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 |
| ERn Financial, LLC | 1.62% | Add +2.3% | 368,117 | $9.4M |
| Truepoint, Inc. | 0.26% | Add +0.6% | 356,751 | $9.1M |
| Hemington Wealth Management | 3.23% | Reduce -2.2% | 350,880 | $8.9M |
| Equitable Holdings, Inc. | 0.10% | Add +5.1% | 343,742 | $8.7M |
| SJS Investment Consulting Inc. | 1.74% | Add +0.0% | 341,759 | $8.7M |
| Cambridge Financial Group, LLC | 4.06% | Add +10.0% | 335,650 | $8.5M |
| Cetera Investment Advisers | 0.02% | Add +89.7% | 330,549 | $8.4M |
| Moisand Fitzgerald Tamayo, LLC | 1.28% | Reduce -0.5% | 328,175 | $8.3M |
| Mariner, LLC | 0.02% | Reduce -1.1% | 326,807 | $8.3M |
| Pure Financial Advisors, LLC | 0.26% | Add +1.0% | 324,054 | $8.2M |
| Truist Financial Corp. | 0.01% | Add +3.3% | 317,577 | $8.1M |
| First National Bank Sioux Falls | 4.35% | No change | 313,096 | $8.0M |
| Porter White Investment Advisors, Inc. | 4.17% | Reduce -3.3% | 308,180 | $7.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.8% | 307,701 | $7.8M |
| Willow Creek Wealth Management Inc. | 0.90% | Reduce -0.7% | 304,087 | $7.7M |
| N.E.W. Advisory Services LLC | 0.84% | Add +14.8% | 298,754 | $7.6M |
| Captrust Financial Advisors | 0.03% | Reduce -1.7% | 298,462 | $7.6M |
| Creative Planning | 0.01% | Reduce -0.9% | 298,229 | $7.6M |
| Eldridge Investment Advisors, Inc. | 1.95% | Reduce -1.3% | 298,066 | $7.6M |
| Hurlow Wealth Management Group, Inc. | 2.58% | Add +3.0% | 286,894 | $7.3M |
| PBMares Wealth Management LLC | 1.90% | Add +1.4% | 286,634 | $7.3M |
| Aspiriant, LLC | 0.30% | No change | 280,926 | $7.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.04% | Reduce -1.4% | 272,593 | $6.9M |
| Live Oak Private Wealth LLC | 1.18% | Add +184.8% | 268,158 | $6.8M |
| Phillips Financial Management, LLC | 0.55% | Reduce -10.7% | 265,183 | $6.7M |
| Hassell Wealth Management, LLC | 4.25% | Reduce -0.3% | 268,208 | $6.7M |
| Warwick Investment Management, Inc. | 1.61% | Reduce -13.9% | 263,614 | $6.7M |
| Park Avenue Securities LLC | 0.09% | Add +10.6% | 261,930 | $6.7M |
| Magnolia Capital Advisors LLC | 5.56% | Add +4.6% | 270,338 | $6.7M |
| Mather Group, Llc. | 0.10% | Reduce -25.3% | 267,001 | $6.5M |
| MilWealth Group LLC | 2.07% | Add +1.7% | 255,416 | $6.5M |
| Bayshore Asset Management, LLC | 3.06% | Reduce -5.6% | 245,680 | $6.3M |
| Aerodigm Wealth, LLC | 2.49% | Reduce -0.0% | 242,417 | $6.2M |
| Peirce Capital Management, LLC | 3.36% | Reduce -1.8% | 240,273 | $6.1M |
| Dopkins Wealth Management, LLC | 3.63% | Add +22.0% | 236,871 | $6.0M |
| MML Investors Services, LLC | 0.02% | Add +146.8% | 235,434 | $6.0M |
| RBF Capital, LLC | 0.32% | No change | 221,400 | $5.6M |
| DiNuzzo Private Wealth, Inc. | 0.75% | Reduce -0.4% | 219,931 | $5.6M |
| Betterment LLC | 0.01% | Add +0.5% | 210,752 | $5.4M |
| Tranquilli Financial Advisor LLC | 3.53% | Add +8.6% | 208,124 | $5.3M |
| Awm Capital, LLC | 0.86% | Reduce -1.1% | 203,434 | $5.2M |
