DFAX · Dimensional World ex. U.S. Core Equity 2 ETF ETF

$38.61 +0.17 (+0.44%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 3

Total Value: $18,486,126

Total Shares: 501,795

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026

Top Holder

64.3%

−15.0 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

5,218

Highly concentrated−1,313

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: 0

Institutional value: +160.0%

Shares held: +139.8%

Top Buyers

vs Mar 31, 2026

No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Small MLG Wealth Management DBA Pine Grove Financial Group	−1,654	164,248

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Large Corient Private Wealth LLC	322,777	$11,891,104
Mid Parkside Financial Bank & Trust	14,770	$544,126

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Large M&T Bank Corp	29,950	$1,017,401
Micro Pandowealth. LLC	13,416	$455,741

Filter: New 2 Increased 0 Reduced 1 Sold out 2 Unchanged 0

Showing 3 of 3

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Corient Private Wealth LLC DFAX

$11,891,104

64.32%

322,777

MLG Wealth Management DBA Pine Grove Financial Group DFAX

$6,050,896

32.73%

164,248

Parkside Financial Bank & Trust DFAX

$544,126

2.94%

14,770

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wilmington Trust Company	29,950	$1,017,401	100.0%	Defined