Dimensional World Ex US CoreDFAXETF
13F holders, Q2 2024 (June 30)470holders +22
33new positions
16sold out
1famous investor
$25.43avg. 13F price*
At the end of Q2 2024, 470 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 22 from Q1 2024. 33 opened new positions and 16 sold out. The largest holders were Buckingham Strategic Wealth, LLC ($285.6M), Envestnet Asset Management Inc. ($247.4M) and LPL Financial LLC ($187.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $59.1M |
| Exits | 16 | $6.7M |
All 13F filers, Q1 2024 → Q2 2024: 11,688,977 shares bought and 4,803,493 shares sold, net +6,885,484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 470 holders
| Buckingham Strategic Wealth, LLC | 2.96% | Reduce -2.6% | 11,234,134 | $285.6M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -11.3% | 9,731,339 | $247.4M |
| LPL Financial LLC | 0.09% | Reduce -0.5% | 7,375,960 | $187.5M |
| Geometric Wealth Advisors | 38.17% | Add +13.4% | 7,310,936 | $185.8M |
| Monograph Wealth Advisors, LLC | 20.47% | Add +6.7% | 5,510,306 | $140.1M |
| Commonwealth Equity Services, LLC | 0.22% | Reduce -5.4% | 5,421,522 | $137.8M |
| Glenmede Trust Co. NA | 0.67% | Reduce -0.7% | 5,178,020 | $131.6M |
| RFG Advisory, LLC | 3.87% | Add +3.5% | 4,673,373 | $118.8M |
| UBS Group AG | 0.03% | Reduce -2.2% | 4,330,671 | $110.1M |
| Comerica Bank | 0.45% | Reduce -5.3% | 4,259,587 | $108.3M |
| Plancorp, LLC | 4.61% | Reduce -0.2% | 4,182,404 | $106.3M |
| Alerus Financial NA | 7.38% | Reduce -0.8% | 3,884,543 | $98.7M |
| JFS Wealth Advisors, LLC | 7.59% | Reduce -0.4% | 3,785,385 | $96.2M |
| Allworth Financial LP | 0.61% | Reduce -0.1% | 3,677,320 | $94.8M |
| Assetmark, Inc. | 0.28% | Add +0.2% | 3,604,928 | $91.6M |
| Great Waters Wealth Management | 13.16% | Add +12.1% | 3,390,439 | $86.2M |
| Triune Financial Partners, LLC | 29.18% | Add +4.3% | 3,351,325 | $85.2M |
| Pathstone Holdings, LLC | 0.38% | Reduce -0.3% | 3,270,642 | $83.1M |
| Focus Partners Advisor Solutions, LLC | 1.99% | Add +4.8% | 2,989,064 | $76.0M |
| Jane Street Group, LLC | 0.08% | Add +378.1% | 2,894,395 | $73.6M |
| Capstone Financial Advisors, Inc. | 4.82% | Add +0.1% | 2,873,601 | $73.0M |
| Planning Center, Inc. | 9.46% | Add +0.6% | 2,848,317 | $72.4M |
| Evanson Asset Management, LLC | 4.89% | Reduce -7.8% | 2,615,290 | $66.5M |
| Asset Dedication, LLC | 4.52% | Reduce -2.4% | 2,563,510 | $65.2M |
| D.A. Davidson & Co. | 0.57% | Add +1.6% | 2,539,731 | $64.6M |
| Cobblestone Capital Advisors LLC | 3.83% | Add +1.9% | 2,449,201 | $62.3M |
| Core Wealth Management, Inc. | 23.34% | Add +4.5% | 2,262,878 | $57.5M |
| New Capital Management LP | 16.68% | Reduce 0.0% | 2,138,175 | $54.4M |
| Morton Capital Management LLC | 12.84% | Add +2.6% | 2,127,366 | $54.1M |
| Greenspring Advisors, LLC | 12.34% | Add +0.0% | 2,016,818 | $51.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5.61% | Add +2.7% | 1,997,402 | $50.8M |
| Bank of America Corp. | 0.00% | Add +11.0% | 1,867,507 | $47.5M |
| Jackson Thornton Wealth Management, LLC | 6.62% | Reduce -4.4% | 1,699,799 | $43.2M |
| Baker Boyer National Bank | 14.80% | Reduce -0.9% | 1,666,866 | $42.4M |
| Glassman Wealth Services | 7.25% | Add +8.7% | 1,547,549 | $39.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.84% | Reduce -2.4% | 1,546,640 | $39.3M |
| Creative Capital Management Investments LLC | 18.87% | Add +10.7% | 1,527,952 | $38.8M |
| Altiora Financial Group, LLC | 9.14% | Add +12.9% | 1,498,189 | $38.1M |
| Trellis Wealth Advisors LLC | 20.48% | Add +3.0% | 1,467,569 | $37.3M |
| GeoWealth Management, LLC | 1.62% | Reduce -2.5% | 1,460,373 | $37.1M |
| ShankerValleau Wealth Advisors, Inc. | 14.94% | Reduce -0.8% | 1,372,916 | $34.9M |
| Financial Symmetry Inc | 26.36% | Add +13.5% | 1,333,531 | $33.9M |
| Financial Engines Advisors L.L.C. | 0.07% | Add +67.5% | 1,326,522 | $33.7M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +1.3% | 1,323,189 | $33.6M |
| Forum Financial Management, LP | 0.60% | Reduce -16.6% | 1,300,036 | $33.0M |
