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Public ownership evidence

Dimensional World ex U.S. Core Equity 2 ETF (DFAX) Ownership Disclosures

Read DFAX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Pandowealth. LLC2025-12-312026-08-2913,601$445,171None
Pandowealth. LLC2026-03-312026-08-2913,416$455,755None
Corient Private Wealth LP2026-06-302026-08-28322,777$11,891,108None
AFFINITY WEALTH LLC2025-12-312026-08-2728$916None
AFFINITY WEALTH LLC2025-09-302026-08-2728$879None
AFFINITY WEALTH LLC2025-06-302026-08-27260$7,636None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-26166,591$5,452,532None
Kings Path Partners LLC2026-03-312026-08-223,916$133,027None
Forefront Wealth Partners, LLC2026-06-302026-08-218,211$302,494None
Pandowealth. LLC2026-06-302026-08-2113,429$494,725None
Rehmann Capital Advisory Group2026-06-302026-08-2192,914$3,422,963None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-2113,390$493,288None
Kingsview Wealth Management, LLC2026-06-302026-08-2012,782$470,907None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2012,130$446,869None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,215,877$44,792,885None
Beacon Pointe Advisors, LLC2026-06-302026-08-19603,863$22,246,317None
Copia Wealth Management2026-06-302026-08-191,893$69,738None
Unconventional Investor, LLC2026-06-302026-08-1948,888$1,801,034None
Orion Capital Management LLC2026-06-302026-08-192,431$89,575None
RB Capital Management, LLC2026-06-302026-08-1917,783$655,140None
WNY Asset Management, LLC2026-06-302026-08-1823,112$851,433None
SwitchPoint Financial Planning, LLC2026-06-302026-08-18117,940$4,344,910None
KM Capital Management Ltd.2026-06-302026-08-1832,354$1,191,923None
Corient Private Wealth LP2026-06-302026-08-18334,179$12,311,152None
FSA Advisors, Inc.2026-06-302026-08-186,701$246,820None
Pure Financial Advisors, LLC2026-06-302026-08-18372,636$13,727,900None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-186,925$253,994None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18169$6,240None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18168$5,694None
Equitable Holdings, Inc.2026-06-302026-08-18438,431$16,151,797None
Financial Plan, Inc.2026-06-302026-08-15718,310$26,462,550None
FLAX POND CAPITAL, LLC2026-06-302026-08-1579,254$2,919,717None
MARS JEWETT FINANCIAL GROUP, INC.2026-06-302026-08-151,626,249$59,911,027None
AMERIFLEX GROUP, INC.2026-06-302026-08-15975$35,919None
SEI INVESTMENTS CO2026-06-302026-08-1561,237$2,255,960None
Federation des caisses Desjardins du Quebec2026-06-302026-08-154,120$148,897None
Modern Wealth Management, LLC2026-06-302026-08-158,297$305,655None
Vantage Point Financial LLC2026-06-302026-08-15198,360$7,307,584None
Nemes Rush Group LLC2026-06-302026-08-151,459$53,750None
VANCE WEALTH, LLC2026-06-302026-08-151,112,424$40,981,706None
Babb Wealth Advisors LLC2026-06-302026-08-151,241,297$45,729,363None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-15137,972$5,082,901None
WCG Wealth Advisors LLC2026-06-302026-08-1550,861$1,873,710None
MONOGRAPH WEALTH ADVISORS, LLC2026-06-302026-08-156,491,032$239,129,604None
Western Wealth Management, LLC2026-06-302026-08-1593,980$3,462,220None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-15119,200$4,391,332None
Foundations Investment Advisors, LLC2026-06-302026-08-15316,004$11,641,584None
IFG Advisory, LLC2026-06-302026-08-15624,247$22,997,254None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519,986$736,300None
OSAIC HOLDINGS, INC.2026-06-302026-08-15440,170$16,216,716None

90-day public filing window, up to 50 source positions.

Pandowealth. LLC ↗Pandowealth. LLC ↗Corient Private Wealth LP ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Kings Path Partners LLC ↗Forefront Wealth Partners, LLC ↗Pandowealth. LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.