Who owns DFAX?
Dimensional World ex U.S. Core Equity 2 ETF · Dimensional
711 institutions reported holding DFAX, worth $9.8B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFAX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Focus Partners Wealth | St Louis, MO | $382.9M | 10,393,265 | −8,885 shares |
| Alerus Financial NA | Grand Forks, ND | $308.3M | 8,368,617 | −47,697 shares |
| LPL Financial LLC | Fort Mill, SC | $303.1M | 8,228,270 | −362,680 shares |
| Geometric Wealth Advisors | Washington, DC | $286.6M | 7,779,410 | +325,167 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $246.6M | 6,693,905 | +89,201 shares |
| Allworth Financial LP | Folsom, CA | $242.9M | 6,594,247 | −664,483 shares |
| Monograph Wealth Advisors, LLC | Manhattan Beach, CA | $239.1M | 6,491,032 | +324,177 shares |
| Glenmede Trust Co NA | Philadelphia, PA | $192.4M | 5,222,632 | +13,825 shares |
| Great Waters Wealth Management | Shoreview, MN | $186.2M | 5,054,079 | +167,227 shares |
| Factory Mutual Insurance Co | Waltham, MA | $177.1M | 4,806,630 | No change |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFAX?
711 institutional managers reported holding DFAX in Form 13F filings for June 30, 2026, worth $9.8B in total. The largest reported position was held by Focus Partners Wealth, at $382.9M.
Did institutions buy or sell DFAX last quarter?
Reported 13F value rose 12.8% from March 31, 2026, which includes price moves as well as buying and selling. 59 firms reported a new position and 24 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFAX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.