| Cardiff Park Advisors, LLC | 3.06% | Reduce -0.4% | 1,247,913 | $31.7M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -3.4% | 1,183,321 | $30.1M |
| BlueSky Wealth Advisors, LLC | 5.02% | Add +0.8% | 1,174,212 | $29.8M |
| Royal Bank of Canada | 0.01% | Add +13.2% | 1,138,963 | $29.0M |
| Cardinal Point Capital Management ULC | 4.84% | Add +10.9% | 1,095,264 | $27.8M |
| Confluence Wealth Services, Inc. | 2.18% | Add +7.1% | 1,074,993 | $27.3M |
| Vance Wealth, LLC | 11.19% | Reduce -2.0% | 1,071,855 | $27.2M |
| Bank of Montreal | 0.01% | New | 1,030,670 | $26.7M |
| Private Advisor Group, LLC | 0.18% | Add +3.9% | 1,048,158 | $26.6M |
| Meridian Wealth Partners, LLC | 4.56% | Reduce -1.4% | 1,014,974 | $25.8M |
| Onyx Financial Advisors, LLC | 15.34% | Add +2.2% | 1,007,514 | $25.6M |
| LRI Investments, LLC | 2.88% | Reduce -0.1% | 996,676 | $25.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.6% | 975,795 | $24.8M |
| Apella Capital, LLC | 1.06% | Add +3.7% | 916,236 | $23.6M |
| BetterWealth, LLC | 7.43% | Reduce -2.6% | 917,500 | $23.3M |
| OneDigital Investment Advisors LLC | 0.29% | Reduce -0.1% | 910,622 | $23.1M |
| Symmetry Partners, LLC | 1.18% | Add +9.2% | 899,649 | $22.9M |
| Sensible Money, LLC | 11.04% | Reduce -3.6% | 890,226 | $22.6M |
| N.E.W. Advisory Services LLC | 2.36% | Add +188.6% | 862,164 | $21.9M |
| TCI Wealth Advisors, Inc. | 1.98% | Add +9.3% | 826,924 | $21.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +107.8% | 820,010 | $20.8M |
| Sequoia Financial Advisors, LLC | 0.24% | New | 784,216 | $19.9M |
| Shearwater Capital LLC | 14.57% | Add +1.3% | 780,083 | $19.8M |
| Corient Private Wealth LP | 0.03% | Reduce -0.9% | 767,784 | $19.5M |
| Destiny Wealth Partners, LLC | 3.25% | Reduce -6.3% | 710,562 | $18.1M |
| Savant Capital, LLC | 0.18% | Add +44.9% | 689,076 | $17.5M |
| Sowell Financial Services LLC | 0.84% | Add +4.5% | 688,003 | $17.5M |
| Kestra Advisory Services, LLC | 0.10% | Add +0.5% | 683,499 | $17.4M |
| Chicago Partners Investment Group LLC | 0.66% | Reduce -0.7% | 670,585 | $17.2M |
| Glassy Mountain Advisors, Inc. | 5.92% | Reduce -0.6% | 628,480 | $16.0M |
| Cherrydale Wealth Management, LLC | 6.91% | Add +6.8% | 619,829 | $15.8M |
| Prosperity Planning, Inc. | 5.41% | Reduce -1.7% | 619,602 | $15.8M |
| Cahill Financial Advisors Inc. | 2.09% | Add +3.3% | 601,612 | $15.3M |
| Conrad Siegel Investment Advisors, Inc. | 4.38% | Add +5.3% | 593,517 | $15.1M |
| HTG Investment Advisors, Inc. | 8.09% | Add +0.4% | 590,382 | $15.0M |
| Grand Wealth Management, LLC | 8.67% | Reduce -9.4% | 574,263 | $14.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.35% | Add +3.5% | 555,454 | $14.1M |
| Elser Financial Planning, Inc | 2.34% | — | 550,849 | $14.0M |
| Grunden Financial Advisory, Inc. | 7.23% | Reduce -0.8% | 544,480 | $13.8M |
| IFG Advisory, LLC | 0.88% | Add +1.7% | 540,530 | $13.7M |
| Modera Wealth Management, LLC | 0.19% | Reduce -3.2% | 516,094 | $13.1M |
| Claris Advisors, LLC / Mo / | 6.66% | Reduce -3.0% | 508,711 | $12.9M |
| Brighton Jones LLC | 0.41% | Add +11.9% | 488,779 | $12.4M |
| Aerodigm Wealth, LLC | 5.66% | Add +99.5% | 483,500 | $12.3M |
| Ruedi Wealth Management, Inc. | 4.69% | Add +1.2% | 468,484 | $11.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -34.5% | 456,307 | $11.6M |
| Legacy Financial Group, Inc. | 4.39% | Add +5.4% | 455,929 | $11.6M |
| North Ridge Wealth Advisors, Inc. | 8.80% | Add +1.9% | 455,892 | $11.6M |
| Lauterbach Financial Advisors, LLC | 7.61% | Reduce -0.7% | 462,576 | $11.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.0% | 438,594 | $11.1M |
| ARK & TLK Investments, LLC | 4.01% | Reduce -0.7% | 422,186 | $10.7M |
| American Investment Services, Inc. | 1.82% | Reduce -1.1% | 403,924 | $10.3M |
| Creative Planning | 0.01% | Add +35.1% | 402,776 | $10.2M |
| Robertson Stephens Wealth Management, LLC | 0.54% | Reduce -12.5% | 402,336 | $10.2M |
| Silver Oak Advisory Group, Inc. | 5.57% | Add +6.1% | 394,671 | $10.0M |
"% 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.