DFAX icon

Dimensional World ex US Core Equity 2 ETF
DFAX

Overview Fund Activity

552 hedge funds and large institutions have $6.19B 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, 210 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+18
Holders Change %
+3.37%
% of All Funds
7.5%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.21%
New
55
Increased
210
Reduced
194
Closed
24
Calls
$178K
Puts
–
Net Calls
+$178K
Net Calls Change
+$128K

Top Buyers

1
RA
1
RFG Advisory
Alabama
$151M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$74.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$90.1M
4
AF
4
Allworth Financial
California
$138M
5
Jane Street
5
Jane Street
New York
$10.3M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$901K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$133M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$202M
4
EP
4
Essential Planning
New Hampshire
$234K
5
EFP
5
Elser Financial Planning
Indiana
$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Evanson Asset Management
California
$62.5M -$6.65M -253,793 -10%
CWM
27
Core Wealth Management
Florida
$61.1M +$1.04M +39,741 +2%
NCM
28
New Capital Management
Texas
$59M +$1.65M +62,978 +3%
TWM
29
Tumwater Wealth Management
Idaho
$57.3M +$951K +36,287 +2%
ADL
30
Asset Dedication LLC
California
$57M -$6.56M -250,280 -10%
CFA
31
Capstone Financial Advisors
Illinois
$56.8M -$1.3M -49,544 -2%
MCM
32
Morton Capital Management
California
$55.5M +$2.06M +78,657 +4%
PCA
33
Prosperity Capital Advisors
Ohio
$51.5M -$1.92M -72,858 -4%
CCMI
34
Creative Capital Management Investments
California
$51.3M +$3.29M +125,478 +7%
Financial Engines Advisors
35
Financial Engines Advisors
California
$48M -$704K -26,874 -1%
B
36
BetterWealth
California
$47M +$1.05M +40,175 +2%
GWS
37
Glassman Wealth Services
Virginia
$46.9M +$2.04M +77,687 +5%
GA
38
Greenspring Advisors
Maryland
$46.3M -$5.65M -215,725 -11%
BBNB
39
Baker Boyer National Bank
Washington
$44.3M +$440K +16,801 +1%
HIA
40
HFM Investment Advisors
New Jersey
$44M +$44M +1,679,564 New
CWS
41
Confluence Wealth Services
Pennsylvania
$41.2M +$5.24M +198,939 +15%
TWA
42
Trellis Wealth Advisors
California
$40.8M +$149K +5,680 +0.4%
JTWM
43
Jackson Thornton Wealth Management
Alabama
$39.8M -$2.58M -99,550 -6%
Bank of America
44
Bank of America
North Carolina
$39.5M +$1.96M +74,626 +5%
AFG
45
Altiora Financial Group
Ohio
$38.8M -$1.05M -39,930 -3%
SWA
46
ShankerValleau Wealth Advisors
Illinois
$37.7M -$485K -18,509 -1%
Raymond James Financial
47
Raymond James Financial
Florida
$37.7M -$1.51M -57,672 -4%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$37.5M -$1.27M -48,525 -3%
FS
49
Financial Symmetry
North Carolina
$36.4M +$2.13M +81,406 +6%
NEWAS
50
N.E.W. Advisory Services
Wisconsin
$34.7M +$3.18M +121,256 +10%
1
2
3 4 5