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

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$26.69 -0.24 (-0.89%)
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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)
345
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
207
Total
Institutional Outflows
(last 12 months)
$400.75M
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DFAX Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC867,159$21.56M0.0%+5.9%0.303%
3/14/2025Tableaux LLC9,272$230K0.2%N/A0.003%
3/3/2025 American Investment Services Inc.377,367$9.38M1.6%-3.9%0.132%
2/27/2025 XY Planning Network Inc.105,780$2.63M2.0%N/A0.040%
2/25/2025 Integrated Advisors Network LLC214,115$5.32M0.3%+5.0%0.081%
2/21/2025 Ascent Group LLC14,876$370K0.0%-6.5%0.006%
2/21/2025 Vermillion Wealth Management Inc.7,235$180K0.1%N/A0.003%
2/20/2025 Forum Financial Management LP1,319,106$32.79M0.5%-0.5%0.497%
2/18/2025 Headinvest LLC8,322$207K0.0%-10.1%0.003%
2/18/2025 Investmark Advisory Group LLC53,061$1.32M0.6%+6.4%0.020%
2/18/2025 Legacy Financial Group Inc.572,542$14.23M4.6%+8.7%0.216%
2/18/2025 RB Capital Management LLC17,407$433K0.1%+23.6%0.007%
2/18/2025 Orion Capital Management LLC3,464$86K0.0%N/A0.001%
2/18/2025 McCarthy Asset Management Inc.11,916$296K0.2%-58.2%0.004%
2/18/2025 Monograph Wealth Advisors LLC5,483,158$136.31M18.0%-2.7%2.064%
2/18/2025 Focus Partners Advisor Solutions LLC3,840,874$95.48M1.6%+32.2%1.446%
2/18/2025 Mpwm Advisory Solutions LLC12,018$299K0.2%N/A0.005%
2/18/2025 Lantern Wealth Advisors LLC123,041$3.06M2.0%+0.3%0.046%
2/17/2025 Vance Wealth LLC1,113,860$27.69M10.7%+1.2%0.419%
2/17/2025 Visionary Wealth Advisors140,777$3.50M0.2%+17.0%0.053%
2/17/2025 Triune Financial Partners LLC3,691,185$91.76M28.9%+5.4%1.390%
2/17/2025 Safeguard Investment Advisory Group LLC37,111$923K0.3%-3.3%0.014%
2/17/2025 Royal Bank of Canada2,906,218$72.25M0.0%+156.4%1.094%
2/17/2025 Quantinno Capital Management LP16,290$405K0.0%-19.1%0.006%
2/17/2025 Pathstone Holdings LLC3,165,863$78.70M0.3%-2.9%1.192%
2/17/2025 LRI Investments LLC993,253$24.69M2.1%-0.3%0.374%
2/17/2025 Focus Partners Wealth10,936,849$272.67M0.7%-1.6%4.118%
2/17/2025 EP Wealth Advisors LLC621,555$15.45M0.1%+71.6%0.234%
2/17/2025 Colonial Trust Co SC35,557$884K0.1%+12.7%0.013%
2/17/2025 Cornerstone Financial Group LLC NE 143,560$3.57M3.5%N/A0.054%
2/17/2025 Cresset Asset Management LLC38,250$951K0.0%-17.6%0.014%
2/17/2025 Cetera Investment Advisers334,041$8.30M0.0%+4.0%0.126%
2/17/2025 Cahill Financial Advisors Inc.653,059$16.24M2.2%+0.2%0.246%
2/17/2025 Captrust Financial Advisors285,630$7.10M0.0%-2.0%0.108%
2/17/2025 Cardiff Park Advisors LLC1,301,606$32.36M3.1%+0.9%0.490%
2/17/2025 Cary Street Partners Financial LLC77,327$1.92M0.1%N/A0.029%
2/17/2025 Bank of America Corp DE1,432,749$35.62M0.0%-8.7%0.539%
2/17/2025 Ameriprise Financial Inc.16,252$404K0.0%N/A0.006%
2/17/2025 Aptus Capital Advisors LLC7,448$185K0.0%-41.3%0.003%
2/17/2025 Ancora Advisors LLC16,044$399K0.0%-31.0%0.006%
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2/14/2025 Mercer Global Advisors Inc. ADV539,593$13.41M0.0%-54.0%0.203%
2/14/2025 Jane Street Group LLC16,601$413K0.0%-98.9%0.006%
2/14/2025 Rehmann Capital Advisory Group104,303$2.59M0.2%+7.0%0.039%
2/14/2025 Navigoe LLC3,319$82K0.1%N/A0.001%
2/14/2025 Comerica Bank3,818,106$94.92M0.4%-6.7%1.438%
2/14/2025 Capstone Financial Advisors Inc.2,217,826$55.14M3.4%-0.7%0.835%
2/14/2025 Betterment LLC290,923$7.23M0.0%+16.8%0.110%
2/14/2025 Oak Wealth Advisors LLC20,974$521K0.4%N/A0.008%
2/14/2025 Berger Financial Group Inc53,966$1.34M0.1%N/A0.020%
2/14/2025 Topsail Wealth Management LLC75,739$1.88M0.4%N/A0.029%
2/14/2025 Integrated Wealth Concepts LLC351,829$8.75M0.1%-7.8%0.132%
2/14/2025 RBF Capital LLC165,000$4.10M0.2%-21.9%0.062%
2/14/2025 MGO One Seven LLC10,965$273K0.0%N/A0.004%
2/14/2025 Susquehanna International Group LLP451,082$11.21M0.0%N/A0.170%
2/14/2025 OneDigital Investment Advisors LLC908,539$22.59M0.3%-1.8%0.342%
2/14/2025 MML Investors Services LLC124,485$3.10M0.0%+2.0%0.047%
2/14/2025 Freedom Investment Management Inc.22,889$569K0.0%+2.9%0.009%
2/14/2025 Forum Financial Management LP1,204,303$29.94M0.5%-9.2%0.453%
2/14/2025 Holcombe Financial Inc.19,496$485K0.4%N/A0.007%
2/14/2025 GeoWealth Management LLC2,751,747$68.41M2.2%+82.2%1.036%
2/14/2025 Bridge Generations Wealth Management LLC119,035$2.96M2.0%N/A0.045%
2/13/2025 Strategic Investment Solutions Inc. IL382,232$9.47M3.1%+1.9%0.144%
2/13/2025 Everest Management Corp.8,585$213K0.2%N/A0.003%
2/13/2025 Rather & Kittrell Inc.89,706$2.23M0.5%+20.1%0.034%
2/13/2025 Master S Wealth Management Inc.1,261,871$31.37M16.7%N/A0.475%
2/13/2025 Strategies Wealth Advisors LLC15,591$404K0.1%N/A0.006%
2/13/2025 CreativeOne Wealth LLC34,402$855K0.0%-4.8%0.013%
2/13/2025 Mariner LLC322,581$8.02M0.0%+0.5%0.121%
2/13/2025 Financial Alternatives Inc20,582$512K0.4%+5.8%0.008%
2/13/2025 Advisors Capital Management LLC34,086$847K0.0%-7.8%0.013%
2/13/2025 Aquire Wealth Advisors LLC69,501$1.73M0.5%+1.1%0.026%
2/13/2025 Elios Financial Group Inc.125,974$3.13M1.5%+5.5%0.047%
2/13/2025 Glass Jacobson Investment Advisors llc27,965$695K0.2%-24.1%0.011%
2/13/2025 Bessemer Group Inc.15,219$378K0.0%N/A0.006%
2/13/2025 Raymond James Financial Inc.1,495,523$37.18M0.0%N/A0.563%
2/13/2025 Canopy Partners LLC166,046$4.13M1.6%+2.9%0.063%
2/13/2025 Bank of Montreal Can4,079$101K0.0%+868.9%0.002%
2/13/2025 Shakespeare Wealth Management LLC21,687$539K0.1%+4.5%0.008%
2/13/2025 Cerity Partners LLC89,380$2.24M0.0%+1.8%0.034%
2/13/2025 Annandale Capital LLC15,060$374K0.1%+5.7%0.006%
2/13/2025 Envestnet Asset Management Inc.8,337,961$207.28M0.1%-8.3%3.139%
2/13/2025 Wells Fargo & Company MN8,091$201K0.0%+23,697.1%0.003%
2/13/2025 Arizona PSPRS Trust72,295$1.80M0.1%N/A0.027%
2/13/2025 Hurlow Wealth Management Group Inc.302,224$7.51M2.3%+5.3%0.114%
2/12/2025 Astra Wealth Partners LLC57,943$1.44M1.3%N/A0.022%
2/12/2025 Conquis Financial LLC381,633$9.49M9.7%N/A0.144%
2/12/2025 Grand Wealth Management LLC535,336$13.31M7.4%-6.6%0.202%
2/12/2025 Disciplined Investors L.L.C.30,581$748K0.7%N/A0.012%
2/12/2025 Treynor Bancshares Inc.156,658$3.90M4.1%+28.0%0.059%
2/12/2025 OLD Mission Capital LLC431,117$10.72M0.2%+26.0%0.162%
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New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked side-by-side with figures like Warren Buffett, Alan Greenspan, Ron Paul, Jim Rickards, and Steve Forbes, to name but a few) says....

