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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
$25.02 +0.11 (+0.44%)
As of 01/17/2025 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)
264
Total
Institutional Inflows
(last 12 months)
$873.41M
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$326.60M
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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
1/21/2025Heritage Wealth Management Inc. Texas132,364$3.29M1.9%-15.0%0.050%
1/21/2025Brighton Jones LLC568,757$14.14M0.4%+8.8%0.214%
1/17/2025 Spinnaker Investment Group LLC39,375$979K0.2%-6.6%0.015%
1/17/2025 Market Street Wealth Management Advisors LLC35,947$894K0.2%+34.6%0.014%
1/17/2025 Independent Wealth Network Inc.20,510$510K0.2%-9.7%0.008%
1/17/2025 Janney Montgomery Scott LLC34,324$853K0.0%+141.3%0.013%
1/17/2025 Kraft Asset Management LLC99,048$2.46M1.9%-11.8%0.037%
1/17/2025 Investment Advisory Group LLC174,077$4.33M1.4%-2.3%0.066%
1/17/2025 Capstone Wealth Management LLC244,959$6.09M5.9%N/A0.092%
1/17/2025 Great Waters Wealth Management4,606,324$114.51M14.7%+18.2%1.734%
1/17/2025 Prosperity Planning Inc.604,898$15.04M4.8%-0.5%0.228%
1/16/2025 Pure Financial Advisors LLC372,521$9.26M0.2%+3.0%0.140%
1/16/2025 Onyx Financial Advisors LLC1,083,039$26.92M14.8%+3.8%0.408%
1/16/2025 BlueSky Wealth Advisors LLC1,254,599$31.19M4.9%+1.9%0.472%
1/16/2025 Evanson Asset Management LLC2,638,492$65.59M4.6%+0.5%0.993%
1/16/2025 Bayshore Asset Management LLC223,354$5.55M2.6%+0.5%0.084%
1/16/2025 Brady Martz Wealth Solutions LLC48,329$1.19M0.3%N/A0.018%
1/15/2025 Cherrydale Wealth Management LLC566,567$14.09M5.4%-9.0%0.213%
1/15/2025 CGN Advisors LLC168,831$4.20M0.4%+4.0%0.064%
1/15/2025 25 LLC12,539$312K0.1%+11.9%0.005%
1/15/2025 Sax Wealth Advisors LLC274,235$6.82M0.5%-3.9%0.103%
1/15/2025 Andrews Lucia Wealth Management LLC378,073$10.21M6.8%+0.3%0.142%
1/15/2025 Merit Financial Group LLC44,962$1.12M0.0%-12.9%0.017%
1/15/2025 Householder Group Estate & Retirement Specialist LLC2,127$52K0.0%-67.8%0.001%
1/15/2025 Morton Capital Management LLC CA2,038,129$50.67M9.5%-2.1%0.767%
1/15/2025 Harbor Group Inc.119,944$2.98M0.7%+1.1%0.045%
1/14/2025 ERn Financial LLC383,740$9.54M1.4%+0.3%0.144%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC1,479,291$36.78M0.7%-3.4%0.557%
1/14/2025 Apella Capital LLC872,892$21.70M0.8%-2.9%0.329%
1/14/2025 Henrickson Nauta Wealth Advisors Inc.271,561$6.75M2.7%-0.4%0.102%
1/14/2025 Fiduciary Financial Group LLC42,624$1.05M0.2%+6.2%0.016%
1/14/2025 Quad Cities Investment Group LLC62,292$1.55M0.8%+5.7%0.023%
1/14/2025 Cardinal Point Capital Management ULC1,232,560$30.64M4.9%+8.9%0.464%
1/14/2025 Shotwell Rutter Baer Inc13,920$342K0.3%-3.4%0.005%
1/13/2025 AdvisorNet Financial Inc2,019$50K0.0%-41.3%0.001%
1/13/2025 Conrad Siegel Investment Advisors Inc.685,597$17.04M4.6%+9.7%0.258%
1/13/2025 New Capital Management LP2,190,118$54.45M15.9%-0.2%0.825%
1/10/2025 Baker Tilly Wealth Management LLC16,299$405K0.2%N/A0.006%
1/8/2025 Shearwater Capital LLC805,036$20.01M13.6%+2.0%0.303%
1/7/2025 Strathmore Capital Advisors Inc.1,036,515$25.77M18.8%N/A0.390%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

