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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
M
426
MOTCO
Texas
$324K
JWM
427
Jessup Wealth Management
Ohio
$323K +$320K +12,324 New
KWM
428
Kingsview Wealth Management
Oregon
$323K +$779 +30 +0.2%
SMA
429
Sage Mountain Advisors
Georgia
$319K
SYBT
430
Stock Yards Bank & Trust
Kentucky
$318K
CWA
431
Canvas Wealth Advisors
Kansas
$316K +$312K +12,030 New
CHJWM
432
Carlton Hofferkamp & Jenks Wealth Management
Texas
$315K
MAS
433
MPWM Advisory Solutions
Georgia
$315K +$26 +1 +0%
HIP
434
HUB Investment Partners
Texas
$314K +$55K +2,120 +21%
MAM
435
McCarthy Asset Management
California
$313K +$675 +26 +0.2%
AFA
436
American Financial Advisors
Georgia
$313K
GAM
437
Gemmer Asset Management
California
$311K -$9.61K -370 -3%
GLLW
438
Graves Light Lenhart Wealth
Virginia
$311K +$308K +11,868 New
SF
439
SageOak Financial
Oklahoma
$308K +$305K +11,761 New
TF
440
Threadgill Financial
Texas
$307K
WC
441
Waterloo Capital
Texas
$304K +$301K +11,599 New
UWPG
442
Ullmann Wealth Partners Group
Florida
$303K -$6.13K -236 -2%
CNTOF
443
Canandaigua National Trust of Florida
New York
$301K -$812K -31,277 -73%
BMD
444
Better Money Decisions
New Mexico
$292K +$727 +28 +0.3%
MADFP
445
Michael A Dubis Financial Planning
Wisconsin
$291K +$29.5K +1,136 +11%
NAS
446
Nicolet Advisory Services
Wisconsin
$289K
JAA
447
Joel Adams & Associates
North Carolina
$288K +$727 +28 +0.3%
AIA
448
AssuredPartners Investment Advisors
Florida
$284K +$727 +28 +0.3%
HCWM
449
Hidden Cove Wealth Management
Washington
$282K
GVAG
450
Great Valley Advisor Group
Delaware
$278K -$26K -1,000 -9%

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.