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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
DF
376
DecisionPoint Financial
Arizona
$509K -$415 -16 -0.1%
IWN
377
Independent Wealth Network
Iowa
$506K -$31.2K -1,200 -6%
SA
378
Sanctuary Advisors
Indiana
$501K +$52 +2 +0%
OSAM
379
O'Shaughnessy Asset Management
Connecticut
$500K +$126K +4,858 +34%
SFC
380
Sprinkle Financial Consultants
Colorado
$500K +$8.93K +344 +2%
ACM
381
Advisors Capital Management
New Jersey
$500K -$389K -15,000 -44%
JC
382
JB Capital
Connecticut
$496K +$1.25K +48 +0.3%
RCM
383
RB Capital Management
Nevada
$491K +$35K +1,350 +8%
KFSC
384
Keystone Financial Services (Colorado)
Colorado
$488K -$10.4K -399 -2%
PFBT
385
Parkside Financial Bank & Trust
Missouri
$480K -$31.7K -1,222 -6%
PTC
386
Private Trust Company
Ohio
$464K
PA
387
Probity Advisors
Texas
$451K
SWP
388
Stratos Wealth Partners
Ohio
$447K +$130 +5 +0%
S
389
SignatureFD
Georgia
$444K +$701 +27 +0.2%
MWM
390
Mission Wealth Management
California
$442K
TWCA
391
Two West Capital Advisors
Kansas
$433K -$33.2K -1,277 -7%
VFP
392
Verus Financial Partners
Virginia
$430K +$182 +7 +0%
FWI
393
Facet Wealth Inc
Maryland
$427K -$13.6K -525 -3%
First Manhattan
394
First Manhattan
New York
$418K
CFG
395
Citizens Financial Group
Rhode Island
$418K +$414K +15,948 New
AA
396
Ancora Advisors
Ohio
$416K -$4.31K -166 -1%
SF
397
Strategent Financial
Virginia
$414K +$71.8K +2,766 +21%
SWA
398
Strategies Wealth Advisors
Michigan
$409K +$52 +2 +0%
RB
399
Renasant Bank
Mississippi
$402K
Ameriprise
400
Ameriprise
Minnesota
$400K -$26K -1,003 -6%

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.