1/6/2025 ShankerValleau Wealth Advisors Inc.1,457,863$36.24M11.6%+5.7%0.549%
1/6/2025 Canandaigua National Trust Co of Florida42,769$1.06M0.8%+286.6%0.016%
1/2/2025 Peirce Capital Management LLC247,223$6.15M3.2%-0.6%0.093%
1/2/2025 Trust Co of the South390,158$9.70M2.0%+1.2%0.147%
12/26/2024JPMorgan Chase & Co.449,719$12.15M0.0%+2.5%0.169%
11/18/2024Rehmann Capital Advisory Group97,448$2.63M0.2%-3.5%0.037%
11/18/2024RB Capital Management LLC14,082$380K0.1%-5.0%0.005%
11/18/2024McCarthy Asset Management Inc.28,519$770K0.5%-8.0%0.011%
11/15/2024M&T Bank Corp29,950$809K0.0%+20.1%0.011%
11/15/2024LRI Investments LLC996,138$25.13M2.2%-0.1%0.375%
11/15/2024MML Investors Services LLC122,039$3.30M0.0%-52.2%0.046%
11/15/2024Orion Portfolio Solutions LLC56,121$1.52M0.0%+5.2%0.021%
11/15/2024EP Wealth Advisors LLC362,298$9.79M0.1%-1.4%0.136%
11/15/2024Jane Street Group LLC1,493,586$40.34M0.0%-49.8%0.562%
11/15/2024Red Wave Investments LLC39,574$1.07M0.4%-7.8%0.015%
11/15/2024Integrated Wealth Concepts LLC381,702$10.31M0.1%-0.9%0.144%
11/15/2024HighTower Advisors LLC953,812$25.76M0.0%-2.3%0.359%
11/15/2024Ascent Group LLC15,917$430K0.0%-4.1%0.006%
11/15/2024Atlas Wealth LLC7,619$206K0.1%N/A0.003%
11/15/2024Alerus Financial NA3,589,080$96.94M7.1%-7.6%1.351%
11/14/2024Cobblestone Capital Advisors LLC NY2,467,849$66.66M3.7%+0.8%0.929%
11/14/2024Captrust Financial Advisors291,314$7.87M0.0%-0.6%0.110%
11/14/2024Rockefeller Capital Management L.P.81,198$2.19M0.0%+3.9%0.031%
11/14/2024CreativeOne Wealth LLC36,138$976K0.0%N/A0.014%
11/13/2024Glenmede Trust Co. NA5,157,093$139.29M0.7%-0.4%1.942%
11/13/2024RS Crum Inc.180,339$4.87M1.1%+0.5%0.068%
11/13/2024Townsquare Capital LLC49,076$1.33M0.0%+37.0%0.018%
11/13/2024FMR LLC25,111$678K0.0%+162.5%0.009%
11/13/2024D.A. Davidson & CO.2,599,009$70.20M0.6%+2.3%0.979%
11/13/2024Elios Financial Group Inc.119,434$3.23M1.5%N/A0.045%
11/12/2024Cahill Financial Advisors Inc.651,987$17.61M2.4%+8.4%0.245%
11/12/2024Wescott Financial Advisory Group LLC8,783$237K0.0%-28.2%0.003%
11/12/2024Truepoint Inc.379,455$10.25M0.3%+1.2%0.143%
11/12/2024Canopy Partners LLC161,406$4.36M1.9%+4.7%0.061%
11/12/2024Advisory Services & Investments LLC21,897$591K0.4%-4.8%0.008%
11/12/2024Great Valley Advisor Group Inc.11,601$313K0.0%-4.1%0.004%
11/12/2024Altiora Financial Group LLC1,522,651$41.13M9.1%+1.6%0.573%
11/12/2024RW Investment Management LLC91,513$2.47M0.3%-0.6%0.034%
11/9/2024LPL Financial LLC7,492,040$202.36M0.1%+1.6%2.821%
11/8/2024EverSource Wealth Advisors LLC80,171$2.17M0.1%+9.0%0.030%
11/8/2024Silver Oak Advisory Group Inc.395,316$10.68M5.5%+0.2%0.149%
11/8/2024First Horizon Advisors Inc.5,274$142K0.0%N/A0.002%
11/8/2024Vance Wealth Inc.1,100,506$29.73M11.3%+2.7%0.414%
