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

Top Sellers

1
CW
Curio Wealth
Maryland
$901K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$133M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$202M
4
EP
Essential Planning
New Hampshire
$234K
5
EFP
Elser Financial Planning
Indiana
$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
ALWM
126
Andrews Lucia Wealth Management
California
$9.03M -$366K -14,727 -4%
FFA
127
Farther Finance Advisors
California
$9M +$8.88M +337,670 +7,464%
FCG
128
Financial Connections Group
California
$8.97M -$698K -26,634 -7%
FMWA
129
Forvis Mazars Wealth Advisors
Missouri
$8.93M -$4.47M -170,573 -33%
HWM
130
Hemington Wealth Management
Virginia
$8.92M -$98.2K -3,750 -1%
LOPW
131
Live Oak Private Wealth
North Carolina
$8.59M +$1.19M +45,410 +16%
SIC
132
SJS Investment Consulting
Ohio
$8.52M -$150K -5,729 -2%
PWIA
133
Porter White Investment Advisors
Alabama
$8.47M +$411K +15,691 +5%
MFT
134
Moisand Fitzgerald Tamayo
Florida
$8.16M -$118K -4,487 -1%
BDWCC
135
B&D White Capital Company
Texas
$8.14M +$8.14M +310,840 New
Mariner
136
Mariner
Kansas
$8.14M -$309K -11,809 -4%
HWMG
137
Hurlow Wealth Management Group
Indiana
$8.14M +$222K +8,473 +3%
CCM
138
Cloud Capital Management
Washington
$8.11M +$8.11M +309,424 New
FNBSF
139
First National Bank Sioux Falls
South Dakota
$8.08M -$108K -4,124 -1%
WCWM
140
Willow Creek Wealth Management
California
$7.95M +$46K +1,757 +0.6%
Betterment LLC
141
Betterment LLC
New York
$7.72M +$93.5K +3,570 +1%
EIA
142
Eldridge Investment Advisors
New Hampshire
$7.48M +$112K +4,270 +2%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$7.12M -$365K -13,922 -5%
SWA
144
Sax Wealth Advisors
New Jersey
$7.11M -$77.7K -2,966 -1%
MCA
145
Magnolia Capital Advisors
Mississippi
$7.09M -$109K -4,150 -2%
PWM
146
PBMares Wealth Management
Virginia
$6.95M -$700K -26,730 -9%
WIM
147
Warwick Investment Management
Texas
$6.48M -$620K -23,674 -9%
CWMA
148
Capstone Wealth Management (Alabama)
Alabama
$6.46M +$46.7K +1,783 +0.7%
PCM
149
Peirce Capital Management
Texas
$6.41M -$66.2K -2,526 -1%
HNWA
150
Henrickson Nauta Wealth Advisors
Michigan
$6.09M -$594K -24,157 -9%
4 5
6
7 8