Dimensional World ex U.S. Core Equity 2

DFAX • ARCA

Dimensional World ex U.S. Core Equity 2 is an exchange-traded fund on ARCA. As of Q3 2025, 589 institutional investors hold shares in this ETF, with total holdings valued at $7.5B. Colony Group, LLC is the largest holder with a position valued at $344.4M.

Overview

Overview of institutional ownership in DFAX as of Q3 2025

All Institutions

Institutions: 589
Value Held: $7.5B
Shares Held: 238.1M
Avg Position: $12.7M
Median Position: $1.4M

Hedge Funds

Hedge Funds: 6
Value Held: $87.1M
Shares Held: 2.8M
Avg Position: $14.5M
Median Position: $3.4M

Biggest Investors

Institutions with the largest positions in DFAX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
C Colony Group, LLC Institution	-	$344.4M 0.56% of portfolio	11.0M shares	Q3 2024 Held for 1y 2m	$61.0B
A ALERUS FINANCIAL NA Institution	-	$263.0M 13.39% of portfolio	8.4M shares	Q3 2021 Held for 4y 2m	$2.0B
L LPL Financial LLC Institution	-	$253.8M 0.07% of portfolio	8.1M shares	Q3 2021 Held for 4y 2m	$340.07B
Geometric Wealth Advisors RIA/Wealth	Julia Cumming Higgins COO	$228.8M 30.50% of portfolio	7.3M shares	Q4 2021 Held for 3y 11m	$750.0M
Hanson McClain, Inc. RIA/Wealth	Brooks Frederick Burgum Managing Partner	$215.3M 0.95% of portfolio	6.9M shares	Q3 2021 Held for 4y 2m	$22.6B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$209.2M 0.06% of portfolio	6.7M shares	Q3 2021 Held for 4y 2m	$341.99B
M MONOGRAPH WEALTH ADVISORS, LLC RIA/Wealth	Alexander Joseph Yaftali CIO	$187.3M 18.96% of portfolio	6.0M shares	Q4 2021 Held for 3y 11m	$988.1M
Glenmede Investment Management, LP Long Only Manager	Elizabeth Anne Eldridge President	$161.2M 0.78% of portfolio	5.1M shares	Q2 2025 Held for 5 months	$20.7B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$151.2M 0.21% of portfolio	4.8M shares	Q3 2021 Held for 4y 2m	$71.1B
F FACTORY MUTUAL INSURANCE CO Institution	-	$150.8M 1.47% of portfolio	4.8M shares	Q3 2024 Held for 1y 2m	$10.3B

Net Capital Flow

Institutional buying and selling activity for DFAX in Q3 2025

Traded: +$265.4M
Buyers: 269
Sellers: 214
Total Bought: +$448.5M
Total Sold: −$183.1M
Avg Position: $12.2M

Biggest Buyers

Institution	Net Bought	Current Position
A ALERUS FINANCIAL NA Institution	+$152.0M +4.8M shares	$263.0M 8.4M shares
F FACTORY MUTUAL INSURANCE CO Institution	+$61.1M +1.9M shares	$150.8M 4.8M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$24.2M +771.3K shares	$24.2M 771.3K shares
C Colony Group, LLC Institution	+$21.0M +668.9K shares	$344.4M 11.0M shares
Hanson McClain, Inc. RIA/Wealth	+$18.2M +581.1K shares	$215.3M 6.9M shares
Geometric Wealth Advisors RIA/Wealth	+$9.3M +295.3K shares	$228.8M 7.3M shares
Greenspring Advisors, LLC RIA/Wealth	+$7.8M +249.9K shares	$63.3M 2.0M shares
Cetera Investment Advisers RIA/Wealth	+$7.0M +221.8K shares	$26.5M 843.9K shares
M MONOGRAPH WEALTH ADVISORS, LLC RIA/Wealth	+$6.9M +220.1K shares	$187.3M 6.0M shares
Graves-Light Private Wealth Management, Inc. RIA/Wealth	+$6.7M +214.8K shares	$9.1M 289.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$29.8M −949.4K shares	$209.2M 6.7M shares
Buckingham Strategic Partners RIA/Wealth	−$19.9M −632.9K shares	$95.8M 3.0M shares
RFG Advisory Group, LLC RIA/Wealth	−$13.8M −440.8K shares	$32.5M 1.0M shares
UBS Group AG Institution	−$13.6M −433.7K shares	$67.8M 2.2M shares
O OLD MISSION CAPITAL LLC Institution	−$7.6M −241.8K shares	$8.2M 262.4K shares
R ROYAL BANK OF CANADA Institution	−$7.3M −231.7K shares	$120.1M 3.8M shares
GOLDMAN SACHS GROUP INC Institution	−$6.7M −229.7K shares	Sold Off 0 shares
C CI Private Wealth, LLC RIA/Wealth	−$6.7M −213.5K shares	$12.4M 393.9K shares
Pathstone Holdings, LLC Family Office	−$6.5M −207.3K shares	$87.7M 2.8M shares
C Concord Asset Management, LLC/VA RIA/Wealth	−$4.2M −141.4K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DFAX in Q3 2025

