Who Owns DFAX?
Dimensional - World ex US Core Equity 2 ETF — Institutional Ownership & 13F Holdings
$36.61
+0.77 (+2.15%)
Market Cap
$11.6B
Shares Outstanding
287,971,242
Institutional Holders
545
Total Inst. Value
$5.0B
% of Float Held
—
QoQ Holder Change
+279
Institutional data as of Q1 2025
New Positions
170
Closed Positions
35
Increased
165
Decreased
140
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Focus Partners Wealth | $280.0M | 10,688,333 |
| 2 | Geometric Wealth Advisors | $207.8M | 7,930,849 |
| 3 | RFG Advisory, LLC | $150.5M | 5,744,314 |
| 4 | MONOGRAPH WEALTH ADVISORS, LLC | $145.2M | 5,541,283 |
| 5 | GLENMEDE TRUST CO NA | $134.1M | 5,117,849 |
| 6 | Great Waters Wealth Management | $114.1M | 4,355,586 |
| 7 | Plancorp, LLC | $108.0M | 4,120,996 |
| 8 | Focus Partners Advisor Solutions, LLC | $104.5M | 3,987,815 |
| 9 | JFS WEALTH ADVISORS, LLC | $100.0M | 3,817,600 |
| 10 | Triune Financial Partners, LLC | $96.9M | 3,699,437 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Geometric Wealth Advisors | +368K | $207.8M |
| RFG Advisory, LLC | +1.9M | $150.5M |
| MONOGRAPH WEALTH ADVISORS, LLC | +58K | $145.2M |
| GLENMEDE TRUST CO NA | +24K | $134.1M |
| Focus Partners Advisor Solutions, LLC | +147K | $104.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -943K | $133K |
| ENVESTNET ASSET MANAGEMENT INC | -637K | $202K |
| Wolfstich Capital, LLC | -623K | $10.5M |
| Elser Financial Planning, Inc | -537K | $584K |
| Destiny Wealth Partners, LLC | -338K | $10.4M |
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Frequently Asked Questions
How many institutional investors hold DFAX?
As of Q1 2025, 545 institutional investors report holding DFAX (Dimensional - World ex US Core Equity 2 ETF) in their 13F filings.
Which hedge fund owns the most DFAX?
The largest institutional holder of DFAX is Focus Partners Wealth with $280.0M in shares.
Are institutions buying or selling DFAX?
This quarter, 170 institutions opened new positions in DFAX and 35 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.