DFAX Institutional Ownership
Dimensional World ex U.S. Core Equity 2 ETF
1W: -1.2%
1M: -4.4%
3M: +0.1%
YTD: +8.4%
1Y: +14.2%
3Y: +75.3%
5Y: +55.0%
$36.29
+0.29 (+0.81%)
After Hours: $35.50 (-0.79, -2.18%)
Weekly Expected Move ±1.6%
$35
$35
$36
$37
$37
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DFAX
740
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
10B
Total Invested
53
New Positions
295
Increased
262
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (783 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 10,393,265 | 374M | -8,885 | -0.1% | 8Q | SEC ↗ |
| 2 | ALERUS FINANCIAL NA | 8,368,617 | 301M | -47,697 | -0.6% | 20Q | SEC ↗ |
| 3 | LPL Financial LLC | 8,228,270 | 296M | -362,680 | -4.2% | 17Q | SEC ↗ |
| 4 | Geometric Wealth Advisors | 7,779,410 | 280M | +325,167 | +4.4% | 17Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 6,693,905 | 241M | +89,201 | +1.4% | 20Q | SEC ↗ |
| 6 | Allworth Financial LP | 6,594,247 | 237M | -664,483 | -9.2% | 20Q | SEC ↗ |
| 7 | MONOGRAPH WEALTH ADVISORS, LLC | 6,491,032 | 234M | +324,177 | +5.3% | 19Q | SEC ↗ |
| 8 | GLENMEDE TRUST CO NA | 5,222,632 | 188M | +13,825 | +0.3% | 3Q | SEC ↗ |
| 9 | Great Waters Wealth Management | 5,054,079 | 182M | +167,227 | +3.4% | 15Q | SEC ↗ |
| 10 | FACTORY MUTUAL INSURANCE CO | 4,806,630 | 173M | — | +0.0% | 8Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 4,450,159 | 160M | +126,418 | +2.9% | 20Q | SEC ↗ |
| 12 | Plancorp, LLC | 3,903,563 | 141M | -38,502 | -1.0% | 20Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 3,862,746 | 139M | +93,733 | +2.5% | 20Q | SEC ↗ |
| 14 | JFS WEALTH ADVISORS, LLC | 3,743,466 | 135M | +6,179 | +0.2% | 20Q | SEC ↗ |
| 15 | Triune Financial Partners, LLC | 3,692,741 | 133M | +62,741 | +1.7% | 19Q | SEC ↗ |
| 16 | Focus Partners Advisor Solutions, LLC | 3,488,957 | 126M | -238,875 | -6.4% | 19Q | SEC ↗ |
| 17 | FIFTH THIRD BANCORP | 3,295,765 | 119M | -217,544 | -6.2% | 20Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 3,205,258 | 115M | +754,550 | +30.8% | 15Q | SEC ↗ |
| 19 | ASSETMARK, INC | 2,814,600 | 101M | -60,890 | -2.1% | 20Q | SEC ↗ |
| 20 | D.A. DAVIDSON & CO. | 2,791,019 | 100M | +7,241 | +0.3% | 20Q | SEC ↗ |
| 21 | UBS Group AG | 2,703,859 | 97M | +185,117 | +7.3% | 20Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 2,626,969 | 95M | +129,907 | +5.2% | 7Q | SEC ↗ |
| 23 | Morton Capital Management LLC/CA | 2,465,252 | 89M | +73,607 | +3.1% | 19Q | SEC ↗ |
| 24 | Pathstone Holdings, LLC | 2,462,672 | 89M | -78,529 | -3.1% | 11Q | SEC ↗ |
| 25 | Creative Capital Management Investment | 2,434,768 | 88M | +283,793 | +13.2% | 15Q | SEC ↗ |
| 26 | New Capital Management LP | 2,410,224 | 87M | +22,419 | +0.9% | 12Q | SEC ↗ |
| 27 | Planning Center, Inc. | 2,391,457 | 86M | -42,566 | -1.7% | 17Q | SEC ↗ |
| 28 | Core Wealth Management, Inc. | 2,313,175 | 83M | -80,868 | -3.4% | 15Q | SEC ↗ |
| 29 | GeoWealth Management, LLC | 2,311,945 | 83M | -78,611 | -3.3% | 10Q | SEC ↗ |
| 30 | Evanson Asset Management, LLC | 2,304,226 | 83M | +702 | +0.0% | 18Q | SEC ↗ |
