Dimensional World Ex US CoreDFAXETF
13F holders, Q3 2024 (September 30)483holders +13
31new positions
18sold out
1famous investor
$26.96avg. 13F price*
At the end of Q3 2024, 483 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 13 from Q2 2024. 31 opened new positions and 18 sold out. The largest holders were Focus Partners Wealth ($300.2M), Envestnet Asset Management Inc. ($245.6M) and LPL Financial LLC ($202.4M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $377.5M |
| Exits | 18 | $4.4M |
All 13F filers, Q2 2024 → Q3 2024: 19,233,522 shares bought and 8,723,135 shares sold, net +10,510,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 483 holders
| Focus Partners Wealth | 0.96% | New | 11,114,024 | $300.2M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -6.5% | 9,094,456 | $245.6M |
| LPL Financial LLC | 0.09% | Add +1.6% | 7,492,040 | $202.4M |
| Geometric Wealth Advisors | 35.96% | Reduce -1.5% | 7,198,260 | $194.4M |
| Commonwealth Equity Services, LLC | 0.23% | Add +5.2% | 5,702,093 | $154.0M |
| Monograph Wealth Advisors, LLC | 19.80% | Add +2.2% | 5,633,179 | $152.2M |
| Glenmede Trust Co. NA | 0.67% | Reduce -0.4% | 5,157,093 | $139.3M |
| Allworth Financial LP | 0.75% | Add +24.7% | 4,585,250 | $123.8M |
| UBS Group AG | 0.03% | Add +4.6% | 4,530,767 | $122.4M |
| Plancorp, LLC | 4.59% | Reduce -0.5% | 4,160,423 | $112.4M |
| Comerica Bank | 0.44% | Reduce -4.0% | 4,091,211 | $110.5M |
| Great Waters Wealth Management | 14.19% | Add +14.9% | 3,895,601 | $105.2M |
| JFS Wealth Advisors, LLC | 6.84% | Reduce -0.1% | 3,781,925 | $102.1M |
| Assetmark, Inc. | 0.28% | Add +1.3% | 3,652,033 | $98.6M |
| Alerus Financial NA | 7.11% | Reduce -7.6% | 3,589,080 | $96.9M |
| RFG Advisory, LLC | 2.94% | Reduce -23.5% | 3,573,769 | $96.5M |
| Triune Financial Partners, LLC | 29.70% | Add +4.5% | 3,502,573 | $94.6M |
| Pathstone Holdings, LLC | 0.39% | Reduce -0.3% | 3,259,544 | $88.0M |
| Focus Partners Advisor Solutions, LLC | 1.65% | Reduce -2.8% | 2,905,980 | $78.5M |
| Planning Center, Inc. | 9.58% | Add +1.0% | 2,877,495 | $77.7M |
| Evanson Asset Management, LLC | 5.01% | Add +0.4% | 2,625,549 | $70.9M |
| D.A. Davidson & Co. | 0.58% | Add +2.3% | 2,599,009 | $70.2M |
| Asset Dedication, LLC | 4.60% | Reduce -1.5% | 2,524,409 | $68.2M |
| Cobblestone Capital Advisors LLC | 3.74% | Add +0.8% | 2,467,849 | $66.7M |
| Capstone Financial Advisors, Inc. | 3.71% | Reduce -22.3% | 2,234,354 | $60.3M |
| New Capital Management LP | 16.73% | Add +2.6% | 2,194,700 | $59.3M |
| Core Wealth Management, Inc. | 23.34% | No change | 2,262,878 | $57.5M |
| Morton Capital Management LLC | 11.07% | Reduce -2.1% | 2,082,486 | $56.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.64% | Add +1.2% | 2,020,879 | $54.6M |
| Greenspring Advisors, LLC | 11.82% | Reduce -0.6% | 2,005,214 | $54.2M |
| Factory Mutual Insurance Co. | 0.54% | New | 1,937,480 | $52.3M |
| Creative Capital Management Investments LLC | 19.84% | Add +15.0% | 1,757,474 | $47.5M |
| Baker Boyer National Bank | 15.11% | Add +0.0% | 1,667,305 | $45.0M |
| Jackson Thornton Wealth Management, LLC | 5.93% | Reduce -2.4% | 1,659,205 | $44.8M |
| Glassman Wealth Services | 7.35% | Add +3.1% | 1,595,865 | $43.1M |
| Bank of America Corp. | 0.00% | Reduce -16.0% | 1,568,936 | $42.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.95% | Reduce -1.0% | 1,531,459 | $41.4M |
| Altiora Financial Group, LLC | 9.09% | Add +1.6% | 1,522,651 | $41.1M |
| Trellis Wealth Advisors LLC | 20.56% | Add +3.6% | 1,520,407 | $41.1M |
| GeoWealth Management, LLC | 1.44% | Add +3.4% | 1,509,986 | $40.8M |
| Jane Street Group, LLC | 0.07% | Reduce -48.4% | 1,493,586 | $40.3M |
| Financial Symmetry Inc | 26.58% | Add +5.6% | 1,408,445 | $38.0M |
| ShankerValleau Wealth Advisors, Inc. | 12.69% | Add +0.4% | 1,378,964 | $37.2M |
| Forum Financial Management, LP | 0.60% | Add +2.0% | 1,326,223 | $35.8M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -0.8% | 1,311,972 | $35.4M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -1.2% | 1,310,147 | $35.4M |
