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

Dimensional World ex U.S. Core Equity 2 ETF logo
$36.10 -0.11 (-0.30%)
As of 07/24/2026 04:10 PM Eastern
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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)
407
Total
Institutional Inflows
(last 12 months)
$1.59B
Number of
Institutional Sellers
(last 12 months)
305
Total
Institutional Outflows
(last 12 months)
$663.28M
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DFAX Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Whitener Capital Management Inc.20,715$763K0.2%+94.7%0.006%
7/10/2026 JFS Wealth Advisors LLC3,743,466$137.91M6.9%+0.2%1.153%
7/10/2026 DiNuzzo Private Wealth Inc.179,273$6.60M0.7%-2.8%0.055%
7/10/2026 Peirce Capital Management LLC212,692$7.84M2.9%-6.1%0.065%
7/10/2026 Fiduciary Financial Group LLC47,594$1.75M0.2%+3.1%0.015%
7/10/2026 Prosperity Planning Inc.472,299$17.40M4.0%-3.4%0.145%
7/10/2026 ShankerValleau Wealth Advisors Inc.1,275,089$46.97M12.4%-0.1%0.393%
7/9/2026 Asset Advisory Group Inc.20,756$765K0.3%-4.2%0.006%
7/9/2026 Great Waters Wealth Management5,054,079$186.19M17.2%+3.4%1.556%
7/9/2026 Arista Wealth Management LLC98,904$3.64M0.4%+3.6%0.030%
7/9/2026 Sax Wealth Advisors LLC290,463$9.87M0.4%+14.9%0.089%
7/8/2026 Sprinkle Financial Consultants LLC49,294$1.82M0.7%+10.8%0.015%
7/8/2026 Trust Point Inc.8,106$299K0.0%-29.6%0.002%
7/8/2026 Strategic Investment Solutions Inc. IL519,033$19.12M4.4%+1.9%0.160%
7/8/2026 DWR Wealth Management LLC122,118$4.47M3.3%-4.1%0.038%
7/8/2026 Elevation Wealth Partners LLC5,710$210K0.1%+251.0%0.002%
7/8/2026 Shearwater Capital LLC920,770$33.92M16.2%+1.9%0.283%
7/8/2026 Apella Capital LLC1,602,530$58.61M0.8%-0.6%0.493%
7/8/2026 Westmount Partners LLC35,355$1.30M0.3%-2.1%0.011%
7/8/2026 55 North Private Wealth LLC228,994$8.44M1.7%+16.0%0.071%
7/8/2026 Evanson Financial LLC2,274,985$83.81M4.1%N/A0.700%
7/7/2026 Quad Cities Investment Group LLC70,340$2.59M0.9%+1.6%0.022%
7/7/2026 Dynamic Advisor Solutions LLC6,474$238K0.0%-21.2%0.002%
7/7/2026 Graves Light Lenhart Wealth Inc.574,324$21.16M2.0%+41.8%0.177%
7/7/2026 CGN 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%
7/1/2026 Trust 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%
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%
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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%
5/13/2026Wealthspire Retirement LLC8,702$296K0.0%+37.2%0.003%
5/13/2026American 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%
5/8/2026PNC Financial Services Group Inc.16,799$571K0.0%-11.3%0.005%
5/7/2026Earned Wealth Advisors LLC138,180$4.69M0.3%-0.7%0.044%
5/7/2026Parallel Advisors LLC3,640$124K0.0%-13.4%0.001%
5/7/2026Regimen Wealth LLC341,590$11.60M3.4%N/A0.108%
5/6/2026Zhang Financial LLC56,161$1.91M0.1%+18.8%0.018%
5/6/2026FSA Advisors Inc.7,745$263K0.2%N/A0.002%
5/6/2026Modera Wealth Management LLC443,607$15.07M0.2%-7.8%0.140%
5/6/2026Astra Wealth Partners LLC60,625$2.06M1.2%+0.6%0.019%
5/6/2026Assetmark Inc.2,875,490$97.68M0.2%-0.6%0.907%
5/6/2026Gould Asset Management LLC CA197,277$6.70M1.2%-3.0%0.062%
