Dimensional World Ex US CoreDFAXETF
13F holders, Q1 2024 (March 31)448holders
2famous investors
$25.43avg. 13F price*
At the end of Q1 2024, 448 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings. The largest holders were Buckingham Strategic Wealth, LLC ($293.4M), Envestnet Asset Management Inc. ($279.1M) and LPL Financial LLC ($188.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional World Ex US Core
- CUSIP
- 25434V880
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $75.0M |
| Exits | 15 | $10.5M |
Ownership 448 holders
| Buckingham Strategic Wealth, LLC | 3.10% | Reduce -1.0% | 11,533,051 | $293.4M |
| Envestnet Asset Management Inc. | 0.10% | Add +2.8% | 10,969,757 | $279.1M |
| LPL Financial LLC | 0.10% | Add +1.9% | 7,416,173 | $188.7M |
| Geometric Wealth Advisors | 38.71% | Add +3.8% | 6,444,509 | $163.9M |
| Commonwealth Equity Services, LLC | 0.24% | Add +3.8% | 5,732,153 | $145.8M |
| Glenmede Trust Co. NA | 0.66% | Add +0.4% | 5,212,247 | $132.6M |
| Monograph Wealth Advisors, LLC | 19.29% | Add +9.3% | 5,165,363 | $131.4M |
| RFG Advisory, LLC | 3.91% | Add +6.2% | 4,515,992 | $114.9M |
| Comerica Bank | 0.49% | Reduce -0.1% | 4,496,412 | $114.4M |
| UBS Group AG | 0.04% | Add +4.0% | 4,427,335 | $112.6M |
| Plancorp, LLC | 4.63% | Reduce -0.1% | 4,190,989 | $106.6M |
| Alerus Financial NA | 7.52% | Reduce -0.8% | 3,914,964 | $99.6M |
| JFS Wealth Advisors, LLC | 7.68% | Reduce -1.6% | 3,801,476 | $96.7M |
| Allworth Financial LP | 0.66% | Reduce -0.5% | 3,682,172 | $93.7M |
| Assetmark, Inc. | 0.30% | Add +3.9% | 3,598,076 | $91.5M |
| Pathstone Holdings, LLC | 0.39% | Reduce -1.0% | 3,282,227 | $83.5M |
| Triune Financial Partners, LLC | 28.36% | Add +0.9% | 3,212,168 | $81.7M |
| Great Waters Wealth Management | 12.56% | Add +8.2% | 3,023,687 | $76.9M |
| Capstone Financial Advisors, Inc. | 4.91% | Add +2.0% | 2,871,232 | $73.0M |
| Focus Partners Advisor Solutions, LLC | 2.10% | Add +57.8% | 2,853,176 | $72.6M |
| Evanson Asset Management, LLC | 5.38% | Reduce -1.2% | 2,836,700 | $72.2M |
| Planning Center, Inc. | 15.68% | Add +1.1% | 2,832,063 | $72.0M |
| Asset Dedication, LLC | 4.99% | Add +6.7% | 2,625,551 | $66.8M |
| D.A. Davidson & Co. | 0.57% | Add +2.4% | 2,499,282 | $63.6M |
| Cobblestone Capital Advisors LLC | 3.85% | Add +6.2% | 2,403,592 | $61.1M |
| Core Wealth Management, Inc. | 23.89% | Add +5.4% | 2,165,160 | $55.1M |
| New Capital Management LP | 16.24% | Add +1.8% | 2,138,210 | $54.4M |
| Morton Capital Management LLC | 14.23% | Add +4.4% | 2,072,389 | $52.7M |
| Greenspring Advisors, LLC | 12.81% | Add +2.9% | 2,016,003 | $51.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5.85% | Reduce -38.0% | 1,944,723 | $49.5M |
| Jackson Thornton Wealth Management, LLC | 7.67% | Add +1.6% | 1,778,344 | $45.2M |
| Bank of America Corp. | 0.00% | Reduce -1.8% | 1,681,824 | $42.8M |
| Baker Boyer National Bank | 14.73% | Add +4.6% | 1,682,055 | $42.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.92% | Reduce -1.7% | 1,585,013 | $40.3M |
| Forum Financial Management, LP | 0.68% | Reduce -2.3% | 1,559,561 | $39.7M |
| GeoWealth Management, LLC | 1.47% | New | 1,497,414 | $38.1M |
| Trellis Wealth Advisors LLC | 20.49% | Add +1.6% | 1,425,526 | $36.3M |
| Glassman Wealth Services | 7.32% | Add +6.4% | 1,423,560 | $36.2M |
| ShankerValleau Wealth Advisors, Inc. | 16.20% | Add +0.7% | 1,383,664 | $35.2M |
| Creative Capital Management Investments LLC | 18.16% | Add +11.2% | 1,380,832 | $35.1M |
| Altiora Financial Group, LLC | 9.17% | Reduce -0.9% | 1,327,409 | $33.8M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +8.1% | 1,305,988 | $33.2M |
| Cardiff Park Advisors, LLC | 3.04% | Reduce -2.6% | 1,253,350 | $31.9M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -0.1% | 1,225,526 | $31.2M |
| Financial Symmetry Inc | 26.16% | Add +10.2% | 1,174,758 | $29.9M |
| BlueSky Wealth Advisors, LLC | 23.18% | Add +4.2% | 1,164,698 | $29.6M |
| Vance Wealth, LLC | 11.09% | Add +1.7% | 1,094,202 | $27.8M |
