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

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

Number of
Institutional Buyers
(last 12 months)
376
Total
Institutional Inflows
(last 12 months)
$1.45B
Number of
Institutional Sellers
(last 12 months)
268
Total
Institutional Outflows
(last 12 months)
$471.38M
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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
10/13/2026Forvis Mazars Wealth Advisors LLC136,458$5.05M0.1%N/A0.041%
10/13/2026Vannoy Advisory Group Inc.50,039$1.85M1.1%-1.8%0.015%
10/13/2026Sax Wealth Advisors LLC248,244$9.19M0.3%-14.5%0.074%
10/10/2026Arbor Wealth Advisors LLC6,947$257K0.2%-4.4%0.002%
10/9/2026Sprinkle Financial Consultants LLC53,024$1.96M0.7%+7.6%0.016%
10/9/2026Lawood & Co.219,432$8.12M4.9%+6.9%0.066%
10/9/2026Graves Light Lenhart Wealth Inc.623,582$23.09M2.1%+8.6%0.187%
10/9/2026Prosperity Planning Inc.454,810$16.84M3.8%-3.7%0.136%
10/9/2026Market Street Wealth Management Advisors LLC25,295$936K0.1%-33.0%0.008%
10/8/2026Conrad Siegel Investment Advisors Inc.712,628$26.38M4.3%-1.1%0.214%
10/8/2026Farther Finance Advisors LLC523,709$19.39M0.1%+5.3%0.157%
10/8/2026Sapient Capital LLC5,816$215K0.0%N/A0.002%
10/8/2026Apella Capital LLC1,613,440$59.83M0.8%+0.7%0.484%
10/8/2026Avidian Wealth Enterprises LLC7,564$280K0.0%N/A0.002%
10/7/2026Venture Visionary Partners LLC5,716$212K0.0%N/A0.002%
10/7/2026Canandaigua National Trust Co of Florida33,092$1.23M0.7%N/A0.010%
10/7/2026Great Waters Wealth Management5,348,513$198.00M17.8%+5.8%1.604%
10/6/2026Financial Symmetry Inc1,598,157$59.16M18.9%-0.3%0.479%
10/6/2026Legacy Private Trust Co.7,501$278K0.0%N/A0.002%
10/5/2026Baker Tilly Wealth Management LLC32,050$1.19M0.2%-2.4%0.010%
10/2/2026 Versant Capital Management Inc118,536$4.39M0.4%+0.5%0.036%
9/23/2026Envestnet Portfolio Solutions Inc.6,286$232K0.0%N/A0.002%
9/23/2026Envestnet Asset Management Inc.6,693,905$246.60M0.0%+1.4%2.011%
9/17/2026Wellington Altus USA Inc.14,643$497K0.3%-16.7%0.004%
9/9/2026Capstone Financial Advisors Inc.2,043,404$75.28M3.7%-1.1%0.624%
9/9/2026Sequoia Financial Advisors LLC598,384$22.04M0.1%-0.8%0.183%
9/9/2026Cahill Financial Advisors Inc.1,067,151$39.31M3.8%+4.8%0.326%
9/9/2026Gemmer Asset Management LLC10,895$401K0.0%-2.8%0.003%
9/9/2026Integrated Wealth Concepts LLC333,970$12.30M0.1%-1.2%0.102%
9/9/2026RFG Advisory LLC782,441$28.83M0.4%-2.3%0.239%
9/9/2026NewEdge Advisors LLC147,107$5.42M0.0%+7.8%0.045%
9/9/2026XY Planning Network Inc.120,482$4.44M0.6%+5.5%0.037%
9/8/2026Allworth Financial LP6,594,247$242.93M1.0%-9.2%2.013%
9/8/2026Waverly Advisors LLC14,225$524K0.0%-94.3%0.004%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group164,248$6.05M0.6%-1.0%0.050%
8/27/2026Corient Private Wealth LP322,777$11.89M0.0%-46.8%0.099%
8/23/2026Henrickson Nauta Wealth Advisors Inc.231,888$8.54M2.1%-0.2%0.071%
8/23/2026Andrews Lucia Wealth Management LLC349,686$12.88M6.8%+1.0%0.107%
8/23/2026HB Wealth Management LLC770,819$28.40M0.2%+1,470.7%0.235%
8/23/2026Semitam Bonam LLC22,668$835K0.6%+4.2%0.007%
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8/22/2026Highland Investment Advisors LLC24,404$899K0.4%N/A0.007%
8/22/2026Sensenig Capital Advisors Inc10,050$370K0.3%-7.5%0.003%
8/22/2026Vested Financial Planning LLC527,460$19.43M13.0%-4.2%0.161%
8/22/2026Tassel Capital Management Inc.592,185$21.82M10.3%+9.0%0.181%
8/21/2026Greenspring Advisors LLC1,894,281$69.79M3.8%-11.6%0.578%
