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 %
GSWM
501
Golden State Wealth Management
California
$183K +$99.2K +3,785 +118%
FDCDDQ
502
Federation des caisses Desjardins du Quebec
Quebec, Canada
$176K +$176K +6,716 New
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$169K +$421 +18 +0.2%
US Bancorp
504
US Bancorp
Minnesota
$168K – – –
VWA
505
VSM Wealth Advisory
Maryland
$166K +$12.6K +482 +8%
TWD
506
True Wealth Design
Ohio
$152K -$5.97K -228 -4%
ACA
507
Aptus Capital Advisors
Alabama
$148K -$46.9K -1,791 -24%
PA
508
Parallel Advisors
California
$141K – – –
CSB
509
City State Bank
Iowa
$131K – – –
IRC
510
Investors Research Corp
Georgia
$129K – – –
CWM
511
Cedar Wealth Management
California
$123K – – –
PWM
512
Proathlete Wealth Management
Florida
$122K +$122K +4,657 New
BBHC
513
Brown Brothers Harriman & Co
New York
$120K +$120K +4,574 New
BHWM
514
Beaird Harris Wealth Management
Texas
$116K – – –
SAM
515
Smartleaf Asset Management
Massachusetts
$112K – – –
SWM
516
Spire Wealth Management
Virginia
$112K -$90.2K -3,442 -45%
CMP
517
Coston McIsaac & Partners
Maine
$109K +$209 +8 +0.2%
AIP
518
Ameritas Investment Partners
Nebraska
$104K +$262 +10 +0.3%
HI
519
Harbour Investments
Wisconsin
$103K +$5.63K +215 +6%
BIG
520
Brooklyn Investment Group
New York
$99.9K +$99.9K +3,813 New
OC
521
Oakworth Capital
Alabama
$90.8K +$90.8K +3,467 New
NWM
522
Navigoe Wealth Management
California
$86K – – –
WTA
523
Washington Trust Advisors
Massachusetts
$84K – – –
OCM
524
Orion Capital Management
California
$70.3K -$20.5K -783 -23%
CCM
525
Coldstream Capital Management
Washington
$66.8K +$66.8K +2,549 New
19 20
21
22 23