| Cardiff Park Advisors, LLC | 3.15% | Add +3.3% | 1,289,402 | $34.8M |
| Private Advisor Group, LLC | 0.21% | Add +18.5% | 1,241,648 | $33.5M |
| BlueSky Wealth Advisors, LLC | 5.17% | Add +4.8% | 1,231,196 | $33.3M |
| Confluence Wealth Services, Inc. | 2.40% | Add +13.1% | 1,216,203 | $32.8M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -0.8% | 1,173,408 | $31.7M |
| Royal Bank of Canada | 0.01% | Reduce -0.5% | 1,133,285 | $30.6M |
| Cardinal Point Capital Management ULC | 5.10% | Add +3.4% | 1,132,103 | $30.6M |
| Vance Wealth, LLC | 11.25% | Add +2.7% | 1,100,506 | $29.7M |
| Onyx Financial Advisors, LLC | 15.47% | Add +3.6% | 1,043,490 | $28.2M |
| Meridian Wealth Partners, LLC | 4.22% | Reduce -1.0% | 1,005,201 | $27.2M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.3% | 953,812 | $25.8M |
| LRI Investments, LLC | 2.44% | Reduce -0.1% | 996,138 | $25.1M |
| N.E.W. Advisory Services LLC | 2.46% | Add +7.3% | 925,498 | $25.0M |
| OneDigital Investment Advisors LLC | 0.29% | Add +1.6% | 925,015 | $25.0M |
| BetterWealth, LLC | 7.36% | Add +0.5% | 921,792 | $24.9M |
| TCI Wealth Advisors, Inc. | 2.07% | Add +10.0% | 909,515 | $24.6M |
| Apella Capital, LLC | 1.00% | Reduce -1.9% | 898,708 | $24.3M |
| Sensible Money, LLC | 10.40% | Reduce -1.0% | 881,193 | $23.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -0.2% | 818,682 | $22.1M |
| Shearwater Capital LLC | 14.70% | Add +1.2% | 789,258 | $21.3M |
| Corient Private Wealth LP | 0.03% | Reduce -1.1% | 759,555 | $20.5M |
| Aspiriant, LLC | 0.75% | Add +161.7% | 735,212 | $19.9M |
| Destiny Wealth Partners, LLC | 3.39% | Add +0.6% | 714,761 | $19.3M |
| Sowell Financial Services LLC | 0.88% | Add +2.0% | 701,855 | $19.0M |
| Savant Capital, LLC | 0.15% | Reduce -0.2% | 687,915 | $18.6M |
| Chicago Partners Investment Group LLC | 0.64% | Add +2.4% | 686,819 | $17.9M |
| Glassy Mountain Advisors, Inc. | 6.23% | Add +4.6% | 657,238 | $17.8M |
| Cahill Financial Advisors Inc. | 2.41% | Add +8.4% | 651,987 | $17.6M |
| Conrad Siegel Investment Advisors, Inc. | 4.56% | Add +5.3% | 624,930 | $16.9M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -8.8% | 623,117 | $16.8M |
| Cherrydale Wealth Management, LLC | 6.87% | Add +0.4% | 622,491 | $16.8M |
| Prosperity Planning, Inc. | 7.30% | Reduce -1.9% | 607,884 | $16.4M |
| Sequoia Financial Advisors, LLC | 0.18% | Reduce -22.7% | 606,550 | $16.4M |
| HTG Investment Advisors, Inc. | 7.70% | Add +2.3% | 603,949 | $16.3M |
| Grand Wealth Management, LLC | 8.74% | Reduce -0.2% | 573,240 | $15.5M |
| Claris Advisors, LLC / Mo / | 6.51% | Add +9.3% | 556,139 | $15.0M |
| IFG Advisory, LLC | 0.96% | Add +2.8% | 555,727 | $15.0M |
| Grunden Financial Advisory, Inc. | 7.37% | Add +2.0% | 555,487 | $15.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.34% | Reduce -2.9% | 539,497 | $14.6M |
| Brighton Jones LLC | 0.53% | Add +7.0% | 522,885 | $14.1M |
| Modera Wealth Management, LLC | 0.17% | Reduce -1.9% | 506,569 | $13.7M |
| Legacy Financial Group, Inc. | 4.61% | Add +15.5% | 526,572 | $13.6M |
| Lauterbach Financial Advisors, LLC | 7.63% | Add +0.4% | 464,504 | $12.5M |
| North Ridge Wealth Advisors, Inc. | 8.51% | Add +1.6% | 463,288 | $12.5M |
| Symmetry Partners, LLC | 2.96% | Reduce -48.6% | 462,674 | $12.5M |
| Ruedi Wealth Management, Inc. | 4.25% | Reduce -2.2% | 457,975 | $12.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 449,719 | $12.1M |
| Creative Planning | 0.01% | Add +1.4% | 408,619 | $11.0M |
| ARK & TLK Investments, LLC | 3.85% | Reduce -5.0% | 401,188 | $10.8M |
| Robertson Stephens Wealth Management, LLC | 0.40% | Reduce -1.0% | 398,293 | $10.8M |
| Silver Oak Advisory Group, Inc. | 5.48% | Add +0.2% | 395,316 | $10.7M |
| American Investment Services, Inc. | 1.77% | Reduce -2.8% | 392,543 | $10.6M |
| Equitable Holdings, Inc. | 0.10% | Add +11.4% | 390,828 | $10.6M |
| Trust Co of the South | 2.20% | Reduce -1.1% | 385,460 | $10.4M |
"% 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.