| Walden Wealth Partners LLC | 2.98% | Reduce -1.2% | 202,465 | $5.1M |
| FMB Wealth Management | 4.09% | Add +12.5% | 201,313 | $5.1M |
| SC&H Financial Advisors, Inc. | 1.31% | Add +1.7% | 197,945 | $5.0M |
| Integrated Advisors Network LLC | 0.26% | Reduce -0.4% | 196,052 | $5.0M |
| Treynor Bancshares, Inc. | 2.70% | Add +18.2% | 182,493 | $4.6M |
| Investment Advisory Group, LLC | 1.91% | Reduce -4.2% | 181,870 | $4.6M |
| RAM Investment Partners, LLC | 1.40% | Reduce -3.5% | 175,598 | $4.5M |
| Heritage Wealth Management, Inc./Texas | 2.72% | Add +1.9% | 164,757 | $4.2M |
| RS Crum Inc. | 1.14% | Reduce -4.6% | 164,215 | $4.2M |
| Tillman Hartley LLC | 1.43% | Reduce -0.1% | 162,854 | $4.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +12.7% | 158,184 | $4.0M |
| Gould Asset Management LLC | 0.97% | Add +10.1% | 157,486 | $4.0M |
| ML & R Wealth Management LLC | 0.91% | Reduce -10.9% | 156,166 | $4.0M |
| CGN Advisors LLC | 0.50% | Add +0.7% | 153,634 | $3.9M |
| Evernest Financial Advisors, LLC | 1.83% | Reduce -8.3% | 156,722 | $3.9M |
| Summit Wealth Group, LLC | 2.53% | Reduce -0.4% | 146,171 | $3.7M |
| Earned Wealth Advisors, LLC | 1.37% | Add +0.0% | 140,831 | $3.6M |
| Exencial Wealth Advisors, LLC | 0.13% | Add +27.2% | 138,384 | $3.5M |
| Concord Wealth Partners | 0.62% | Add +3.5% | 134,999 | $3.4M |
| GEM Asset Management, LLC | 2.26% | Add +2.5% | 136,520 | $3.4M |
| Ballentine Partners, LLC | 0.06% | No change | 126,663 | $3.2M |
| Canopy Partners, LLC | 1.56% | Add +843.4% | 125,115 | $3.2M |
| Lantern Wealth Advisors, LLC | 2.17% | Add +5.0% | 121,185 | $3.1M |
| Morgan Stanley | 0.00% | Add +2.0% | 120,225 | $3.1M |
| Herold Advisors, Inc. | 0.74% | Add +4.0% | 120,095 | $3.1M |
| Visionary Wealth Advisors | 0.20% | Add +0.8% | 118,967 | $3.0M |
| Harbor Group, Inc. | 0.79% | Reduce -3.3% | 117,856 | $3.0M |
| Versant Capital Management, Inc | 0.85% | Reduce -1.8% | 117,309 | $3.0M |
| Keb Asset Management, LLC | 0.99% | Reduce -1.5% | 114,126 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 113,455 | $2.9M |
| Kraft Asset Management, LLC | 2.28% | Reduce -2.7% | 111,243 | $2.8M |
| Rockwood Wealth Management, LLC | 0.36% | Reduce -0.7% | 108,918 | $2.8M |
| Firethorn Wealth Partners, LLC | 1.62% | Reduce -27.7% | 108,335 | $2.8M |
| Wealth Architects, LLC | 0.36% | Reduce -0.6% | 107,509 | $2.7M |
| Gradient Capital Advisors, LLC | 1.00% | Add +12.7% | 107,004 | $2.7M |
| Rehmann Capital Advisory Group | 0.20% | Reduce -2.2% | 105,511 | $2.7M |
| WPWealth LLP | 0.69% | Add +23.4% | 104,560 | $2.7M |
| Northwest Wealth Management, LLC | 0.72% | Reduce -1.2% | 103,366 | $2.6M |
| USAdvisors Wealth Management, LLC | 0.99% | Add +18.6% | 102,980 | $2.6M |
| Western Wealth Management, LLC | 0.20% | Reduce -1.7% | 101,491 | $2.6M |
| Merriman Wealth Management, LLC | 0.11% | Add +2.6% | 96,924 | $2.5M |
| Old Mission Capital LLC | 0.06% | Reduce -84.7% | 96,419 | $2.5M |
| Cherry Tree Wealth Management, LLC | 0.61% | Reduce -0.6% | 94,803 | $2.4M |