| Meridian Wealth Partners, LLC | 4.73% | Reduce -2.7% | 1,029,699 | $26.2M |
| Private Advisor Group, LLC | 0.18% | Add +2.2% | 1,009,103 | $25.7M |
| Royal Bank of Canada | 0.01% | Reduce -11.7% | 1,006,006 | $25.6M |
| Confluence Wealth Services, Inc. | 2.25% | Add +21.2% | 1,003,639 | $25.5M |
| LRI Investments, LLC | 6.41% | — | 997,310 | $25.4M |
| Cardinal Point Capital Management ULC | 4.78% | New | 987,830 | $25.1M |
| Onyx Financial Advisors, LLC | 15.52% | Add +9.7% | 985,957 | $25.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -6.1% | 981,674 | $25.0M |
| BetterWealth, LLC | 7.80% | Add +1.5% | 941,739 | $24.0M |
| Sensible Money, LLC | 12.63% | Add +7.8% | 923,569 | $23.5M |
| OneDigital Investment Advisors LLC | 0.36% | Reduce -1.2% | 911,084 | $23.2M |
| Apella Capital, LLC | 1.14% | Reduce -3.7% | 883,427 | $22.7M |
| Symmetry Partners, LLC | 1.64% | Reduce -13.6% | 823,987 | $21.0M |
| Financial Engines Advisors L.L.C. | 0.05% | Add +50.0% | 792,209 | $20.2M |
| Corient Private Wealth LP | 0.04% | Reduce -0.2% | 775,170 | $19.7M |
| Shearwater Capital LLC | 14.44% | Add +4.7% | 770,195 | $19.6M |
| Destiny Wealth Partners, LLC | 3.46% | Reduce -8.6% | 757,905 | $19.3M |
| TCI Wealth Advisors, Inc. | 1.90% | Add +8.4% | 756,908 | $19.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -16.2% | 696,968 | $17.7M |
| Kestra Advisory Services, LLC | 0.12% | Add +9.4% | 680,182 | $17.3M |
| Chicago Partners Investment Group LLC | 0.72% | Reduce -2.7% | 675,465 | $16.9M |
| Sowell Financial Services LLC | 0.79% | Add +240.0% | 658,287 | $16.7M |
| Grand Wealth Management, LLC | 7.69% | Add +7.7% | 633,801 | $16.1M |
| Glassy Mountain Advisors, Inc. | 6.05% | Add +4.3% | 632,113 | $16.1M |
| Prosperity Planning, Inc. | 7.77% | Reduce -0.9% | 630,565 | $16.0M |
| Jane Street Group, LLC | 0.02% | Reduce -62.4% | 605,366 | $15.4M |
| HTG Investment Advisors, Inc. | 8.67% | Reduce -7.3% | 588,057 | $15.0M |
| Cahill Financial Advisors Inc. | 2.02% | Add +10.9% | 582,447 | $14.8M |
| Cherrydale Wealth Management, LLC | 6.91% | Add +6.0% | 580,482 | $14.8M |
| Conrad Siegel Investment Advisors, Inc. | 4.20% | Add +19.2% | 563,859 | $14.3M |
| Grunden Financial Advisory, Inc. | 7.42% | Reduce -1.8% | 548,690 | $14.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.35% | Add +12.1% | 536,907 | $13.7M |
| Modera Wealth Management, LLC | 0.21% | Reduce -0.8% | 532,978 | $13.6M |
| IFG Advisory, LLC | 1.01% | Reduce -2.5% | 531,584 | $13.5M |
| Claris Advisors, LLC / Mo / | 6.73% | Reduce -0.1% | 524,487 | $13.3M |
| Soundmark Wealth Management, LLC | 5.70% | Add +2.9% | 505,211 | $12.9M |
| Savant Capital, LLC | 0.14% | Reduce -11.0% | 475,480 | $12.1M |
| Lauterbach Financial Advisors, LLC | 7.78% | Reduce -3.7% | 465,938 | $11.9M |
| Ruedi Wealth Management, Inc. | 4.96% | Add +0.8% | 462,961 | $11.8M |
| Robertson Stephens Wealth Management, LLC | 0.64% | Reduce -3.3% | 459,746 | $11.7M |
| North Ridge Wealth Advisors, Inc. | 8.83% | Add +1.7% | 447,324 | $11.4M |
| Brighton Jones LLC | 0.40% | Add +6.1% | 436,649 | $11.1M |
| Legacy Financial Group, Inc. | 4.33% | Add +13.8% | 432,697 | $11.0M |
| ARK & TLK Investments, LLC | 4.22% | Reduce -1.0% | 425,201 | $10.8M |
| JPMorgan Chase & Co. | 0.00% | Add +9.1% | 417,726 | $10.6M |
| American Investment Services, Inc. | 1.84% | Reduce -1.4% | 408,625 | $10.4M |
| Trust Co of the South | 2.40% | Reduce -1.6% | 408,452 | $10.4M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -6.0% | 401,678 | $10.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -2.6% | 394,719 | $10.0M |
| Financial Connections Group, Inc. | 10.52% | Add +7.7% | 377,515 | $9.6M |
| Andrews, Lucia Wealth Management LLC | 6.81% | Reduce -0.0% | 375,804 | $9.6M |
| Silver Oak Advisory Group, Inc. | 5.31% | Add +1.6% | 372,117 | $9.5M |
| EP Wealth Advisors, LLC | 0.11% | Reduce -1.2% | 370,693 | $9.4M |
"% of holder's portfolio" is DFAX's weight in each manager's 13F, not the share of Dimensional World Ex US Core the manager owns.