DFAX Institutional Ownership Trend

Institutional ownership trends for DIMENSIONAL WORLD EX US CORE provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $20.87M in DFAX holdings for the quarter ended March 31, 2026, compared with approximately $19.33M reported during the prior quarter. The number of tracked institutional holders also increased during the latest reporting period, reflecting continued smart money interest in DIMENSIONAL WORLD EX US CORE.

Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked DFAX institutional positions has increased significantly since the filing period due to continued share price appreciation.

This page tracks historical institutional ownership trends for DFAX, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in DIMENSIONAL WORLD EX US CORE.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$20,870,979614,394
Q3 20251$19,333,903616,122
Q2 20252$18,838,775641,429
Q1 20251$16,681,340636,692
Q4 20241$15,733,712632,893
Q3 20241$16,382,924606,550
Q2 20241$19,934,762784,216
Q4 20221$44720,700
Q3 20221$1,71190,600
Q2 20221$99546,400