New Positions: 21
New Value: $9.2M
Exited Positions: 21
Exited Value: $19.1M

New Positions

Institution	Position Value
Foundations Investment Advisors, LLC RIA/Wealth	$3.5M 112.8K shares
M My Personal CFO, LLC RIA/Wealth	$1.1M 33.6K shares
Sterling Wealth Advisors Inc RIA/Wealth	$1.0M 33.0K shares
B BRYN MAWR TRUST CO/PA Institution	$423.1K 13.5K shares
Huntleigh Advisors, Inc. RIA/Wealth	$403.5K 12.9K shares
INTEGRITY ALLIANCE, LLC. RIA/Wealth	$353.7K 11.3K shares
B BancorpSouth Bank Institution	$347.3K 11.1K shares
Family Management Corp RIA/Wealth	$298.6K 9.5K shares
G GTS SECURITIES LLC Institution	$277.8K 8.9K shares
Signal Advisors Wealth, LLC RIA/Wealth	$277.2K 8.8K shares

Exited Positions

Institution	Previous Position
GOLDMAN SACHS GROUP INC Institution	$6.7M 229.7K shares
C Concord Asset Management, LLC/VA RIA/Wealth	$4.2M 141.4K shares
Herold Advisors, Inc. RIA/Wealth	$3.3M 113.9K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$1.4M 47.2K shares
F Fisher Asset Management, LLC Institution	$481.5K 16.4K shares
T TWO SIGMA SECURITIES, LLC Institution	$476.4K 16.2K shares
UNIVEST CORP OF PENNSYLVANIA Institution	$404.3K 13.8K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$346.6K 11.8K shares
F FF Advisors,LLC Institution	$332.0K 11.3K shares
Main Street Financial Solutions, LLC RIA/Wealth	$251.3K 8.6K shares

Options Activity

Institutions with the largest Call and Put options positions in DFAX as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DFAX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Geometric Wealth Advisors RIA/Wealth	Julia Cumming Higgins COO	30.50% $228.8M	7.3M shares	Q4 2021 Held for 3y 11m	$750.0M
Tumwater Wealth Management, LLC RIA/Wealth	Benjamin Carl Warren Managing Partner	30.27% $68.1M	2.2M shares	Q4 2024 Held for 11 months	$225.1M
Triune Financial Partners, LLC RIA/Wealth	Peter Denis Murphy Managing Partner	29.10% $115.5M	3.7M shares	Q4 2021 Held for 3y 11m	$397.0M
Wolfstich Capital, LLC RIA/Wealth	Theodore John Wolfstich Managing Partner	25.26% $12.4M	394.6K shares	Q4 2024 Held for 11 months	$49.0M
Core Wealth Management, Inc. RIA/Wealth	Todd M Schanel President	24.44% $75.9M	2.4M shares	Q4 2022 Held for 2y 11m	$310.6M
Babb Wealth Advisors LLC RIA/Wealth	Travis Christopher Babb President	23.20% $35.7M	1.1M shares	Q4 2024 Held for 11 months	$153.8M
Creative Capital Management Investments LLC RIA/Wealth	Brian William Matter CCO	21.12% $66.1M	2.1M shares	Q4 2022 Held for 2y 11m	$312.9M
Trellis Wealth Advisors LLC RIA/Wealth	Kevin Jun Okimoto Founder	20.98% $51.6M	1.6M shares	Q4 2022 Held for 2y 11m	$245.7M
HFM Investment Advisors, LLC RIA/Wealth	Stephen Laurence Hyde President	20.03% $49.4M	1.6M shares	Q1 2025 Held for 8 months	$246.5M
Warburton Capital Management, LLC RIA/Wealth	Thomas Kent Warburton Founder	19.61% $32.5M	1.0M shares	Q4 2024 Held for 11 months	$165.6M