| LifePro Asset Management | 1.59% | Add +1.0% | 94,496 | $2.4M |
| RW Investment Management LLC | 0.33% | Add +4.5% | 94,426 | $2.4M |
| C M Bidwell & Associates Ltd. | 1.56% | Reduce -3.1% | 89,865 | $2.3M |
| McCarthy Asset Management, Inc. | 1.40% | Reduce -6.0% | 89,676 | $2.3M |
| Global Retirement Partners, LLC | 0.08% | Add +2.0% | 89,063 | $2.3M |
| Avantax Planning Partners, Inc. | 0.07% | Add +426.9% | 87,277 | $2.2M |
| Hutchinson Capital Management | 0.45% | Add +0.1% | 86,667 | $2.2M |
| Physician Wealth Advisors, Inc. | 0.46% | Reduce -0.0% | 88,996 | $2.2M |
| Ancora Advisors LLC | 0.05% | Reduce -30.0% | 85,323 | $2.2M |
| Squire Investment Management Company, LLC | 1.37% | Reduce -1.1% | 85,164 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -52.0% | 81,255 | $2.1M |
| Sax Wealth Advisors, LLC | 0.23% | Add +1.9% | 78,283 | $2.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.0% | 75,058 | $1.9M |
| Alpha Financial Advisors, LLC | 0.90% | Reduce -1.6% | 74,903 | $1.9M |
| MAI Capital Management | 0.02% | Reduce -0.3% | 73,807 | $1.9M |
| Melfa Wealth Management, Inc. | 1.31% | Add +1.8% | 71,345 | $1.8M |
| CVA Family Office, LLC | 0.32% | Reduce -0.5% | 70,967 | $1.8M |
| Rather & Kittrell, Inc. | 0.54% | Add +22.7% | 70,387 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.14% | Add +9.7% | 71,700 | $1.8M |
| Regions Financial Corp. | 0.01% | No change | 70,355 | $1.8M |
| Retirement Solution LLC | 0.48% | Add +9.6% | 70,278 | $1.8M |
| Applied Capital LLC | 1.06% | Reduce -1.2% | 70,038 | $1.8M |
| Raymond James & Associates | 0.00% | Add +17.6% | 69,625 | $1.8M |
| Morris Financial Concepts, Inc. | 0.89% | Reduce -0.1% | 68,390 | $1.7M |
| Aquire Wealth Advisors, LLC | 0.60% | Add +1.1% | 68,023 | $1.7M |
| Waypoint Wealth Partners Inc. | 0.49% | Reduce -3.7% | 67,899 | $1.7M |
| Lam Group, Inc. | 1.40% | Reduce -0.0% | 67,253 | $1.7M |
| Cwm, LLC | 0.01% | Add +12.6% | 66,856 | $1.7M |
| Rappaport Reiches Capital Management, LLC | 0.52% | Add +0.0% | 65,573 | $1.7M |
| Red Lighthouse Investment Management, LLC | 0.64% | No change | 62,815 | $1.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.45% | Add +4.7% | 62,746 | $1.6M |
| Corus Family Wealth Advisors | 1.34% | Add +1.6% | 61,814 | $1.6M |
| Lansing Street Advisors | 0.69% | Add +0.1% | 60,729 | $1.5M |
| Liberty Capital Management, Inc. | 0.38% | No change | 60,457 | $1.5M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -0.1% | 58,491 | $1.5M |
| Quad-Cities Investment Group, LLC | 0.87% | Add +5.8% | 58,358 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -24.1% | 56,061 | $1.4M |
| Midwest Heritage Bank, FSB | 0.73% | Add +0.0% | 54,441 | $1.4M |
| Heritage Wealth Management, Inc. | 1.35% | Add +1.3% | 53,478 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -7.5% | 51,853 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -7.5% | 51,853 | $1.3M |
| Cypress Point Wealth Management, LLC | 0.67% | Add +14.3% | 51,070 | $1.3M |