8/21/2026Rodgers & Associates LTD5,636$208K0.0%N/A0.002%
8/21/2026Continuum Advisory LLC1,102$41K0.0%N/A0.000%
8/21/2026Tranquilli Financial Advisor LLC298,082$10.98M5.9%+4.8%0.091%
8/21/2026Live Oak Private Wealth LLC556,763$20.51M2.7%+47.4%0.170%
8/20/2026Rehmann Capital Advisory Group92,914$3.42M0.1%-1.3%0.028%
8/12/2026C M Bidwell & Associates Ltd.92,212$3.40M1.4%N/A0.028%
8/7/2026Trust Co. of Vermont1,132$42K0.0%N/A0.000%
7/10/2026Whitener Capital Management Inc.20,715$763K0.2%+94.7%0.006%
7/10/2026JFS Wealth Advisors LLC3,743,466$137.91M6.9%+0.2%1.153%
7/10/2026DiNuzzo Private Wealth Inc.179,273$6.60M0.7%-2.8%0.055%
7/10/2026Peirce Capital Management LLC212,692$7.84M2.9%-6.1%0.065%
7/10/2026Fiduciary Financial Group LLC47,594$1.75M0.2%+3.1%0.015%
7/10/2026Prosperity Planning Inc.472,299$17.40M4.0%-3.4%0.145%
7/10/2026ShankerValleau Wealth Advisors Inc.1,275,089$46.97M12.4%-0.1%0.389%
7/9/2026Asset Advisory Group Inc.20,756$765K0.3%-4.2%0.006%
7/9/2026Great Waters Wealth Management5,054,079$186.19M17.2%+3.4%1.556%
7/9/2026Arista Wealth Management LLC98,904$3.64M0.4%+3.6%0.030%
7/9/2026Sax Wealth Advisors LLC290,463$9.87M0.4%+14.9%0.089%
7/8/2026Sprinkle Financial Consultants LLC49,294$1.82M0.7%+10.8%0.015%
7/8/2026Trust Point Inc.8,106$299K0.0%-29.6%0.002%
7/8/2026Strategic Investment Solutions Inc. IL519,033$19.12M4.4%+1.9%0.160%
7/8/2026DWR Wealth Management LLC122,118$4.47M3.3%-4.1%0.038%
7/8/2026Elevation Wealth Partners LLC5,710$210K0.1%+251.0%0.002%
7/8/2026Shearwater Capital LLC920,770$33.92M16.2%+1.9%0.283%
7/8/2026Apella Capital LLC1,602,530$58.61M0.8%-0.6%0.493%
7/8/2026Westmount Partners LLC35,355$1.30M0.3%-2.1%0.011%
7/8/202655 North Private Wealth LLC228,994$8.44M1.7%+16.0%0.071%
7/8/2026Evanson Financial LLC2,274,985$83.81M4.1%N/A0.700%
7/7/2026Quad Cities Investment Group LLC70,340$2.59M0.9%+1.6%0.022%
7/7/2026Dynamic Advisor Solutions LLC6,474$238K0.0%-21.2%0.002%
7/7/2026Graves Light Lenhart Wealth Inc.574,324$21.16M2.0%+41.8%0.177%
7/7/2026CGN Advisors LLC177,941$6.56M0.5%+0.7%0.055%
7/2/2026 Versant Capital Management Inc117,944$4.35M0.4%+0.7%0.036%
7/1/2026Trust Co of the South358,451$13.21M1.9%-2.0%0.113%
6/3/2026NewEdge Advisors LLC136,435$4.64M0.0%+16.3%0.043%
5/29/2026Asset Dedication LLC1,697,812$57.68M4.0%-13.2%0.536%
5/26/2026Glenmede Trust Co. NA5,208,807$176.94M0.9%+1.3%1.643%
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%
5/19/2026Flax Pond Capital LLC68,464$2.33M1.9%+1.9%0.022%
5/19/2026NewEdge Advisors LLC131,114$4.45M0.1%+11.8%0.041%
5/19/2026Bank of America Corp DE2,450,708$83.25M0.0%+25.5%0.773%
5/19/2026Arkadios Wealth Advisors114,008$3.87M0.1%N/A0.036%
5/18/2026Royal Bank of Canada3,769,013$128.03M0.0%+1.7%1.189%
5/16/2026Quantinno Capital Management LP166,572$5.66M0.0%+34.8%0.053%
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5/16/2026Family Manage LLC58,986$2.00M0.2%+500.9%0.019%
5/15/2026Cardiff Park Advisors LLC1,120,695$38.07M3.0%-4.0%0.354%
5/15/2026Everest Financial Group LLC22,519$765K0.1%N/A0.007%
5/15/2026Waverly Advisors LLC247,517$8.41M0.1%+1,954.4%0.078%
5/15/2026Broadhurst Jeffrey B84,724$2.88M2.9%N/A0.027%
5/14/2026Renaissance Technologies LLC10,900$370K0.0%N/A0.003%
5/14/2026Sei Investments Co.56,036$1.90M0.0%+53.1%0.018%
5/14/2026B&D White Capital Company LLC425,376$14.45M1.8%+29.7%0.134%
5/14/2026Monograph Wealth Advisors LLC6,166,855$209.49M19.9%+1.8%1.945%
5/13/2026Cetera Investment Advisers855,795$29.07M0.0%-3.5%0.270%


