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Dimensional World ex US Core Equity 2 ETF

557 hedge funds and large institutions have $6.2B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 213 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

7% more capital invested

Capital invested by funds: $5.78B → $6.2B (+$417M)

4% more funds holding

Funds holding: 536557 (+21)

3% more funds holding in top 10

Funds holding in top 10: 8790 (+3)

10% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 194

0.67% less ownership

Funds ownership: 82.11%81.44% (-0.67%)

Holders
557
Holders Change
+21
Holders Change %
+3.92%
% of All Funds
7.47%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.21%
New
57
Increased
213
Reduced
194
Closed
24
Calls
$178K
Puts
Net Calls
+$178K
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
301
Sage Rhino Capital
California
$987K +$104K +4,004 +12%
PCA
302
Pallas Capital Advisors
Massachusetts
$985K -$1.95K -75 -0.2%
MSWMA
303
Market Street Wealth Management Advisors
Indiana
$981K +$39.3K +1,514 +4%
MF
304
Montis Financial
Massachusetts
$973K -$10.2K -393 -1%
CP
305
Capital Planning
Washington
$971K -$21.9K -844 -2%
DAS
306
Dynamic Advisor Solutions
Arizona
$970K -$38.4K -1,479 -4%
Vanguard Group
307
Vanguard Group
Pennsylvania
$965K -$2.02K -78 -0.2%
ZF
308
Zhang Financial
Michigan
$965K +$33.1K +1,276 +4%
MWML
309
M Wealth Management LLC
California
$955K -$40.4K -1,556 -4%
VCP
310
Verus Capital Partners
Arizona
$949K +$940K +36,212 New
WP
311
Westmount Partners
California
$946K
NA
312
NewEdge Advisors
Louisiana
$938K -$71K -2,735 -7%
AF
313
Apollon Financial
South Carolina
$936K +$928K +35,741 New
IFS
314
Intelligent Financial Strategies
Minnesota
$935K
FWMP
315
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$916K +$1.9K +73 +0.2%
LSIA
316
LaSalle St. Investment Advisors
Illinois
$914K -$141K -5,438 -13%
WWC
317
Waypoint Wealth Counsel
Georgia
$909K -$43K -1,656 -5%
Janney Montgomery Scott
318
Janney Montgomery Scott
Pennsylvania
$908K +$9.01K +347 +1%
CW
319
Curio Wealth
Maryland
$901K -$925K -35,622 -100%
SIAG
320
Safeguard Investment Advisory Group
California
$897K -$74.5K -2,868 -8%
SDWIA
321
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$878K +$73.2K +2,819 +9%
FCI
322
Financial Counselors Inc
Kansas
$867K
LEFP
323
Leading Edge Financial Planning
Tennessee
$854K -$15.5K -598 -2%
IPA
324
Investment Planning Advisors
Georgia
$842K +$85.7K +3,300 +11%
TIM
325
Tortoise Investment Management
New York
$837K -$20K -770 -2%

DFAX Hedge Fund Activity: Q1 2025 in Review

557 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2025, worth a combined $6.2B — up 7.2% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new DFAX positions and 24 closed out — a net gain of 33 holders — while 213 added to existing stakes and 194 trimmed.

The largest buyer was RFG Advisory, adding an estimated $49.8M. The largest seller was Commonwealth Equity Services, cutting an estimated $24.5M.

  • 557 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2025, up from 536 in Q4 2024.
  • Funds reported $6.2B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2025, up 7.2% quarter-over-quarter.
  • 57 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2025 and 24 closed out, a net change of +33 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2025 was RFG Advisory, an estimated $49.8M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2025 was Commonwealth Equity Services, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2025.