| Investmark Advisory Group LLC | 0.70% | Add +1.6% | 50,406 | $1.3M |
| Security Financial Services, INC. | 0.29% | Reduce -1.9% | 49,838 | $1.3M |
| Choreo, LLC | 0.03% | Add +0.0% | 49,078 | $1.2M |
| Zhang Financial LLC | 0.09% | Reduce -0.9% | 48,902 | $1.2M |
| Unconventional Investor, LLC | 0.90% | No change | 48,888 | $1.2M |
| Independent Advisor Alliance | 0.04% | Add +46.3% | 48,886 | $1.2M |
| Valley Forge Investment Consultants Inc. Adv | 0.48% | No change | 48,655 | $1.2M |
| Krilogy Financial LLC | 0.09% | Add +0.0% | 47,978 | $1.2M |
| Elevate Wealth Advisory, Inc. | 1.06% | Reduce -1.3% | 47,824 | $1.2M |
| Merit Financial Group, LLC | 0.03% | Reduce -2.2% | 46,402 | $1.2M |
| Life Planning Partners, Inc | 1.18% | No change | 46,601 | $1.2M |
| Red Wave Investments LLC | 0.44% | Reduce -0.4% | 46,093 | $1.2M |
| Vannoy Advisory Group, Inc. | 0.91% | Add +1.0% | 46,022 | $1.2M |
| Wealthstream Advisors, Inc. | 0.44% | Reduce -3.2% | 45,618 | $1.2M |
| VERITY Wealth Advisors | 0.85% | No change | 43,719 | $1.1M |
| Rf&l Wealth Management, LLC | 0.85% | Reduce -2.2% | 43,503 | $1.1M |
| Leading Edge Financial Planning LLC | 0.49% | Reduce -65.6% | 43,492 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.61% | Add +2.4% | 44,616 | $1.1M |
| Clarity Capital Advisors, LLC | 0.87% | Add +0.0% | 42,828 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -0.8% | 42,062 | $1.1M |
| Spinnaker Investment Group, LLC | 0.30% | Reduce -1.4% | 41,893 | $1.1M |
| TruNorth Capital Management, LLC | 0.37% | — | 41,781 | $1.1M |
| KM Capital Management Ltd. | 0.58% | Reduce -2.3% | 41,292 | $1.1M |
| HTLF Bank | 0.12% | No change | 40,591 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +70.6% | 40,284 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +9.0% | 39,953 | $1.0M |
| Safeguard Investment Advisory Group, LLC | 0.33% | Reduce -8.2% | 38,286 | $974K |
| Diversified Trust Co. | 0.03% | No change | 38,077 | $969K |
| CreativeOne Wealth, LLC | 0.04% | New | 37,834 | $962K |
| Pallas Capital Advisors LLC | 0.04% | No change | 37,749 | $960K |
| Five Oceans Advisors | 0.49% | Reduce -0.9% | 37,722 | $960K |
| Cyndeo Wealth Partners, LLC | 0.08% | New | 36,546 | $930K |
| Glass Jacobson Investment Advisors llc | 0.35% | Reduce -3.2% | 36,276 | $923K |
| Westmount Partners, LLC | 0.33% | No change | 36,105 | $919K |
| Intelligent Financial Strategies | 0.57% | Reduce -66.2% | 36,090 | $918K |
| Vanguard Group Inc. | 0.00% | Reduce -6.1% | 35,848 | $912K |
| Waypoint Capital Advisors, LLC | 0.24% | Reduce -2.0% | 35,405 | $901K |
| Sage Rhino Capital LLC | 0.21% | Add +1.2% | 35,128 | $894K |
| IFG Advisors, LLC | 0.23% | Reduce -0.1% | 34,911 | $888K |
| Capital Planning LLC | 0.29% | Add +16.4% | 34,682 | $882K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +24.5% | 34,397 | $875K |
| waypoint wealth counsel | 0.67% | Add +11.5% | 34,372 | $874K |
| Financial Counselors Inc. | 0.01% | New | 33,297 | $847K |
| Tortoise Investment Management, LLC | 0.10% | No change | 32,708 | $832K |