| 31 | Evanson Financial, LLC NEW | 2,274,985 | 82M | — | +0.0% | 1Q | SEC ↗ |
| 32 | CAPTRUST FINANCIAL ADVISORS | 2,231,887 | 80M | -720,234 | -24.4% | 20Q | SEC ↗ |
| 33 | JANE STREET GROUP, LLC | 2,214,709 | 80M | +1,768,238 | +396.0% | 2Q | SEC ↗ |
| 34 | Tumwater Wealth Management, LLC | 2,158,889 | 78M | +10,699 | +0.5% | 7Q | SEC ↗ |
| 35 | Confluence Wealth Services, Inc. | 2,070,402 | 75M | +306,401 | +17.4% | 16Q | SEC ↗ |
| 36 | Capstone Financial Advisors, Inc. | 2,043,404 | 74M | -22,270 | -1.1% | 20Q | SEC ↗ |
| 37 | Glassman Wealth Services | 2,007,568 | 72M | +9,813 | +0.5% | 17Q | SEC ↗ |
| 38 | Cardinal Point Capital Management ULC | 1,963,742 | 71M | +14,722 | +0.8% | 10Q | SEC ↗ |
| 39 | BAKER BOYER NATIONAL BANK | 1,949,537 | 70M | +187,471 | +10.6% | 19Q | SEC ↗ |
| 40 | Greenspring Advisors, LLC | 1,894,281 | 68M | -249,306 | -11.6% | 4Q | SEC ↗ |
| 41 | BetterWealth, LLC | 1,808,735 | 65M | -13,593 | -0.7% | 17Q | SEC ↗ |
| 42 | LRI Investments, LLC | 1,783,165 | 64M | +209,707 | +13.3% | 10Q | SEC ↗ |
| 43 | MARS JEWETT FINANCIAL GROUP, INC. | 1,626,249 | 59M | +36,429 | +2.3% | 3Q | SEC ↗ |
| 44 | Financial Symmetry Inc | 1,603,245 | 58M | +58,795 | +3.8% | 11Q | SEC ↗ |
| 45 | Apella Capital, LLC | 1,602,530 | 58M | -10,320 | -0.6% | 13Q | SEC ↗ |
| 46 | Trellis Wealth Advisors LLC | 1,596,426 | 57M | -24,846 | -1.5% | 15Q | SEC ↗ |
| 47 | JPMORGAN CHASE & CO | 1,585,523 | 57M | +83,505 | +5.6% | 15Q | SEC ↗ |
| 48 | Asset Dedication, LLC | 1,572,354 | 57M | -125,458 | -7.4% | 20Q | SEC ↗ |
| 49 | HFM Investment Advisors, LLC | 1,534,860 | 55M | -30,318 | -1.9% | 6Q | SEC ↗ |
| 50 | Strathmore Capital Advisors, Inc. | 1,492,148 | 54M | +90,634 | +6.5% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Evanson Financial, LLC | 2,274,985 | 82M |
| Aspen Private Advisors, LLC | 764,320 | 28M |
| Willow Creek Wealth Management Inc. | 285,798 | 10M |
| LAWOOD & CO | 205,208 | 7M |
| Atria Investments, Inc | 145,877 | 5M |
| Platform Wealth Management, LLC | 137,892 | 5M |
| McGrath & Associates, Inc. | 129,968 | 5M |
| AXXCESS WEALTH MANAGEMENT, LLC | 112,302 | 4M |
| Global Retirement Partners, LLC | 98,259 | 4M |
| Gotham Asset Management, LLC | 61,068 | 2M |
| Liberty Capital Management, Inc. | 60,457 | 2M |
| Nuveen, LLC | 42,765 | 2M |
| CUTLER INVESTMENT COUNSEL LLC | 37,754 | 1M |
| Private Advisory Group LLC | 33,362 | 1M |
| SteelPeak Wealth, LLC | 25,604 | 922K |
| Highland Investment Advisors LLC | 24,404 | 879K |
| Diversify Advisory Services, LLC | 17,511 | 630K |
| Tennessee Valley Asset Management P | 15,051 | 542K |
| Briggs Wealth Management, Inc | 13,657 | 492K |
| Tailwinds Wealth, LLC | 12,137 | 437K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 625,195 | 23M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 433,679 | 16M |
| TrueWealth Financial Partners | 250,007 | 9M |
| OLD MISSION CAPITAL LLC | 189,202 | 7M |
| GK Wealth Management LLC | 127,398 | 5M |
| CITADEL ADVISORS LLC | 75,566 | 3M |