11/7/2024Caprock Group LLC10,437$282K0.0%-4.3%0.004%
11/7/2024Pathstone Holdings LLC3,259,544$88.04M0.4%-0.3%1.227%
11/7/2024Phillips Financial Management LLC252,880$6.83M0.5%-1.7%0.095%
11/6/2024Natixis Advisors LLC29,010$784K0.0%+1.9%0.011%
11/6/2024Northeast Financial Group Inc.8,891$240K0.1%-10.7%0.003%
11/6/2024OneDigital Investment Advisors LLC925,015$24.99M0.3%+1.6%0.348%
11/6/2024Dopkins Wealth Management LLC145,543$3.93M3.2%-37.5%0.055%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/5/2024Hassell Wealth Management LLC265,737$6.85M2.9%-0.8%0.100%
11/5/2024Carlton Hofferkamp & Jenks Wealth Management LLC12,287$318K0.1%-30.6%0.005%
11/5/2024Aptus Capital Advisors LLC12,695$343K0.0%N/A0.005%
11/5/2024Northwest Wealth Management LLC98,871$2.67M0.6%-3.8%0.037%
11/4/2024TRU Independence Asset Management 2 LLC8,584$232K0.2%N/A0.003%
11/4/2024HTG Investment Advisors Inc.603,949$16.31M7.7%+2.3%0.227%
11/4/2024FMB Wealth Management253,138$6.84M3.9%+9.3%0.095%
11/4/2024Sigma Planning Corp8,906$241K0.0%N/A0.003%
11/2/2024Mesirow Financial Investment Management Inc.41,215$1.11M0.0%+24.4%0.016%
11/1/2024Cypress Point Wealth Management LLC64,622$1.75M0.7%+14.9%0.024%
(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, 468 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), Envestnet Asset Management Inc. ($247.37M), LPL Financial LLC ($202.36M), Geometric Wealth Advisors ($194.43M), Commonwealth Equity Services LLC ($154.01M), Glenmede Trust Co. NA ($139.29M), and Allworth Financial LP ($123.85M).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 394 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 ($4.81M), Comerica Bank ($4.65M), Great Waters Wealth Management ($4.61M), RFG Advisory LLC ($4.40M), Triune Financial Partners LLC ($3.50M), Summit Wealth Group LLC ($3.47M), and Pathstone Holdings LLC ($3.32M).

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

Institutional investors have bought a total of 89,904,970 shares in the last 24 months. This purchase volume represents approximately $2.13B in transactions.

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

Of the 264 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 ($2.49M), Envestnet Asset Management Inc. ($2.00M), OLD Mission Capital LLC ($1.58M), 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), and Greenspring Advisors LLC ($681.45K).

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

Institutional investors have sold a total of 24,163,482 shares in the last 24 months. This volume of shares sold represents approximately $586.30M in transactions.



This page (NYSEARCA:DFAX) was last updated on 1/21/2025 by MarketBeat.com Staff
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