| Brown Advisory Inc. | 0.00% | Reduce -0.4% | 32,391 | $824K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +1.3% | 32,074 | $816K |
| Tanglewood Legacy Advisors, LLC | 0.40% | Reduce -25.9% | 31,835 | $810K |
| Kathleen S. Wright Associates Inc. | 0.38% | Add +139.3% | 31,815 | $805K |
| Clark Asset Management, LLC | 0.25% | No change | 31,535 | $802K |
| Hoylecohen, LLC | 0.06% | No change | 31,434 | $800K |
| CFS Investment Advisory Services, LLC | 0.13% | No change | 31,221 | $794K |
| Montis Financial, LLC | 0.37% | New | 30,546 | $777K |
| Partners in Financial Planning | 0.17% | Add +0.1% | 30,024 | $764K |
| Blue Trust, Inc. | 0.01% | Add +66.0% | 29,914 | $761K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.4% | 28,478 | $724K |
| TFB Advisors LLC | 0.26% | Add +15.1% | 28,831 | $720K |
| Nicholas Hoffman & Company, LLC. | 0.04% | No change | 28,269 | $719K |
| FirstPurpose Wealth LLC | 0.26% | Add +55.6% | 28,099 | $711K |
| Signet Financial Management, LLC | 0.10% | Add +5.0% | 27,343 | $696K |
| KOM Wealth Management Group, LLC | 0.68% | Add +3.4% | 27,173 | $691K |
| Market Street Wealth Management Advisors LLC | 0.12% | Add +4.4% | 27,083 | $689K |
| Quadrant Private Wealth Management, LLC | 0.17% | No change | 26,378 | $671K |
| Natixis Advisors, LLC | 0.00% | New | 26,162 | $666K |
| Brewster Financial Planning LLC | 0.57% | No change | 26,051 | $663K |
| Total Clarity Wealth Management, Inc. | 0.22% | New | 25,230 | $642K |
| M&T Bank Corp | 0.00% | No change | 25,056 | $637K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -1.3% | 25,000 | $636K |
| Shakespeare Wealth Management, LLC | 0.18% | Add +6.7% | 24,883 | $633K |
| NBT Bank, N.A. | 0.05% | Reduce -0.3% | 24,671 | $628K |
| Physician Wealth Solutions Inc. | 0.51% | Add +57.5% | 24,030 | $611K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -37.2% | 23,987 | $610K |
| Waterfront Wealth Inc. | 0.17% | No change | 24,158 | $606K |
| Total Wealth Planning, LLC | 0.10% | Reduce -39.7% | 23,500 | $598K |
| M Holdings Securities, Inc. | 0.10% | Reduce -97.7% | 23,468 | $597K |
| Advisory Services & Investments, LLC | 0.41% | Reduce -4.4% | 23,345 | $594K |
| LJI Wealth Management, LLC | 0.15% | Reduce -0.0% | 22,902 | $583K |
| Independent Wealth Network Inc. | 0.27% | Reduce -1.3% | 22,701 | $578K |
| Freedom Investment Management, Inc. | 0.05% | Add +2.4% | 22,280 | $567K |
| Rise Advisors, LLC | 0.30% | Add +0.1% | 21,944 | $558K |
| DecisionPoint Financial, LLC | 0.22% | Reduce -4.0% | 21,941 | $552K |
| Ascent Group, LLC | 0.05% | Reduce -4.8% | 21,603 | $550K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.6% | 21,436 | $545K |
| Websterrogers Financial Advisors, LLC | 0.19% | Add +0.0% | 20,889 | $531K |
| Falcon Wealth Planning | 0.08% | No change | 20,749 | $528K |
| World Investment Advisors | 0.07% | New | 20,527 | $522K |
| RVW Wealth, LLC | 0.05% | Reduce -4.8% | 20,211 | $514K |
| Simplicity Wealth,LLC | 0.01% | New | 19,964 | $508K |
