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

$34.44+0.63 (+1.86%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -5

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
GLENMEDE TRUST CO NANew Position+5.1M+$167.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+4.1M+$133.0B
Triune Financial Partners, LLCNew Position+3.6M+$125.6B
D.A. DAVIDSON & CO.New Position+2.8M+$92.1B
Planning Center, Inc.New Position+2.6M+$85.4B
Core Wealth Management, Inc.New Position+2.4M+$78.5B
Morton Capital Management LLC/CANew Position+2.3M+$74.8B
Greenspring Advisors, LLCNew Position+2.2M+$70.8B
Creative Capital Management Investments LLCNew Position+2.1M+$70.0B
BANK OF AMERICA CORP /DE/Increased+227K+$62.9B
BetterWealth, LLCNew Position+1.8M+$59.6B
Confluence Wealth Services, Inc.New Position+1.8M+$58.1B
BAKER BOYER NATIONAL BANKNew Position+1.7M+$56.3B
Trellis Wealth Advisors LLCNew Position+1.6M+$52.0B
JACKSON THORNTON WEALTH MANAGEMENT, LLCNew Position+1.4M+$48.2B

DFAX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
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
COBBLESTONE CAPITAL ADVISORS LLC /NY/Closed Position-2.8M-$86.7B
Financial Engines Advisors L.L.C.Decreased-85K-$43.2B
CLIFTONLARSONALLEN WEALTH ADVISORS, LLCDecreased-42K-$40.2B
RFG Advisory, LLCDecreased-86K-$32.5B
TCI Wealth Advisors, Inc.Decreased-29K-$28.4B
CITADEL ADVISORS LLCDecreased-482K-$15.2B
Strategic Investment Solutions, Inc. /ILClosed Position-464K-$14.6B
Creative PlanningDecreased-18K-$12.4B
Binnacle Investments IncClosed Position-377K-$11.8B
Integrated Wealth Concepts LLCDecreased-8K-$10.9B
Willow Creek Wealth Management Inc.Closed Position-299K-$9.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Focus Partners Wealth10,675,346$349.0B397.75%Share
2ALERUS FINANCIAL NA8,431,505$276.0B13.50%Share
3Geometric Wealth Advisors7,348,368$240.5B30.94%Share
4MONOGRAPH WEALTH ADVISORS, LLC6,060,776$198.4B19.48%Share
5GLENMEDE TRUST CO NA4,938,244$161.0B763.07%Share
6Great Waters Wealth Management4,847,406$158.7B17.45%Share
7FACTORY MUTUAL INSURANCE CO4,806,630$157.3B1594.91%Share
8COMMONWEALTH EQUITY SERVICES, LLC4,080,963$133.0B177.31%Share
9Triune Financial Partners, LLC3,620,714$125.6B29.37%Share
10JFS WEALTH ADVISORS, LLC3,789,938$124.0B6.99%Share
11ROYAL BANK OF CANADA3,131,001$102.0B16.59%Share
12COMERICA BANK3,114,899$102.0B406.75%Share
13ASSETMARK, INC2,891,445$94.6B192.99%Share
14D.A. DAVIDSON & CO.2,814,774$92.1B564.32%Share
15Planning Center, Inc.2,608,713$85.4B8.72%Share
16GeoWealth Management, LLC2,427,980$79.0B2.91%Share
17Core Wealth Management, Inc.2,398,910$78.5B24.46%Share
18New Capital Management LP2,352,036$77.0B19.34%Share
19Evanson Asset Management, LLC2,303,524$75.4B4.07%Share
20Morton Capital Management LLC/CA2,284,140$74.8B11.48%Share
21Tumwater Wealth Management, LLC2,229,430$73.0B29.74%Share
22UBS Group AG2,185,347$71.5B11.60%Share
23Greenspring Advisors, LLC2,162,647$70.8B4.34%Share
24Creative Capital Management Investments LLC2,139,482$70.0B21.13%Share
25Capstone Financial Advisors, Inc.2,090,889$68.4B3.64%Share
26RAYMOND JAMES FINANCIAL INC2,059,757$67.0B20.85%Share
27Asset Dedication, LLC1,955,734$64.0B4.20%Share
28BetterWealth, LLC1,820,653$59.6B13.59%Share
29Confluence Wealth Services, Inc.1,775,826$58.1B2.41%Share
30BAKER BOYER NATIONAL BANK1,633,206$53.5B16.14%Share
31HFM Investment Advisors, LLC1,591,987$52.1B20.37%Share
32Trellis Wealth Advisors LLC1,589,713$52.0B20.35%Share
33Financial Symmetry Inc1,557,453$51.0B20.79%Share
34BANK OF AMERICA CORP /DE/1,540,915$50.0B3.64%Share
35Altiora Financial Group, LLC1,434,864$47.0B8.09%Share
36LRI Investments, LLC1,428,375$46.8B3.78%Share
37MASTER'S WEALTH MANAGEMENT INC.1,387,352$45.4B16.33%Share
38Strathmore Capital Advisors, Inc.1,367,141$44.0B14.43%Share
39N.E.W. Advisory Services LLC1,326,814$43.4B3.21%Share
40ShankerValleau Wealth Advisors, Inc.1,317,141$43.1B11.68%Share
41JACKSON THORNTON WEALTH MANAGEMENT, LLC1,204,413$40.4B3.82%Share
42Babb Wealth Advisors LLC1,208,183$39.5B22.32%Share
43CARDIFF PARK ADVISORS, LLC1,167,549$38.2B3.14%Share
44Onyx Financial Advisors, LLC1,164,343$38.1B16.15%Share
45Private Advisor Group, LLC1,172,518$38.0B178.77%Share
46VANCE WEALTH, LLC1,130,975$37.0B10.99%Share
47Shearwater Capital LLC854,520$28.0B16.05%Share
48ACCREDITED INVESTOR SERVICES, LLC854,164$28.0B18.52%Share
49Destiny Wealth Partners, LLC803,301$27.9B3.21%Share
50OneDigital Investment Advisors LLC853,865$27.0B264.63%Share

DFAX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025648$5.5T+321
Q3 2025327$4.5T-219
Q2 2025546$5.9T+1
Q1 2025545$5.5T+135
Q4 2024410$225.5T+114
Q3 2024296$902.0T+6
Q2 2024290$708.0T+24
Q1 2024266$664.3T—

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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 $349.0B in shares. This quarter, 14 institutions opened new positions and 5 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 $349.0B in shares.

Is institutional ownership of DFAX increasing or decreasing?

This quarter, 14 institutions opened new positions in DFAX and 5 closed their positions.