Who Owns Dimensional - World ex US Core Equity 2 ETF (DFAX)?Hedge Fund & Institutional Holders

$33.78-0.39 (-1.13%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.49000275963264e+257T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$23.37$26.80$30.23$33.67$37.10Sep 24Jun 25Mar 26

DFAX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+6.6M+$214.0M
GLENMEDE TRUST CO NANew Position+5.1M+$167.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+4.1M+$133.0M
Triune Financial Partners, LLCNew Position+3.6M+$125.6M
D.A. DAVIDSON & CO.New Position+2.8M+$92.1M
Planning Center, Inc.New Position+2.6M+$85.4M
Core Wealth Management, Inc.New Position+2.4M+$78.5M
Morton Capital Management LLC/CANew Position+2.3M+$74.8M
Greenspring Advisors, LLCNew Position+2.2M+$70.8M
Creative Capital Management Investments LLCNew Position+2.1M+$70.0M
Align Financial, LLCNew Position+68K+$68.0M
Cardinal Point Capital Management ULCNew Position+1.8M+$60.3M
BetterWealth, LLCNew Position+1.8M+$59.6M
MARS JEWETT FINANCIAL GROUP, INC.New Position+1.6M+$58.6M
Confluence Wealth Services, Inc.New Position+1.8M+$58.1M

DFAX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Focus Partners WealthDecreased-300K-$344.1B
LPL Financial LLCDecreased-20K-$253.5B
Allworth Financial LPDecreased-251K-$215.1B
Glenmede Investment Management, LPClosed Position-5.1M-$161.2B
Plancorp, LLCDecreased-56K-$127.0B
ROYAL BANK OF CANADADecreased-119K-$120.0B
COMERICA BANKDecreased-53K-$107.3B
ASSETMARK, INCDecreased-14K-$91.1B
Pathstone Holdings, LLCDecreased-141K-$87.6B
COBBLESTONE CAPITAL ADVISORS LLC /NY/Closed Position-2.8M-$86.7B
Evanson Asset Management, LLCDecreased-47K-$73.7B
Capstone Financial Advisors, Inc.Decreased-2K-$65.6B
Asset Dedication, LLCDecreased-84K-$63.9B
Financial Engines Advisors L.L.C.Decreased-85K-$43.2B
ShankerValleau Wealth Advisors, Inc.Decreased-9K-$41.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Focus Partners Wealth10,675,346$349.0M0.40%Share
2ALERUS FINANCIAL NA8,431,505$276.0M13.50%Share
3LPL Financial LLC8,067,009$264.0M0.07%Share
4Geometric Wealth Advisors7,348,368$240.5M30.94%Share
5Allworth Financial LP6,610,841$216.4M0.89%Share
6ENVESTNET ASSET MANAGEMENT INC6,559,941$214.0M0.06%Share
7MONOGRAPH WEALTH ADVISORS, LLC6,060,776$198.4M19.48%Share
8GLENMEDE TRUST CO NA4,938,244$161.0M0.76%Share
9Great Waters Wealth Management4,847,406$158.7M17.45%Share
10FACTORY MUTUAL INSURANCE CO4,806,630$157.3M1.59%Share
11COMMONWEALTH EQUITY SERVICES, LLC4,080,963$133.0M0.18%Share
12Plancorp, LLC3,996,011$130.0M3.93%Share
13Triune Financial Partners, LLC3,620,714$125.6M29.37%Share
14JFS WEALTH ADVISORS, LLC3,789,938$124.0M6.99%Share
15Focus Partners Advisor Solutions, LLC3,442,846$112.0M1.37%Share
16ROYAL BANK OF CANADA3,131,001$102.0M0.02%Share
17COMERICA BANK3,114,899$102.0M0.41%Share
18ASSETMARK, INC2,891,445$94.6M0.19%Share
19CAPTRUST FINANCIAL ADVISORS2,898,200$94.0M0.18%Share
20D.A. DAVIDSON & CO.2,814,774$92.1M0.56%Share
21Planning Center, Inc.2,608,713$85.4M8.72%Share
22Pathstone Holdings, LLC2,561,926$83.0M0.32%Share
23GeoWealth Management, LLC2,427,980$79.0M2.91%Share
24Core Wealth Management, Inc.2,398,910$78.5M24.46%Share
25New Capital Management LP2,352,036$77.0M19.34%Share
26Evanson Asset Management, LLC2,303,524$75.4M4.07%Share
27Morton Capital Management LLC/CA2,284,140$74.8M11.48%Share
28Tumwater Wealth Management, LLC2,229,430$73.0M29.74%Share
29UBS Group AG2,185,347$71.5M0.01%Share
30Greenspring Advisors, LLC2,162,647$70.8M4.34%Share
31Creative Capital Management Investments LLC2,139,482$70.0M21.13%Share
32Capstone Financial Advisors, Inc.2,090,889$68.4M3.64%Share
33Align Financial, LLC67,980$68.0M0.04%Share
34RAYMOND JAMES FINANCIAL INC2,059,757$67.0M0.02%Share
35Glassman Wealth Services1,962,925$64.2M8.67%Share
36Asset Dedication, LLC1,955,734$64.0M4.20%Share
37NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,235,321$60.5M0.04%Share
38Cardinal Point Capital Management ULC1,842,315$60.3M3.94%Share
39BetterWealth, LLC1,820,653$59.6M13.59%Share
40MARS JEWETT FINANCIAL GROUP, INC.1,606,224$58.6M17.43%Share
41Confluence Wealth Services, Inc.1,775,826$58.1M2.41%Share
42BAKER BOYER NATIONAL BANK1,633,206$53.5M16.14%Share
43HFM Investment Advisors, LLC1,591,987$52.1M20.37%Share
44Trellis Wealth Advisors LLC1,589,713$52.0M20.35%Share
45Financial Symmetry Inc1,557,453$51.0M20.79%Share
46C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,536,741$50.3M3.01%Share
47BANK OF AMERICA CORP /DE/1,540,915$50.0M0.00%Share
48Altiora Financial Group, LLC1,434,864$47.0M8.09%Share
49LRI Investments, LLC1,428,375$46.8M3.78%Share
50MASTER'S WEALTH MANAGEMENT INC.1,387,352$45.4M16.33%Share

DFAX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025651$8.2B+323
Q3 2025328$5.0T-220
Q2 2025548$6.4T+1
Q1 2025547$5.9T+137
Q4 2024410$654.0T+114
Q3 2024296$2087.7T+6
Q2 2024290$1923.1T+23
Q1 2024267$1737.6T—

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As of Q4 2025, 50 institutional investors hold DFAX (Dimensional - World ex US Core Equity 2 ETF). The largest holder is Focus Partners Wealth with $349.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DFAX?

As of Q4 2025, 50 institutional investors report holding DFAX (Dimensional - World ex US Core Equity 2 ETF) in their 13F filings.

Who is the largest institutional holder of DFAX?

The largest institutional holder of DFAX is Focus Partners Wealth with $349.0M in shares.

Is institutional ownership of DFAX increasing or decreasing?

This quarter, 15 institutions opened new positions in DFAX and 2 closed their positions.