2/12/2025 Prudent Man Investment Management Inc.49,363$1.23M0.7%N/A0.019%
2/12/2025 C M Bidwell & Associates Ltd.83,367$2.07M1.3%+1.3%0.031%
2/12/2025 Partners in Financial Planning26,869$668K0.1%N/A0.010%
2/12/2025 O Shaughnessy Asset Management LLC14,238$354K0.0%+161.9%0.005%
2/12/2025 Physician Wealth Advisors Inc.81,131$2.02M0.3%+1.9%0.031%
2/12/2025 CIBC Private Wealth Group LLC7,204$180K0.0%-6.5%0.003%
2/12/2025 Sanctuary Wealth Management L.L.C.5,184$129K0.1%-10.2%0.002%
2/12/2025 Michael A. Dubis Financial Planning LLC9,984$248K0.2%N/A0.004%
2/12/2025 Alerus Financial NA3,548,083$88.21M6.8%-1.1%1.336%
2/12/2025 Orion Portfolio Solutions LLC60,273$1.50M0.0%+7.4%0.023%
(Data available from 1/1/2016 forward)

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DFAX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAX shares?

During the previous two years, 546 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. ($207.28M), LPL Financial LLC ($188.33M), Geometric Wealth Advisors ($188.01M), Commonwealth Equity Services LLC ($149.82M), and Glenmede Trust Co. NA ($139.29M).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 458 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), Summit Wealth Group LLC ($3.36M), Pathstone Holdings LLC ($3.32M), Raymond James Financial Inc. ($2.99M), and Great Waters Wealth Management ($2.96M).

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

Institutional investors have bought a total of 102,009,348 shares in the last 24 months. This purchase volume represents approximately $2.48B in transactions.

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

Of the 284 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. ($2.75M), 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), Mercer Global Advisors Inc. ADV ($733.89K), and Comerica Bank ($668.11K).

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

Institutional investors have sold a total of 25,145,082 shares in the last 24 months. This volume of shares sold represents approximately $622.87M in transactions.



This page (NYSEARCA:DFAX) was last updated on 3/27/2025 by MarketBeat.com Staff
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