| JB Capital LLC | 0.03% | Add +12.4% | 19,306 | $491K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.3% | 19,296 | $491K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.1% | 18,387 | $468K |
| Sterneck Capital Management, LLC | 0.27% | No change | 18,056 | $459K |
| Private Trust Co. NA | 0.05% | Add +0.1% | 17,952 | $457K |
| Mission Wealth Management, LP | 0.01% | Add +5.0% | 17,793 | $453K |
| Colonial Trust Co / SC | 0.08% | Reduce -7.0% | 17,739 | $451K |
| Quantinno Capital Management LP | 0.01% | Add +62.5% | 17,486 | $445K |
| Boyce & Associates Wealth Consulting, Inc. | 0.57% | Add +15.3% | 17,247 | $439K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +3.0% | 17,213 | $438K |
| Signaturefd, LLC | 0.01% | Add +0.1% | 16,649 | $424K |
| Verus Financial Partners, Inc. | 0.05% | Add +0.0% | 16,620 | $423K |
| Sprinkle Financial Consultants LLC | 0.36% | Add +0.1% | 16,579 | $422K |
| Citadel Advisors | 0.00% | New | 16,505 | $420K |
| Financial Advocates Investment Management | 0.02% | Reduce -0.6% | 16,396 | $417K |
| Signature Resources Capital Management, LLC | 0.39% | No change | 16,930 | $413K |
| AQR Capital Management | 0.00% | No change | 15,912 | $405K |
| Financial Alternatives, Inc | 0.31% | Add +39.0% | 15,847 | $403K |
| Girard Partners LTD. | 0.04% | No change | 15,690 | $399K |
| Shotwell Rutter Baer Inc | 0.80% | Reduce -1.2% | 15,385 | $395K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.1% | 15,366 | $391K |
| RB Capital Management, LLC | 0.11% | No change | 15,293 | $389K |
| Edge Capital Group, LLC | 0.02% | New | 15,247 | $388K |
| Syverson Strege & Co | 0.13% | Reduce -0.2% | 14,681 | $373K |
| Nicolet Advisory Services, LLC | 0.04% | No change | 14,392 | $369K |
| Clearstead Advisors, LLC | 0.02% | No change | 13,923 | $360K |
| Renasant Bank | 0.26% | New | 14,155 | $360K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.1% | 13,775 | $350K |
| Colton Groome Financial Advisors, LLC | 0.14% | No change | 13,727 | $349K |
| Retirement Income Solutions, Inc. | 0.08% | No change | 13,691 | $348K |
| Ullmann Wealth Partners Group, LLC | 0.05% | Reduce -20.3% | 13,666 | $348K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,525 | $344K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +3.2% | 13,477 | $343K |
| Lincoln National Corp. | 0.01% | Add +11.5% | 12,862 | $327K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -12.1% | 12,786 | $325K |
| Motco | 0.02% | No change | 12,372 | $315K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 12,130 | $309K |
| Wescott Financial Advisory Group, LLC | 0.04% | Reduce -19.3% | 12,112 | $308K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 12,102 | $308K |
| American Financial Advisors, LLC | 0.04% | No change | 11,928 | $303K |
| Sage Financial Group Inc. | 0.03% | No change | 11,763 | $299K |
| Threadgill Financial, LLC | 0.13% | New | 11,718 | $298K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.1% | 11,602 | $295K |