5/5/2026Financial Harvest LLC59,629$2.03M1.2%-3.8%0.019%
5/5/2026Ferguson Johnson Wealth Management Inc15,373$522K0.4%+3.3%0.005%
5/5/2026D.A. Davidson & CO.2,783,778$94.57M0.6%-1.1%0.878%
5/5/2026Bank of New York Mellon Corp25,412$863K0.0%+16.9%0.008%
5/5/2026Cogent Strategic Wealth LLC71,853$2.44M2.5%-12.4%0.023%
5/5/2026Avantax Planning Partners Inc.18,876$641K0.0%-41.6%0.006%
5/4/2026Summit Wealth Group LLC130,648$4.44M1.0%-3.7%0.041%
5/4/2026Evernest Financial Advisors LLC109,109$3.95M0.8%-2.5%0.034%
5/4/2026Glassman Wealth Services1,997,755$67.86M9.2%+1.8%0.630%
5/4/2026V2 Financial group LLC9,299$316K0.1%N/A0.003%
5/4/2026Chicago Partners Investment Group LLC643,051$23.43M0.5%-0.2%0.203%
5/4/2026Ruedi Wealth Management Inc.471,355$16.01M4.1%-5.0%0.149%
5/4/2026Vantage Point Financial LLC198,339$6.74M2.4%-6.1%0.063%
5/2/2026 Navigate Wealth Management LLC14,698$530K0.4%N/A0.005%
5/2/2026Silver Oak Advisory Group Inc.476,773$16.20M7.0%+8.7%0.150%
5/2/2026Financial Alternatives Inc18,542$630K0.3%-7.7%0.006%
5/2/2026Diversify Wealth Management LLC18,501$663K0.0%+2.8%0.006%
5/1/2026Midwest Trust Co35,343$1.20M0.0%+2.1%0.011%
5/1/2026Fifth Third Bancorp3,513,309$119.35M0.2%+38,910.8%1.108%
5/1/2026Financial Connections Group Inc.263,308$8.94M3.1%-4.0%0.083%
5/1/2026Warburton Capital Management LLC1,236,646$44.27M21.6%+11.6%0.390%
5/1/2026Simplicity 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%
4/30/2026Triune Financial Partners LLC3,630,000$123.31M29.3%+0.3%1.145%
4/30/2026Kestra 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%
4/30/2026Greenwood Capital Associates LLC460,529$15.64M1.7%+18.0%0.145%
4/30/2026 Frankly Finances LLC21,449$729K0.7%+15.6%0.007%
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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%
4/29/2026Jackson Thornton Wealth Management LLC1,422,904$51.11M4.5%-1.0%0.449%
4/29/2026Corus Family Wealth Advisors30,659$1.04M0.8%-14.7%0.010%
4/29/2026Integrated Advisors Network LLC209,688$7.12M0.4%+1.5%0.066%
4/29/2026Sage Rhino Capital LLC39,184$1.33M0.2%+7.5%0.012%
4/29/2026Core Wealth Management Inc.2,394,043$81.33M24.9%-0.2%0.755%
4/28/2026Planning 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%
4/28/2026Ascentis Independent Advisors928$32K0.0%N/A0.000%


DFAX Institutional Ownership - Frequently Asked Questions

During the previous two years, 693 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 ($186.19M).Learn more on Dimensional World ex U.S. Core Equity 2 ETF's institutional investors.

Of the 585 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 49,071,857 shares in the last 24 months. This purchase volume represents approximately $1.59B in transactions.

Of the 305 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 21,290,861 shares in the last 24 months. This volume of shares sold represents approximately $663.28M in transactions.


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This page (NYSEARCA:DFAX) was last updated on 7/25/2026 by MarketBeat.com Staff.
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