| Orion Porfolio Solutions, LLC | 66,929 | 2M |
| Francis Financial, Inc. | 41,708 | 2M |
| Qube Research & Technologies Ltd | 35,693 | 1M |
| Quadrature Capital Ltd | 31,888 | 1M |
| EVOKE WEALTH, LLC | 31,728 | 1M |
| Blue Trust, Inc. | 31,172 | 1M |
| L2 Asset Management, LLC | 29,418 | 1M |
| True North Advisors, LLC | 24,314 | 875K |
| JB Capital LLC | 19,001 | 684K |
| TFB Advisors LLC | 17,976 | 647K |
| Trek Financial, LLC | 13,503 | 486K |
| AssuredPartners Investment Advisors | 11,148 | 401K |
| Independent Advisor Alliance | 10,989 | 396K |
| RENAISSANCE TECHNOLOGIES LLC | 10,900 | 392K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +1,768,238 | +396.0% | 2,214,709 |
| BIP Wealth, LLC | +787,714 | +1586.7% | 837,360 |
| BANK OF AMERICA CORP /DE | +754,550 | +30.8% | 3,205,258 |
| HB Wealth Management, LLC | +721,745 | +1470.7% | 770,819 |
| IFG Advisory, LLC | +616,914 | +8412.8% | 624,247 |
| Savant Capital, LLC | +518,704 | +64.1% | 1,328,450 |
| Geometric Wealth Advisors | +325,167 | +4.4% | 7,779,410 |
| MONOGRAPH WEALTH ADVISORS, LLC | +324,177 | +5.3% | 6,491,032 |
| Confluence Wealth Services, Inc. | +306,401 | +17.4% | 2,070,402 |
| CWM, LLC | +302,012 | +163.3% | 486,972 |
| Cetera Investment Advisers | +297,727 | +34.8% | 1,153,522 |
| Creative Capital Management Investm | +283,793 | +13.2% | 2,434,768 |
| Old Peak Finance LLC | +236,244 | +33.2% | 948,539 |
| BRIGHTON JONES LLC | +231,872 | +38.1% | 840,321 |
| LRI Investments, LLC | +209,707 | +13.3% | 1,783,165 |
| BAKER BOYER NATIONAL BANK | +187,471 | +10.6% | 1,949,537 |
| UBS Group AG | +185,117 | +7.3% | 2,703,859 |
| Live Oak Private Wealth LLC | +178,929 | +47.4% | 556,763 |
| Graves Light Lenhart Wealth, Inc. | +169,435 | +41.8% | 574,324 |
| Great Waters Wealth Management | +167,227 | +3.4% | 5,054,079 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | -720,234 | -24.4% | 2,231,887 |
| Allworth Financial LP | -664,483 | -9.2% | 6,594,247 |
| M Holdings Securities, Inc. | -382,546 | -81.6% | 86,460 |
| Private Advisor Group, LLC | -381,374 | -33.1% | 771,681 |
| LPL Financial LLC | -362,680 | -4.2% | 8,228,270 |
| Corient Private Wealth LP | -284,040 | -46.8% | 322,777 |
| Greenspring Advisors, LLC | -249,306 | -11.6% | 1,894,281 |
| Focus Partners Advisor Solutions, L | -238,875 | -6.4% | 3,488,957 |
| Waverly Advisors, LLC | -233,292 | -94.3% | 14,225 |
| FIFTH THIRD BANCORP | -217,544 | -6.2% | 3,295,765 |
| Generations Wealth, LLC | -127,020 | -21.0% | 478,755 |
| Asset Dedication, LLC | -125,458 | -7.4% | 1,572,354 |
| Farther Finance Advisors, LLC | -114,437 | -18.7% | 497,251 |
| Core Wealth Management, Inc. | -80,868 | -3.4% | 2,313,175 |
| GeoWealth Management, LLC | -78,611 | -3.3% | 2,311,945 |
| Pathstone Holdings, LLC | -78,529 | -3.1% | 2,462,672 |
| TrustWell Financial Advisors, LLC | -67,374 | -36.4% | 117,500 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | -63,977 | -5.4% | 1,120,817 |
| ASSETMARK, INC | -60,890 | -2.1% | 2,814,600 |
| Sensible Money, LLC | -58,063 | -7.9% | 675,314 |