| Sigma Planning Corp | 0.01% | New | 11,542 | $294K |
| Ironwood Financial, llc | 0.06% | No change | 11,082 | $282K |
| 25 LLC | 0.14% | No change | 11,008 | $280K |
| Flow Traders U.S. LLC | 0.01% | New | 10,990 | $280K |
| Northeast Financial Group, Inc. | 0.12% | New | 10,944 | $278K |
| Better Money Decisions, LLC | 0.22% | Reduce -2.7% | 10,844 | $276K |
| Baird Financial Group, Inc. | 0.00% | Add +20.2% | 10,728 | $273K |
| Clayton Financial Group LLC | 0.12% | Reduce -18.1% | 10,420 | $265K |
| Eudaimonia Partners, LLC | 0.06% | Add +18.7% | 10,277 | $261K |
| Abacus Wealth Partners, LLC | 0.04% | No change | 10,034 | $255K |
| Annandale Capital, LLC | 0.06% | New | 9,874 | $251K |
| HUB Investment Partners, LLC | 0.01% | Add +0.1% | 9,761 | $248K |
| Sheets Smith Wealth Management | 0.03% | No change | 9,717 | $247K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 9,686 | $246K |
| FMR LLC | 0.00% | Reduce -0.0% | 9,563 | $243K |
| Headinvest, LLC | 0.05% | Reduce -44.8% | 9,256 | $235K |
| Geneos Wealth Management Inc. | 0.01% | New | 9,146 | $233K |
| MB Generational Wealth, LLC | 0.18% | Reduce -2.2% | 8,950 | $228K |
| Avantax Advisory Services, Inc. | 0.00% | New | 8,840 | $225K |
| IFP Advisors, Inc | 0.01% | Reduce -20.8% | 8,822 | $224K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -19.9% | 8,744 | $222K |
| Essential Planning, LLC. | 0.11% | No change | 8,936 | $218K |
| Annapolis Financial Services, LLC | 0.07% | Reduce -80.5% | 8,435 | $215K |
| Waverly Advisors, LLC | 0.01% | Add +0.1% | 8,431 | $214K |
| Marcum Wealth, LLC | 0.02% | Add +1.1% | 8,423 | $214K |
| MJP Associates Inc. | 0.05% | New | 8,384 | $213K |
| Advisor OS, LLC | 0.02% | New | 8,384 | $213K |
| CIBC Private Wealth Group LLC | 0.00% | New | 8,300 | $211K |
| Single Point Partners, LLC | 0.05% | No change | 8,192 | $208K |
| Copperleaf Capital, LLC | 0.18% | Reduce -4.4% | 8,170 | $208K |
| Arbor Wealth Advisors LLC | 0.19% | New | 8,047 | $205K |
| Main Street Financial Solutions, LLC | 0.02% | New | 8,003 | $204K |
| Oakwell Private Wealth Management, LLC | 0.06% | New | 7,981 | $203K |
| Gemmer Asset Management LLC | 0.02% | Reduce -31.9% | 7,970 | $203K |
| Brookstone Capital Management | 0.00% | New | 7,933 | $202K |
| Perennial Investment Advisors, LLC | 0.03% | New | 7,924 | $202K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 7,878 | $200K |
| Spire Wealth Management | 0.00% | No change | 7,701 | $196K |
| AdvisorNet Financial, Inc | 0.02% | Add +25.9% | 7,052 | $179K |
| Bokf, NA | 0.00% | New | 6,991 | $178K |
| Cassady Schiller Wealth Management, LLC | 0.08% | No change | 6,719 | $171K |
| US Bancorp \de | 0.00% | New | 6,403 | $163K |
| FRG Family Wealth Advisors LLC | 0.03% | New | 6,465 | $161K |
| True Wealth Design, LLC | 0.04% | No change | 6,024 | $153K |
| Sanctuary Wealth Management, L.L.C. | 0.12% | Reduce -31.3% | 5,773 | $147K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 5,436 | $138K |
