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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
FF
326
Francis Financial
$837K -$20.7K -796 -2%
CAM
327
Clark Asset Management
New Hampshire
$826K
SAI
328
Savvy Advisors Inc
New York
$817K +$810K +31,181 New
DI
329
Disciplined Investors
Texas
$803K +$1.56K +60 +0.2%
SWA
330
Stratos Wealth Advisors
Ohio
$802K
BTI
331
Blue Trust Inc
Georgia
$791K
TLA
332
Tanglewood Legacy Advisors
Texas
$791K -$42.4K -1,635 -5%
PWP
333
Parkwoods Wealth Partners
New York
$789K +$782K +30,112 New
M&T Bank
334
M&T Bank
New York
$785K
FOA
335
Five Oceans Advisors
California
$768K -$54.8K -2,111 -7%
RWI
336
Red Wave Investments
Pennsylvania
$762K -$189K -7,283 -20%
NHC
337
Nicholas Hoffman & Company
Georgia
$741K
CIAS
338
CFS Investment Advisory Services
New Jersey
$739K -$78.4K -3,021 -10%
LIA
339
Lynx Investment Advisory
District of Columbia
$723K -$208K -7,999 -22%
PIFP
340
Partners in Financial Planning
Virginia
$705K +$1.32K +51 +0.2%
VAMG
341
Voisard Asset Management Group
Michigan
$705K +$299K +11,528 +75%
GJIA
342
Glass Jacobson Investment Advisors
Maryland
$695K
TCWM
343
Total Clarity Wealth Management
Illinois
$692K
DWM
344
Diversify Wealth Management
Utah
$692K -$120K -4,611 -15%
QPWM
345
Quadrant Private Wealth Management
Pennsylvania
$686K
BFP
346
Brewster Financial Planning
New York
$667K +$6.85K +264 +1%
Fidelity Investments
347
Fidelity Investments
Massachusetts
$664K -$131K -5,044 -17%
PCIA
348
Prime Capital Investment Advisors
Kansas
$659K +$267K +10,285 +69%
SFM
349
Signet Financial Management
New Jersey
$659K -$58.8K -2,264 -8%
EWM
350
Evercore Wealth Management
New York
$655K

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.