Who owns Dimensional World ex U.S. Core Equity 2 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFAX from SEC Form 13F filings across 714 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 714 institutions disclosed 263.8M shares of Dimensional World ex U.S. Core Equity 2 ETF worth $9.71B — about 81.1% of shares outstanding; the largest disclosed holder is Focus Partners Wealth. Source: SEC Form 13F filings, parsed by EvidInvest.
714
13F holders
$9.71B
value, 2026 filers
81.1%
of shares outstanding (263.8M sh)
62
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFAX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 10.4M | $382.9M | 0.4% | 3.2% | -0.1% |
| 2 | ALERUS FINANCIAL NA | 8.4M | $308.3M | 13.5% | 2.6% | -0.6% |
| 3 | LPL Financial LLC | 8.2M | $303.1M | 0.1% | 2.5% | -4.2% |
| 4 | Geometric Wealth Advisors | 7.8M | $286.6M | 31.0% | 2.4% | +4.4% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 6.7M | $246.6M | 0.1% | 2.1% | +1.4% |
| 6 | Allworth Financial LP | 6.6M | $242.9M | 1.0% | 2% | -9.2% |
| 7 | MONOGRAPH WEALTH ADVISORS, LLC | 6.5M | $239.1M | 19.6% | 2% | +5.3% |
| 8 | GLENMEDE TRUST CO NA | 5.2M | $192.4M | 0.8% | 1.6% | +0.3% |
| 9 | Great Waters Wealth Management | 5.1M | $186.2M | 17.2% | 1.6% | +3.4% |
| 10 | FACTORY MUTUAL INSURANCE CO | 4.8M | $177.1M | 1.7% | 1.5% | 0.0% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 4.5M | $163.9M | 0.2% | 1.4% | +2.9% |
| 12 | Plancorp, LLC | 3.9M | $141.5M | 3.5% | 1.2% | -1.0% |
| 13 | ROYAL BANK OF CANADA | 3.9M | $142.3M | 0.0% | 1.2% | +2.5% |
| 14 | JFS WEALTH ADVISORS, LLC | 3.7M | $137.9M | 6.9% | 1.2% | +0.2% |
| 15 | Triune Financial Partners, LLC | 3.7M | $136.0M | 28.4% | 1.1% | +1.7% |
| 16 | Focus Partners Advisor Solutions, LLC | 3.5M | $128.5M | 1.1% | 1.1% | -6.4% |
| 17 | FIFTH THIRD BANCORP | 3.3M | $121.4M | 0.2% | 1% | -6.2% |
| 18 | BANK OF AMERICA CORP /DE/ | 3.2M | $118.1M | 0.0% | 1% | +30.8% |
| 19 | ASSETMARK, INC | 2.8M | $103.7M | 0.2% | 0.9% | -2.1% |
| 20 | D.A. DAVIDSON & CO. | 2.8M | $102.8M | 0.6% | 0.9% | +0.3% |
| 21 | UBS Group AG | 2.7M | $99.6M | 0.0% | 0.8% | +7.3% |
| 22 | RAYMOND JAMES FINANCIAL INC | 2.6M | $96.8M | 0.0% | 0.8% | +5.2% |
| 23 | Morton Capital Management LLC/CA | 2.5M | $90.8M | 12.4% | 0.8% | +3.1% |
| 24 | Pathstone Holdings, LLC | 2.5M | $90.7M | 0.3% | 0.8% | -3.1% |
| 25 | Creative Capital Management Investments LLC | 2.4M | $89.7M | 20.7% | 0.7% | +13.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.