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Who Owns Dimensional World ex U.S. Core Equity 2 ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Dimensional World ex U.S. Core Equity 2 ETF.

Who crossed 5% of DFAX →
Managers holding
28
as of 2026-09-30
Reported value
$433.1M
summed across filings
Shares held
11.7M
Added vs trimmed
12 / 6
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Great Waters Wealth ManagementWORLD EX US CORE5.3M shadded$198M
Apella Capital, LLCWORLD EX US CORE1.6M shadded$59.8M
Financial Symmetry IncCOM1.6M shtrimmed$59.2M
Conrad Siegel Investment Advisors, Inc.WORLD EX US CORE712.6K shtrimmed$26.4M
Graves Light Lenhart Wealth, Inc.WORLD EX US CORE623.6K shadded$23.1M
Farther Finance Advisors, LLCETF523.7K shadded$19.4M
Prosperity Planning, Inc.WORLD EX US CORE454.8K shtrimmed$16.8M
Cambridge Financial Group, LLCWORLD EX US CORE243.9K shadded$9M
LAWOOD & COExchange Traded Fund219.4K shadded$8.1M
Factor Wealth Management LTDWORLD EX US CORE113.5K shadded$4.2M
Sprinkle Financial Consultants LLCWORLD EX US CORE53K shadded$2M
Canandaigua National Trust Co of FloridaCom33.1K shadded$1.2M
BAKER TILLY WEALTH MANAGEMENT, LLCWORLD EX US CORE32.1K shtrimmed$1.2M
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCWORLD EX US CORE25.3K shtrimmed$936.4K
Wedmont Private CapitalWORLD EX US CORE14.2K shheld$523.5K
RVW Wealth, LLCWORLD EX US CORE13.7K shheld$508.3K
Vilga Financial Planning LLCWORLD EX US CORE13.4K shheld$496.2K
Sound Income Strategies, LLCWORLD EX US CORE8.4K shheld$308.5K
Avidian Wealth Enterprises, LLCWORLD EX US CORE7.6K shadded$280K
Legacy Private Trust Co.WORLD EX US CORE7.5K sh—$277.7K
Cadent Capital Advisors, LLCWORLD EX US CORE7K shheld$257.8K
Arbor Wealth Advisors LLCWORLD EX US CORE6.9K shtrimmed$257.2K
SAPIENT CAPITAL LLCWORLD EX US CORE5.8K sh—$215.3K
ELEVATION WEALTH PARTNERS, LLCWORLD EX US CORE5.7K shadded$212.4K
Venture Visionary Partners LLCWORLD EX US CORE5.7K sh—$211.6K
Investors Research CorpWORLD EX US CORE4.9K shheld$181.8K
Olistico Wealth, LLCETF1.6K shadded$59K
CoreCap Advisors, LLCETF917 shheld$33.9K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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