DFAX icon

Dimensional World ex US Core Equity 2 ETF
DFAX

Overview Fund Activity

553 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 55 funds opening new positions, 211 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+18
Holders Change %
+3.36%
% of All Funds
7.51%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.22%
New
55
Increased
211
Reduced
194
Closed
24
Calls
$178K
Puts
–
Net Calls
+$178K
Net Calls Change
+$128K

Top Buyers

1
RA
RFG Advisory
Alabama
+$50.2M
2
FMI
Factory Mutual Insurance
Massachusetts
+$24.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14M
4
AF
Allworth Financial
California
+$11.5M
5
Jane Street
Jane Street
New York
+$9.82M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.46B
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$24.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.7M
4
EP
Essential Planning
New Hampshire
-$15M
5
EFP
Elser Financial Planning
Indiana
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
426
Jessup Wealth Management
Ohio
$323K +$323K +12,324 New
KWM
427
Kingsview Wealth Management
Oregon
$323K +$786 +30 +0.2%
SMA
428
Sage Mountain Advisors
Georgia
$319K – – –
SYBT
429
Stock Yards Bank & Trust
Kentucky
$318K – – –
CWA
430
Canvas Wealth Advisors
Kansas
$316K +$316K +12,030 New
CHJWM
431
Carlton Hofferkamp & Jenks Wealth Management
Texas
$315K – – –
MAS
432
MPWM Advisory Solutions
Georgia
$315K +$26 +1 +0%
HIP
433
HUB Investment Partners
Texas
$314K +$55.5K +2,120 +21%
MAM
434
McCarthy Asset Management
California
$313K +$681 +26 +0.2%
AFA
435
American Financial Advisors
Georgia
$313K – – –
GAM
436
Gemmer Asset Management
California
$311K -$9.69K -370 -3%
GLLW
437
Graves Light Lenhart Wealth
Virginia
$311K +$311K +11,868 New
SF
438
SageOak Financial
Oklahoma
$308K +$308K +11,761 New
TF
439
Threadgill Financial
Texas
$307K – – –
WC
440
Waterloo Capital
Texas
$304K +$304K +11,599 New
UWPG
441
Ullmann Wealth Partners Group
Florida
$303K -$6.18K -236 -2%
CNTOF
442
Canandaigua National Trust of Florida
New York
$301K -$819K -31,277 -73%
BMD
443
Better Money Decisions
New Mexico
$292K +$734 +28 +0.3%
MADFP
444
Michael A Dubis Financial Planning
Wisconsin
$291K +$29.8K +1,136 +11%
NAS
445
Nicolet Advisory Services
Wisconsin
$289K – – –
JAA
446
Joel Adams & Associates
North Carolina
$288K +$734 +28 +0.3%
AIA
447
AssuredPartners Investment Advisors
Florida
$284K +$734 +28 +0.3%
HCWM
448
Hidden Cove Wealth Management
Washington
$282K – – –
GVAG
449
Great Valley Advisor Group
Delaware
$278K -$26.2K -1,000 -9%
TWP
450
Total Wealth Planning
Ohio
$275K -$39.2K -1,496 -12%
16 17
18
19 20