DFAX Institutional Ownership - Frequently Asked Questions

During the previous two years, 692 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), Envestnet Asset Management Inc. ($246.60M), Allworth Financial LP ($242.93M), Geometric Wealth Advisors ($240.51M), Monograph Wealth Advisors LLC ($209.49M), and Great Waters Wealth Management ($198.00M).Learn more on Dimensional World ex U.S. Core Equity 2 ETF's institutional investors.

Of the 579 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), Triune Financial Partners LLC ($3.76M), Fifth Third Bancorp ($3.51M), Jane Street Group LLC ($3.28M), Allworth Financial LP ($3.18M), Raymond James Financial Inc. ($3.17M), and Factory Mutual Insurance Co. ($2.87M).

Institutional investors have bought a total of 43,823,852 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

Of the 268 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: Susquehanna International Group LLP ($1.99M), Envestnet Asset Management Inc. ($949.41K), Allworth Financial LP ($915.61K), Commonwealth Equity Services LLC ($853.01K), BlueSky Wealth Advisors LLC ($851.56K), RFG Advisory LLC ($694.99K), and Focus Partners Advisor Solutions LLC ($632.92K).

Institutional investors have sold a total of 14,363,456 shares in the last 24 months. This volume of shares sold represents approximately $471.38M in transactions.



Institutional ownership data for NYSEARCA:DFAX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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