DIMENSIONAL WORLD EX US CORE (DFAX) Institutional Ownership Changes & 13F Activity

DIMENSIONAL WORLD EX US CORE (DFAX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jane Street Group, Llc, Bank Of America Corp, Ifg Advisory, Llc, Monograph Wealth Advisors, Llc, and Corient Private Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+89,201+1.4%6,693,905$246.60MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+6,286—6,286$231.58KQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcSell-165-0.2%109,695$4.04MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcSell-4,064-1.2%333,970$12.30MQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-284,040-46.8%322,777$11.89MQ2 2026Aug 27, 2026
Forefront Wealth Partners, LlcBuy+8,211—8,211$302.49KQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-1,212-1.3%92,914$3.42MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcSell-135-1.0%13,390$493.29KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+91,461+8.1%1,215,877$44.79MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+129+1.0%12,782$470.91KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-938-0.2%603,863$22.25MQ2 2026Aug 18, 2026
Rb Capital Management, LlcBuy+468+2.7%17,783$655.14KQ2 2026Aug 18, 2026
Orion Capital Management LlcSell-170-6.5%2,431$89.58KQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+23,112—23,112$851.43KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+6,243+1.7%372,636$13.73MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-3,743-0.8%438,431$16.15MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Sell-1,044-13.5%6,701$246.82KQ2 2026Aug 17, 2026
Km Capital Management Ltd.Buy+335+1.0%32,354$1.19MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+5+0.1%6,925$253.99KQ2 2026Aug 17, 2026
Jane Street Group, LlcBuy+1,768,238+396.0%2,214,709$81.59MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+754,550+30.8%3,205,258$118.08MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+616,914+8412.8%624,247$23.00MQ2 2026Aug 14, 2026
Monograph Wealth Advisors, LlcBuy+324,177+5.3%6,491,032$239.13MQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-233,292-94.3%14,225$524.05KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+129,907+5.2%2,626,969$96.78MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+111,644+40.5%387,541$14.11MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+99,892+27.5%463,297$17.07MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+93,733+2.5%3,862,746$142.30MQ2 2026Aug 14, 2026
Prosperity Bancshares IncBuy+61,706+20.5%362,804$13.37MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+61,068—61,068$2.25MQ2 2026Aug 14, 2026
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Frequently asked questions about DFAX activity

  • Which institutional owners are buying DFAX?

    Institutional owners buying DFAX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DFAX activity?

    "Buy" means an investor increased their reported position in DFAX compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL WORLD EX US CORE (DFAX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DFAX increasing?

    Institutional interest in DFAX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.