| City State Bank | 0.06% | No change | 5,000 | $127K |
| ICA Group Wealth Management, LLC | 0.02% | No change | 4,876 | $124K |
| Farther Finance Advisors, LLC | 0.01% | No change | 4,811 | $122K |
| Cedar Wealth Management, LLC | 0.04% | No change | 4,709 | $120K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 4,631 | $118K |
| Coston, McIsaac & Partners | 0.04% | Add +0.1% | 4,505 | $114K |
| Salomon & Ludwin, LLC | 0.01% | No change | 4,034 | $103K |
| Private Ocean, LLC | 0.01% | Reduce -2.5% | 3,707 | $94K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +3.8% | 3,660 | $93K |
| Orion Capital Management LLC | 0.05% | Reduce -17.8% | 3,371 | $86K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 3,363 | $86K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | Reduce -38.5% | 3,350 | $85K |
| Harbour Investments, Inc. | 0.00% | No change | 3,259 | $83K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,207 | $82K |
| Quadrant Capital Group LLC | 0.01% | No change | 3,174 | $81K |
| American Capital Advisory, LLC | 0.06% | Reduce -42.7% | 3,063 | $71K |
| Heritage Wealth Advisors | 0.00% | No change | 2,517 | $64K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 2,475 | $63K |
| Investors Research Corp | 0.01% | No change | 2,452 | $62K |
| Parallel Advisors, LLC | 0.00% | No change | 2,299 | $58K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.1% | 2,233 | $57K |
| Wells Fargo & Company | 0.00% | Add +584.1% | 2,189 | $56K |
| AlphaMark Advisors, LLC | 0.02% | No change | 2,092 | $53K |
| McIlrath & Eck, LLC | 0.01% | New | 1,993 | $51K |
| EnRich Financial Partners LLC | 0.02% | New | 1,762 | $45K |
| Avior Wealth Management, LLC | 0.00% | Reduce -90.0% | 1,307 | $33K |
| Roble, Belko & Company, Inc | 0.01% | No change | 1,273 | $32K |
| Key Financial Inc | 0.01% | No change | 1,225 | $31K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -70.9% | 1,174 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,156 | $29K |
| Continuum Advisory, LLC | 0.00% | Reduce -94.1% | 1,102 | $28K |
| First Manhattan Co. Llc. | 0.00% | New | 1,060 | $27K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 636 | $16K |
| Thompson Investment Management, Inc. | 0.00% | No change | 557 | $14K |
| Fifth Third Bancorp | 0.00% | Reduce -46.3% | 422 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -92.9% | 411 | $10K |
| CoreCap Advisors, LLC | 0.00% | New | 360 | $9K |
| Bare Financial Services, Inc | 0.01% | New | 357 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 291 | $7K |
| Tucker Asset Management LLC | 0.00% | New | 196 | $5K |
| WR Wealth Planners, LLC | 0.00% | New | 174 | $4K |
| Studio Investment Management LLC | 0.00% | New | 164 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 159 | $4K |
| JNBA Financial Advisors | 0.00% | No change | 152 | $4K |
| Tyler-Stone Wealth Management | 0.00% | No change | 100 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 50 | $1K |
"% 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.