7.89M1.8%-2.1%0.073%
5/13/2026 First Citizens Bank & Trust Co.5,900$200K0.0%N/A0.002%
5/8/2026 PNC Financial Services Group Inc.16,799$571K0.0%-11.3%0.005%
5/7/2026 Earned Wealth Advisors LLC138,180$4.69M0.3%-0.7%0.044%
5/7/2026 Parallel Advisors LLC3,640$124K0.0%-13.4%0.001%
5/7/2026 Regimen Wealth LLC341,590$11.60M3.4%N/A0.108%
5/6/2026 Zhang Financial LLC56,161$1.91M0.1%+18.8%0.018%
5/6/2026 FSA Advisors Inc.7,745$263K0.2%N/A0.002%
5/6/2026 Modera Wealth Management LLC443,607$15.07M0.2%-7.8%0.140%
5/6/2026 Astra Wealth Partners LLC60,625$2.06M1.2%+0.6%0.019%
5/6/2026 Assetmark Inc.2,875,490$97.68M0.2%-0.6%0.907%
5/6/2026 Gould Asset Management LLC CA197,277$6.70M1.2%-3.0%0.062%
5/5/2026 Financial Harvest LLC59,629$2.03M1.2%-3.8%0.019%
5/5/2026 Ferguson Johnson Wealth Management Inc15,373$522K0.4%+3.3%0.005%
5/5/2026 D.A. Davidson & CO.2,783,778$94.57M0.6%-1.1%0.878%
5/5/2026 Bank of New York Mellon Corp25,412$863K0.0%+16.9%0.008%
5/5/2026 Cogent Strategic Wealth LLC71,853$2.44M2.5%-12.4%0.023%
5/5/2026 Avantax Planning Partners Inc.18,876$641K0.0%-41.6%0.006%
5/4/2026 Summit Wealth Group LLC130,648$4.44M1.0%-3.7%0.041%
5/4/2026 Evernest Financial Advisors LLC109,109$3.95M0.8%-2.5%0.034%
5/4/2026 Glassman Wealth Services1,997,755$67.86M9.2%+1.8%0.630%
$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)

In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s known for playing his cards “close to the vest”… Is going to give you the name and ticker symbol of a company he believes will skyrocket thanks to the coming Starlink IPO…tc pixel

Click here to watch this short 3-minute video now.
5/4/2026 V2 Financial group LLC9,299$316K0.1%N/A0.003%
5/4/2026 Chicago Partners Investment Group LLC643,051$23.43M0.5%-0.2%0.203%
5/4/2026 Ruedi Wealth Management Inc.471,355$16.01M4.1%-5.0%0.149%
5/4/2026 Vantage Point Financial LLC198,339$6.74M2.4%-6.1%0.063%
5/2/2026 Navigate Wealth Management LLC14,698$530K0.4%N/A0.005%
5/2/2026 Silver Oak Advisory Group Inc.476,773$16.20M7.0%+8.7%0.150%
5/2/2026 Financial Alternatives Inc18,542$630K0.3%-7.7%0.006%
5/2/2026 Diversify Wealth Management LLC18,501$663K0.0%+2.8%0.006%
5/1/2026 Midwest Trust Co35,343$1.20M0.0%+2.1%0.011%
5/1/2026 Fifth Third Bancorp3,513,309$119.35M0.2%+38,910.8%1.108%
5/1/2026 Financial Connections Group Inc.263,308$8.94M3.1%-4.0%0.083%
5/1/2026 Warburton Capital Management LLC1,236,646$44.27M21.6%+11.6%0.390%
5/1/2026 Simplicity Wealth LLC64,171$2.18M0.1%-3.2%0.020%
5/1/2026 Sequoia Financial Advisors LLC603,494$20.50M0.1%-0.8%0.190%
4/30/2026 Hassell Wealth Management LLC201,703$6.85M2.3%-0.6%0.064%
4/30/2026 Triune Financial Partners LLC3,630,000$123.31M29.3%+0.3%1.145%
4/30/2026 Kestra Advisory Services LLC715,224$24.30M0.1%+5.8%0.226%
4/30/2026 CFS Investment Advisory Services LLC27,929$1.03M0.1%+8.5%0.009%
4/30/2026 Greenwood Capital Associates LLC460,529$15.64M1.7%+18.0%0.145%
4/30/2026 Frankly Finances LLC21,449$729K0.7%+15.6%0.007%
4/29/2026 Rockwood Wealth Management LLC102,103$3.47M0.2%-1.0%0.032%
4/29/2026 Orin Green Financial LLC6,087$207K0.1%N/A0.002%
4/29/2026 Jackson Thornton Wealth Management LLC1,422,904$51.11M4.5%-1.0%0.449%
4/29/2026 Corus Family Wealth Advisors30,659$1.04M0.8%-14.7%0.010%
4/29/2026 Integrated Advisors Network LLC209,688$7.12M0.4%+1.5%0.066%
4/29/2026 Sage Rhino Capital LLC39,184$1.33M0.2%+7.5%0.012%
4/29/2026 Core Wealth Management Inc.2,394,043$81.33M24.9%-0.2%0.755%
4/28/2026 Planning Center Inc.2,434,023$82.68M8.4%-6.7%0.768%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC20,881$756K0.2%+10.6%0.007%
4/28/2026 Ascentis Independent Advisors928$32K0.0%N/A0.000%
4/28/2026 Berger Financial Group Inc67,573$2.30M0.1%+13.1%0.021%
4/28/2026 Powerhouse Assets LLC13,127$446K0.4%-4.6%0.004%
4/28/2026 NBT Bank N A NY21,973$746K0.0%+33,704.6%0.007%
4/28/2026 Brighton Jones LLC608,449$20.67M0.9%-9.0%0.192%
4/28/2026 Level Wealth Management LLC14,415$490K0.2%+41.1%0.005%
4/27/2026 TCI Wealth Advisors Inc.839,456$28.52M1.5%-4.2%0.265%
4/27/2026 HB Wealth Management LLC49,074$1.67M0.0%N/A0.015%
4/27/2026 BIP Wealth LLC49,646$1.69M0.1%N/A0.016%
4/27/2026 Baer Investment Advisory LLC6,507$221K0.0%N/A0.002%
4/27/2026 Legacy Financial Group Inc.645,085$21.91M5.8%-0.2%0.203%
4/27/2026 Private Advisor Group LLC1,153,055$39.17M0.2%-1.7%0.364%
4/27/2026 Financial Plan Inc.731,319$24.84M2.7%-1.0%0.231%
4/25/2026 Bayshore Asset Management LLC225,352$7.66M3.0%-0.3%0.071%
4/25/2026 Keybank National Association OH23,895$812K0.0%-8.3%0.008%
4/25/2026 rebel Financial LLC6,983$237K0.1%-8.9%0.002%
4/25/2026 BetterWealth LLC1,822,328$61.90M12.1%+0.1%0.575%
4/24/2026 Merited Wealth LLC91,734$3.12M2.6%-3.4%0.029%
4/24/2026 True Blue Financial LLC241,584$8.21M6.5%-2.6%0.076%
4/24/2026 DeLarme Wealth Management Inc.47,429$1.61M1.0%-5.5%0.015%
4/24/2026 Johnson Wealth Management LLC1,327,681$45.10M21.8%+0.8%0.419%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)

Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.tc pixel

See how to get positioned in SpaceX before the announcement goes public
4/23/2026 KOM Wealth Management Group LLC16,481$560K0.4%-5.4%0.005%
4/23/2026 626 Financial LLC149,542$5.08M2.3%N/A0.047%
4/23/2026 Master S Wealth Management Inc.1,394,816$47.38M16.0%+0.5%0.440%
4/23/2026 SJS Investment Consulting Inc.270,834$9.20M1.1%-2.0%0.085%
4/23/2026 Forum Financial Management LP1,055,497$35.86M0.5%-3.4%0.333%
4/23/2026 Investment Planning Advisors Inc.39,875$1.36M0.4%+2.3%0.013%
4/23/2026 waypoint wealth counsel27,120$921K0.5%-33.2%0.009%
4/23/2026 Apollon Financial LLC60,774$2.06M0.3%+10.8%0.019%
4/22/2026 First Financial Group Corp143,855$4.89M4.0%+5.5%0.045%
4/22/2026 Hurlow Wealth Management Group Inc.303,923$10.32M2.5%+1.7%0.096%


DFAX Institutional Ownership - Frequently Asked Questions

During the previous two years, 698 institutional investors and hedge funds held shares of Dimensional World ex U.S. Core Equity 2 ETF. The most heavily invested institutionals were Focus Partners Wealth ($349.40M), LPL Financial LLC ($264.03M), Geometric Wealth Advisors ($240.51M), Allworth Financial LP ($216.37M), Monograph Wealth Advisors LLC ($209.49M), Envestnet Asset Management Inc. ($209.19M), and Great Waters Wealth Management ($166.01M).Learn more on Dimensional World ex U.S. Core Equity 2 ETF's institutional investors.

Of the 597 institutional investors that purchased Dimensional World ex U.S. Core Equity 2 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wolfstich Capital LLC ($9.91M), Factory Mutual Insurance Co. ($4.81M), Triune Financial Partners LLC ($3.76M), Fifth Third Bancorp ($3.51M), Jane Street Group LLC ($3.28M), Allworth Financial LP ($3.18M), and Raymond James Financial Inc. ($3.17M).

Institutional investors have bought a total of 51,550,973 shares in the last 24 months. This purchase volume represents approximately $1.64B in transactions.

Of the 327 institutional investors that sold Dimensional World ex U.S. Core Equity 2 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RFG Advisory LLC ($4.94M), Susquehanna International Group LLP ($1.99M), Envestnet Asset Management Inc. ($1.03M), Commonwealth Equity Services LLC ($1.00M), Focus Partners Advisor Solutions LLC ($941.56K), Geometric Wealth Advisors ($935.12K), and BlueSky Wealth Advisors LLC ($851.56K).

Institutional investors have sold a total of 22,344,663 shares in the last 24 months. This volume of shares sold represents approximately $692.48M in transactions.



This page (NYSEARCA:DFAX) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners