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 |
| ERn Financial, LLC | 1.57% | Add +2.5% | 382,507 | $10.3M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -0.9% | 381,702 | $10.3M |
| Financial Connections Group, Inc. | 5.04% | Reduce -2.1% | 379,701 | $10.3M |
| Truepoint, Inc. | 0.28% | Add +1.1% | 379,455 | $10.2M |
| Strategic Investment Solutions, Inc. | 3.04% | Add +2.1% | 375,202 | $10.1M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -1.4% | 362,298 | $9.8M |
| Pure Financial Advisors, LLC | 0.23% | Reduce -3.8% | 361,567 | $9.8M |
| Andrews, Lucia Wealth Management LLC | 6.79% | Add +0.3% | 377,080 | $9.6M |
| Truist Financial Corp. | 0.01% | Add +1.9% | 349,014 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +12.0% | 348,970 | $9.4M |
| Old Mission Capital LLC | 0.20% | New | 342,071 | $9.2M |
| SJS Investment Consulting Inc. | 1.59% | Reduce -0.6% | 333,054 | $9.0M |
| Hemington Wealth Management | 2.40% | Reduce -1.0% | 346,291 | $8.9M |
| Moisand Fitzgerald Tamayo, LLC | 1.20% | Reduce -0.8% | 322,781 | $8.7M |
| Cambridge Financial Group, LLC | 3.62% | Reduce -2.1% | 321,655 | $8.7M |
| Cetera Investment Advisers | 0.02% | Reduce -6.8% | 321,196 | $8.7M |
| Mariner, LLC | 0.02% | Add +0.1% | 321,057 | $8.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -31.2% | 314,029 | $8.5M |
| First National Bank Sioux Falls | 3.84% | No change | 312,596 | $8.4M |
| Porter White Investment Advisors, Inc. | 4.11% | Reduce -0.8% | 303,568 | $8.2M |
| Eldridge Investment Advisors, Inc. | 1.91% | Add +0.8% | 301,308 | $8.1M |
| Willow Creek Wealth Management Inc. | 0.85% | Add +0.8% | 298,668 | $8.1M |
| Captrust Financial Advisors | 0.02% | Reduce -0.6% | 291,314 | $7.9M |
| Hurlow Wealth Management Group, Inc. | 2.42% | Add +0.2% | 286,971 | $7.8M |
| Sax Wealth Advisors, LLC | 0.69% | Add +2.4% | 285,324 | $7.7M |
| Live Oak Private Wealth LLC | 1.22% | Add +1.5% | 278,526 | $7.5M |
| Warwick Investment Management, Inc. | 1.78% | Add +0.1% | 277,517 | $7.5M |
| PBMares Wealth Management LLC | 1.55% | Reduce -3.2% | 275,287 | $7.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.92% | No change | 272,707 | $7.4M |
| von Borstel & Associates, Inc. | 4.02% | — | 262,930 | $7.1M |
| MilWealth Group LLC | 2.08% | Add +0.1% | 262,131 | $7.1M |
| Hassell Wealth Management, LLC | 2.87% | Reduce -0.8% | 265,737 | $6.8M |
| FMB Wealth Management | 3.86% | Add +9.3% | 253,138 | $6.8M |
| Phillips Financial Management, LLC | 0.53% | Reduce -1.7% | 252,880 | $6.8M |
| Betterment LLC | 0.02% | Add +3.9% | 249,160 | $6.7M |
| Peirce Capital Management, LLC | 3.37% | Reduce -1.7% | 248,663 | $6.7M |
| Magnolia Capital Advisors LLC | 3.27% | Reduce -11.9% | 242,407 | $6.5M |
| Aerodigm Wealth, LLC | 4.12% | Reduce -50.0% | 241,488 | $6.5M |
| Mather Group, Llc. | 0.08% | Reduce -14.7% | 222,947 | $6.0M |
| Bayshore Asset Management, LLC | 2.69% | Reduce -6.4% | 222,342 | $6.0M |
| DiNuzzo Private Wealth, Inc. | 0.72% | Reduce -1.3% | 215,080 | $5.8M |
| Wealthspire Advisors, LLC | 0.06% | New | 212,518 | $5.7M |
| Park Avenue Securities LLC | 0.06% | Reduce -7.7% | 212,176 | $5.7M |
| Tranquilli Financial Advisor LLC | 3.59% | Reduce -0.5% | 211,869 | $5.7M |
| RBF Capital, LLC | 0.29% | No change | 211,400 | $5.7M |
| Cwm, LLC | 0.02% | Add +42.2% | 210,586 | $5.7M |
| SC&H Financial Advisors, Inc. | 1.24% | Add +2.6% | 210,262 | $5.7M |
| Integrated Advisors Network LLC | 0.26% | Add +3.8% | 203,834 | $5.5M |
| Awm Capital, LLC | 0.65% | Add +0.9% | 200,475 | $5.4M |
| RS Crum Inc. | 1.14% | Add +0.5% | 180,339 | $4.9M |
| Investment Advisory Group, LLC | 1.67% | Reduce -3.5% | 178,132 | $4.8M |
| Evernest Financial Advisors, LLC | 1.29% | Add +4.3% | 176,933 | $4.8M |
| Gould Asset Management LLC | 1.01% | Add +7.8% | 173,901 | $4.7M |
| RAM Investment Partners, LLC | 1.18% | Reduce -0.8% | 168,325 | $4.5M |
| Tillman Hartley LLC | 1.30% | No change | 162,854 | $4.4M |
| CGN Advisors LLC | 0.44% | Add +2.5% | 162,375 | $4.4M |
| Canopy Partners, LLC | 1.88% | Add +4.7% | 161,406 | $4.4M |
| Heritage Wealth Management, Inc./Texas | 2.44% | Reduce -6.3% | 155,810 | $4.2M |
| Summit Wealth Group, LLC | 1.14% | Reduce -0.1% | 146,141 | $3.9M |
| GEM Asset Management, LLC | 2.26% | Add +3.6% | 146,495 | $3.9M |
| Dopkins Wealth Management, LLC | 3.17% | Reduce -37.5% | 145,543 | $3.9M |
| Earned Wealth Advisors, LLC | 1.15% | Add +0.0% | 140,617 | $3.8M |
| Concord Wealth Partners | 0.63% | Add +0.2% | 139,347 | $3.8M |
| Cyndeo Wealth Partners, LLC | 0.26% | Add +63.6% | 137,474 | $3.7M |
| Ballentine Partners, LLC | 0.06% | No change | 126,663 | $3.4M |
| Treynor Bancshares, Inc. | 3.39% | Add +64.6% | 122,366 | $3.3M |
| Herold Advisors, Inc. | 0.72% | Add +0.4% | 122,241 | $3.3M |
| MML Investors Services, LLC | 0.01% | Reduce -52.2% | 122,039 | $3.3M |
| Visionary Wealth Advisors | 0.20% | Add +1.0% | 120,345 | $3.3M |
| Elios Financial Group Inc. | 1.49% | — | 119,434 | $3.2M |
| Harbor Group, Inc. | 0.74% | Add +0.5% | 118,671 | $3.2M |
| Versant Capital Management, Inc | 0.73% | Add +0.1% | 118,081 | $3.2M |
| Gradient Capital Advisors, LLC | 1.03% | Add +3.9% | 114,905 | $3.1M |
| Keb Asset Management, LLC | 0.92% | Reduce -0.0% | 112,806 | $3.0M |
| Kraft Asset Management, LLC | 2.37% | Add +0.7% | 112,268 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 111,213 | $3.0M |
| Rockwood Wealth Management, LLC | 0.32% | Reduce 0.0% | 108,917 | $2.9M |
| Wealth Architects, LLC | 0.33% | Add +5.0% | 108,564 | $2.9M |
| WPWealth LLP | 0.60% | Add +0.3% | 107,632 | $2.9M |
| Exencial Wealth Advisors, LLC | 0.10% | Add +3.8% | 105,896 | $2.9M |
| Western Wealth Management, LLC | 0.16% | Add +3.3% | 104,120 | $2.8M |
| Morgan Stanley | 0.00% | Reduce -0.9% | 102,490 | $2.8M |
| Global Retirement Partners, LLC | 0.08% | Add +4.0% | 99,597 | $2.7M |
| USAdvisors Wealth Management, LLC | 0.94% | Reduce -3.9% | 98,682 | $2.7M |
| Northwest Wealth Management, LLC | 0.62% | Reduce -3.8% | 98,871 | $2.7M |
| Rehmann Capital Advisory Group | 0.17% | Reduce -3.5% | 97,448 | $2.6M |
| Cherry Tree Wealth Management, LLC | 0.62% | Add +2.1% | 96,601 | $2.6M |
| Raymond James & Associates | 0.00% | Add +25.7% | 93,204 | $2.5M |
| RW Investment Management LLC | 0.31% | Reduce -0.6% | 91,513 | $2.5M |
| Physician Wealth Solutions Inc. | 1.22% | Add +128.7% | 94,533 | $2.5M |
| Merriman Wealth Management, LLC | 0.10% | Reduce -7.7% | 90,303 | $2.4M |
| Cerity Partners LLC | 0.01% | Add +0.3% | 87,813 | $2.4M |
| Squire Investment Management Company, LLC | 1.08% | Add +0.2% | 84,049 | $2.3M |
| Avantax Planning Partners, Inc. | 0.08% | Reduce -5.4% | 82,569 | $2.2M |
| Retirement Solution LLC | 0.54% | Add +7.4% | 82,554 | $2.2M |
| C M Bidwell & Associates Ltd. | 1.36% | Add +0.7% | 82,257 | $2.2M |
| Firethorn Wealth Partners, LLC | 1.11% | Reduce -11.7% | 81,303 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.9% | 81,198 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.14% | Add +9.0% | 80,171 | $2.2M |
| Physician Wealth Advisors, Inc. | 0.38% | Reduce -14.2% | 79,618 | $2.1M |
| LifePro Asset Management | 1.25% | Reduce -17.1% | 75,640 | $2.0M |
| Rather & Kittrell, Inc. | 0.49% | Add +1.5% | 74,715 | $2.0M |
| MAI Capital Management | 0.02% | No change | 73,807 | $2.0M |
| AE Wealth Management LLC | 0.02% | Reduce -5.3% | 72,985 | $2.0M |
| Regions Financial Corp. | 0.01% | Reduce -0.3% | 69,971 | $1.9M |
| Alpha Financial Advisors, LLC | 0.82% | Reduce -0.4% | 69,035 | $1.9M |
| Aquire Wealth Advisors, LLC | 0.58% | Add +0.6% | 68,768 | $1.9M |
| Morris Financial Concepts, Inc. | 0.79% | No change | 68,039 | $1.8M |
| Melfa Wealth Management, Inc. | 1.21% | Reduce -5.8% | 67,918 | $1.8M |
| Waypoint Wealth Partners Inc. | 0.49% | No change | 67,899 | $1.8M |
| Lam Group, Inc. | 1.28% | No change | 67,158 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +5.2% | 66,043 | $1.8M |
| Applied Capital LLC | 0.90% | Reduce -7.2% | 64,667 | $1.7M |
| Cypress Point Wealth Management, LLC | 0.69% | Add +14.9% | 64,622 | $1.7M |
| CVA Family Office, LLC | 0.28% | Reduce -2.5% | 63,009 | $1.7M |
| Corus Family Wealth Advisors | 1.21% | Add +1.9% | 62,959 | $1.7M |
| Rappaport Reiches Capital Management, LLC | 0.45% | Reduce -4.9% | 62,411 | $1.7M |
| Lansing Street Advisors | 0.61% | Add +0.7% | 61,858 | $1.7M |
| Liberty Capital Management, Inc. | 0.36% | No change | 60,457 | $1.6M |
| Red Lighthouse Investment Management, LLC | 0.64% | Reduce -4.3% | 60,318 | $1.6M |
| Quad-Cities Investment Group, LLC | 0.80% | Reduce -2.7% | 58,947 | $1.6M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -0.6% | 58,917 | $1.6M |
| Hutchinson Capital Management | 0.29% | Add +14.5% | 57,178 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +5.2% | 56,121 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +5.2% | 56,121 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.10% | New | 52,340 | $1.4M |
| Merit Financial Group, LLC | 0.03% | Add +7.9% | 51,598 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -0.5% | 50,806 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -9.1% | 50,673 | $1.4M |
| Kathleen S. Wright Associates Inc. | 0.56% | Add +21.3% | 50,720 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -1.3% | 50,221 | $1.4M |
| Investmark Advisory Group LLC | 0.65% | Add +0.3% | 49,886 | $1.3M |
| Security Financial Services, INC. | 0.27% | No change | 49,803 | $1.3M |
| Townsquare Capital LLC | 0.02% | Add +37.0% | 49,076 | $1.3M |
| Unconventional Investor, LLC | 0.82% | No change | 48,888 | $1.3M |
| Heritage Wealth Management, Inc. | 1.19% | Reduce -7.7% | 48,760 | $1.3M |
| Elevate Wealth Advisory, Inc. | 0.97% | Reduce -1.1% | 48,497 | $1.3M |
| Vannoy Advisory Group, Inc. | 0.94% | Add +1.8% | 48,005 | $1.3M |
| Cannon Financial Strategists, Inc. | 0.22% | New | 47,087 | $1.3M |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.9% | 46,445 | $1.3M |
| Life Planning Partners, Inc | 1.12% | Reduce -0.6% | 46,301 | $1.3M |
| Krilogy Financial LLC | 0.09% | Reduce -8.5% | 45,978 | $1.2M |
| Clarity Capital Advisors, LLC | 0.86% | Reduce -0.5% | 44,301 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +27.8% | 44,085 | $1.2M |
| VERITY Wealth Advisors | 0.83% | No change | 43,719 | $1.2M |
| Rf&l Wealth Management, LLC | 0.83% | Reduce -0.7% | 43,203 | $1.2M |
| Lynx Investment Advisory | 0.84% | Add +0.0% | 43,100 | $1.2M |
| Spinnaker Investment Group, LLC | 0.28% | Reduce -0.3% | 42,156 | $1.1M |
| TruNorth Capital Management, LLC | 0.33% | No change | 41,764 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +24.4% | 41,215 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -2.6% | 40,340 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.43% | Add +0.8% | 40,354 | $1.1M |
| Valley Forge Investment Consultants Inc. Adv | 0.38% | No change | 40,106 | $1.1M |
| Fiduciary Financial Group, LLC | 0.25% | Add +4.4% | 40,145 | $1.1M |
| Red Wave Investments LLC | 0.37% | Reduce -7.8% | 39,574 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -14.2% | 38,889 | $1.1M |
| KM Capital Management Ltd. | 0.56% | Add +0.7% | 38,768 | $1.0M |
| Wealthstream Advisors, Inc. | 0.19% | No change | 38,663 | $1.0M |
| Safeguard Investment Advisory Group, LLC | 0.30% | Add +0.1% | 38,361 | $1.0M |
| Diversified Trust Co. | 0.03% | No change | 38,077 | $1.0M |
| Capital Planning LLC | 0.29% | Add +7.1% | 37,964 | $1.0M |
| AQR Capital Management | 0.00% | Add +133.6% | 37,169 | $1.0M |
| Advisors Capital Management, LLC | 0.02% | Reduce -0.3% | 36,986 | $999K |
| IFG Advisors, LLC | 0.21% | Reduce -0.1% | 36,892 | $996K |
| Glass Jacobson Investment Advisors llc | 0.33% | Add +0.6% | 36,839 | $995K |
| waypoint wealth counsel | 0.67% | Add +2.0% | 36,391 | $983K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -0.2% | 37,662 | $983K |
| Vanguard Group Inc. | 0.00% | Add +1.4% | 36,335 | $981K |
| CreativeOne Wealth, LLC | 0.03% | New | 36,138 | $976K |
| Westmount Partners, LLC | 0.29% | No change | 36,105 | $975K |
| Intelligent Financial Strategies | 0.53% | Reduce -1.1% | 35,705 | $964K |
| Sage Rhino Capital LLC | 0.21% | Add +1.6% | 35,437 | $957K |
| Zhang Financial LLC | 0.06% | Add +1.4% | 35,422 | $957K |
| Leading Edge Financial Planning LLC | 0.32% | Reduce -18.1% | 35,156 | $950K |
| Stratos Wealth Advisors, LLC | 0.04% | No change | 33,476 | $904K |
| Financial Counselors Inc. | 0.01% | No change | 33,104 | $894K |
| Francis Financial, Inc. | 0.23% | No change | 32,725 | $884K |
| Tortoise Investment Management, LLC | 0.09% | No change | 32,708 | $883K |
| Lantern Wealth Advisors, LLC | 0.61% | Add +0.8% | 122,621 | $881K |
| Brown Advisory Inc. | 0.00% | Add +0.4% | 32,525 | $879K |
| Midwest Heritage Bank, FSB | 0.41% | Reduce -20.9% | 32,141 | $868K |
| Tanglewood Legacy Advisors, LLC | 0.38% | No change | 31,835 | $860K |
| Colonial Trust Co / SC | 0.13% | Add +87.8% | 31,561 | $852K |
| Clark Asset Management, LLC | 0.18% | No change | 31,535 | $852K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.1% | 31,275 | $845K |
| CFS Investment Advisory Services, LLC | 0.07% | No change | 31,221 | $843K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | Reduce -47.1% | 30,853 | $833K |
| Five Oceans Advisors | 0.40% | Add +1.7% | 30,622 | $827K |
| M&T Bank Corp | 0.00% | Add +20.1% | 29,950 | $809K |
| Natixis Advisors, LLC | 0.00% | Add +1.9% | 29,010 | $784K |
| Diversify Wealth Management, LLC | 0.08% | Reduce -2.5% | 30,061 | $782K |
| McCarthy Asset Management, Inc. | 0.48% | Reduce -8.0% | 28,519 | $770K |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 28,269 | $764K |
| Falcon Wealth Planning | 0.09% | Add +50.3% | 28,090 | $759K |
| Signet Financial Management, LLC | 0.09% | Add +0.6% | 27,349 | $739K |
| Total Clarity Wealth Management, Inc. | 0.23% | Add +6.6% | 26,981 | $729K |
| Partners in Financial Planning | 0.15% | Reduce -5.0% | 26,898 | $727K |
| Market Street Wealth Management Advisors LLC | 0.12% | Add +0.1% | 26,712 | $721K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +35.0% | 26,316 | $711K |
| Quadrant Private Wealth Management, LLC | 0.18% | No change | 26,178 | $707K |
| Brewster Financial Planning LLC | 0.55% | No change | 26,051 | $704K |
| FMR LLC | 0.00% | Add +162.5% | 25,111 | $678K |
| Evercore Wealth Management, LLC | 0.01% | No change | 25,000 | $675K |
| TFB Advisors LLC | 0.19% | Reduce -1.2% | 23,368 | $631K |
| Waterfront Wealth Inc. | 0.15% | No change | 24,158 | $630K |
| M Holdings Securities, Inc. | 0.16% | No change | 23,250 | $628K |
| LJI Wealth Management, LLC | 0.13% | Add +0.6% | 23,248 | $628K |
| Ancora Advisors LLC | 0.01% | Reduce -30.3% | 23,238 | $628K |
| KOM Wealth Management Group, LLC | 0.51% | Reduce -16.1% | 22,862 | $618K |
| Independent Wealth Network Inc. | 0.27% | No change | 22,701 | $613K |
| Good Life Advisors, LLC | 0.04% | New | 22,615 | $611K |
| Rise Advisors, LLC | 0.29% | Add +0.7% | 22,354 | $604K |
| Elser Financial Planning, Inc | 0.87% | Reduce -96.0% | 22,303 | $602K |
| Hill Investment Group Partners, LLC | 0.08% | No change | 23,613 | $601K |
| Freedom Investment Management, Inc. | 0.05% | Add +0.9% | 22,248 | $601K |
| Investment Planning Advisors, Inc. | 0.31% | No change | 23,563 | $599K |
| Inscription Capital, LLC | 0.09% | New | 22,136 | $598K |
| Advisory Services & Investments, LLC | 0.40% | Reduce -4.8% | 21,897 | $591K |
| Boyce & Associates Wealth Consulting, Inc. | 0.60% | Add +12.3% | 21,545 | $582K |
| Shakespeare Wealth Management, LLC | 0.15% | Add +4.8% | 20,753 | $561K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.6% | 20,182 | $545K |
| Quantinno Capital Management LP | 0.01% | Reduce -1.8% | 20,138 | $544K |
| RVW Wealth, LLC | 0.05% | Add +0.0% | 20,067 | $542K |
| DecisionPoint Financial, LLC | 0.17% | Reduce -8.9% | 19,995 | $540K |
| Websterrogers Financial Advisors, LLC | 0.19% | Reduce -4.6% | 19,638 | $530K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.84% | No change | 19,590 | $529K |
| Parkside Financial Bank & Trust | 0.07% | No change | 19,558 | $528K |
| Financial Alternatives, Inc | 0.37% | Add +4.3% | 19,447 | $525K |
| JB Capital LLC | 0.03% | Reduce -4.2% | 18,702 | $505K |
| NBT Bank, N.A. | 0.03% | Reduce -16.9% | 18,432 | $498K |
| Two West Capital Advisors LLC | 0.40% | Reduce -3.3% | 18,411 | $497K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.4% | 18,133 | $490K |
| Sterneck Capital Management, LLC | 0.26% | No change | 18,056 | $488K |
| Sprinkle Financial Consultants LLC | 0.34% | Add +3.9% | 17,825 | $481K |
| Private Trust Co. NA | 0.05% | No change | 17,693 | $478K |
| Probity Advisors, Inc. | 0.09% | New | 17,231 | $465K |
| Blue Trust, Inc. | 0.01% | Reduce -31.3% | 18,122 | $461K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.4% | 16,883 | $456K |
| Signaturefd, LLC | 0.01% | Add +0.4% | 16,839 | $455K |
| Stewardship Advisors, LLC | 0.13% | New | 16,646 | $450K |
| Verus Financial Partners, Inc. | 0.05% | Add +0.1% | 16,664 | $450K |
| Facet Wealth, Inc. | 0.01% | Reduce -25.7% | 17,113 | $442K |
| First Manhattan Co. Llc. | 0.00% | New | 15,952 | $431K |
| Ascent Group, LLC | 0.03% | Reduce -4.1% | 15,917 | $430K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.9% | 15,455 | $417K |
| Edge Capital Group, LLC | 0.02% | No change | 15,247 | $412K |
| Jones Financial Companies LLLP | 0.00% | Add +2040.2% | 15,067 | $409K |
| Syverson Strege & Co | 0.13% | Reduce -0.0% | 14,882 | $402K |
| First Pacific Financial | 0.09% | Add +0.7% | 14,756 | $399K |
| Avantax Advisory Services, Inc. | 0.00% | Add +34.5% | 14,707 | $397K |
| UNIVEST FINANCIAL Corp | 0.03% | New | 14,516 | $392K |
| Shotwell Rutter Baer Inc | 0.32% | Reduce -4.7% | 14,409 | $389K |
| Annandale Capital, LLC | 0.08% | Add +44.4% | 14,254 | $385K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.4% | 14,223 | $384K |
| Renasant Bank | 0.25% | No change | 14,155 | $382K |
| RB Capital Management, LLC | 0.09% | Reduce -5.0% | 14,082 | $380K |
| Signature Resources Capital Management, LLC | 0.34% | No change | 13,925 | $376K |
| Clearstead Advisors, LLC | 0.01% | No change | 13,923 | $376K |
| Colton Groome Financial Advisors, LLC | 0.14% | No change | 13,727 | $371K |
| Retirement Income Solutions, Inc. | 0.08% | No change | 13,691 | $370K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.7% | 13,568 | $366K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,525 | $365K |
| Certified Advisory Corp | 0.04% | Add +0.7% | 13,484 | $364K |
| Florida Trust Wealth Management Co | 0.01% | No change | 13,483 | $364K |
| Bank of New York Mellon Corp | 0.00% | Reduce -40.4% | 13,258 | $358K |
| Aptus Capital Advisors, LLC | 0.01% | New | 12,695 | $343K |
| Gemmer Asset Management LLC | 0.03% | Reduce -0.3% | 12,581 | $340K |
| Motco | 0.03% | No change | 12,372 | $334K |
| Sage Mountain Advisors LLC | 0.03% | No change | 12,189 | $329K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 12,130 | $328K |
| PFG Advisors | 0.02% | Reduce -0.8% | 12,105 | $327K |
| Total Wealth Planning, LLC | 0.05% | Reduce -0.0% | 11,982 | $324K |
| American Financial Advisors, LLC | 0.04% | No change | 11,928 | $322K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.7% | 11,819 | $319K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.12% | Reduce -30.6% | 12,287 | $318K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Add +0.3% | 11,745 | $317K |
| Threadgill Financial, LLC | 0.19% | No change | 11,718 | $317K |
| Obermeyer Wealth Partners | 0.02% | New | 11,676 | $315K |
| Nicolet Advisory Services, LLC | 0.03% | No change | 11,734 | $314K |
| Retirement Planning Group, LLC | 0.02% | New | 11,612 | $314K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.1% | 11,601 | $313K |
| 25 LLC | 0.13% | No change | 11,205 | $303K |
| Canandaigua National Trust Co of Florida | 0.26% | — | 11,062 | $299K |
| Better Money Decisions, LLC | 0.21% | Add +0.6% | 11,022 | $298K |
| Caprock Group, LLC | 0.01% | Reduce -4.3% | 10,437 | $282K |
| Clayton Financial Group LLC | 0.11% | No change | 10,420 | $281K |
| Sage Financial Group Inc. | 0.02% | Reduce -12.8% | 10,263 | $277K |
| Simplicity Wealth,LLC | 0.03% | Reduce -85.6% | 9,995 | $270K |
| HUB Investment Partners, LLC | 0.01% | Add +0.3% | 9,841 | $266K |
| Sheets Smith Wealth Management | 0.03% | No change | 9,717 | $262K |
| Kovack Advisors, Inc. | 0.03% | No change | 9,520 | $257K |
| Copperleaf Capital, LLC | 0.20% | Add +0.7% | 9,484 | $256K |
| Montis Financial, LLC | 0.09% | Reduce -50.8% | 9,347 | $252K |
| American Capital Advisory, LLC | 0.15% | Add +74.4% | 9,320 | $252K |
| Headinvest, LLC | 0.05% | No change | 9,256 | $250K |
| IFP Advisors, Inc | 0.01% | Add +81.2% | 9,184 | $248K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 9,168 | $248K |
| MB Generational Wealth, LLC | 0.17% | No change | 8,950 | $242K |
| Essential Planning, LLC. | 0.10% | Add +0.0% | 8,944 | $242K |
| Baird Financial Group, Inc. | 0.00% | No change | 8,928 | $241K |
| Sigma Planning Corp | 0.01% | New | 8,906 | $241K |
| Northeast Financial Group, Inc. | 0.09% | Reduce -10.7% | 8,891 | $240K |
| Orin Green Financial, LLC | 0.10% | New | 8,786 | $237K |
| Wescott Financial Advisory Group, LLC | 0.03% | Reduce -28.2% | 8,783 | $237K |
| Brookstone Capital Management | 0.00% | Add +8.9% | 8,638 | $233K |
| Waverly Advisors, LLC | 0.00% | Add +0.7% | 8,588 | $232K |
| Tru Independence Asset Management 2, LLC | 0.20% | — | 8,584 | $232K |
| MJP Associates Inc. | 0.04% | Add +0.4% | 8,471 | $229K |
| Advisor OS, LLC | 0.02% | Add +0.4% | 8,471 | $229K |
| Annapolis Financial Services, LLC | 0.07% | No change | 8,435 | $228K |
| World Investment Advisors | 0.01% | Add +0.7% | 8,426 | $228K |
| Marcum Wealth, LLC | 0.02% | Add +0.2% | 8,388 | $227K |
| BWM Planning, LLC | 0.10% | — | 8,279 | $224K |
| Chico Wealth RIA | 0.19% | New | 8,259 | $223K |
| Single Point Partners, LLC | 0.35% | No change | 8,192 | $221K |
| Abacus Wealth Partners, LLC | 0.03% | Reduce -18.7% | 8,156 | $220K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 8,003 | $216K |
| Oakwell Private Wealth Management, LLC | 0.06% | No change | 7,981 | $216K |
| Heritage Wealth Management, Inc. | 0.07% | No change | 7,837 | $212K |
| Perennial Investment Advisors, LLC | 0.03% | New | 7,833 | $212K |
| TNF LLC | 0.08% | Add +0.7% | 8,109 | $212K |
| Beacon Financial Advisory LLC | 0.07% | New | 7,754 | $209K |
| Modern Wealth Management, LLC | 0.01% | Reduce -17.3% | 7,746 | $209K |
| Affinity Capital Advisors, LLC | 0.04% | New | 7,742 | $209K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.6% | 7,708 | $208K |
| Spire Wealth Management | 0.01% | No change | 7,701 | $208K |
| Samalin Investment Counsel, LLC | 0.09% | New | 7,640 | $206K |
| Atlas Wealth LLC | 0.13% | New | 7,619 | $206K |
| FSA Advisors, Inc. | 0.20% | New | 7,771 | $204K |
| Bokf, NA | 0.00% | No change | 6,991 | $187K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -10.1% | 6,596 | $178K |
| US Bancorp \de | 0.00% | No change | 6,403 | $173K |
| Cassady Schiller Wealth Management, LLC | 0.06% | No change | 6,246 | $169K |
| True Wealth Design, LLC | 0.06% | No change | 6,024 | $163K |
| Sanctuary Wealth Management, L.L.C. | 0.11% | No change | 5,773 | $156K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 5,436 | $145K |
| First Horizon Advisors, Inc. | 0.00% | New | 5,274 | $142K |
| Farther Finance Advisors, LLC | 0.01% | Add +6.3% | 5,112 | $138K |
| City State Bank | 0.05% | No change | 5,000 | $135K |
| Investors Research Corp | 0.03% | No change | 4,911 | $133K |
| Cedar Wealth Management, LLC | 0.04% | No change | 4,709 | $127K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -4.5% | 4,421 | $119K |
| Colonial Trust Advisors | 0.01% | New | 4,271 | $115K |
| Coston, McIsaac & Partners | 0.03% | Reduce -9.0% | 4,138 | $111K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 3,931 | $106K |
| Harbour Investments, Inc. | 0.00% | Add +13.3% | 3,694 | $100K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,437 | $93K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,207 | $87K |
| Qube Research & Technologies Ltd | 0.00% | Add +18785.7% | 2,644 | $71K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -35.7% | 2,595 | $70K |
| Heritage Wealth Advisors | 0.00% | No change | 2,517 | $68K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 2,475 | $67K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -25.3% | 2,376 | $64K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | Reduce -28.8% | 2,385 | $64K |
| Parallel Advisors, LLC | 0.00% | No change | 2,299 | $62K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.7% | 2,275 | $61K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,232 | $60K |
| AlphaMark Advisors, LLC | 0.02% | No change | 2,092 | $57K |
| McIlrath & Eck, LLC | 0.01% | Add +0.7% | 2,030 | $55K |
| EnRich Financial Partners LLC | 0.02% | No change | 1,854 | $50K |
| Voisard Asset Management Group, Inc. | 0.02% | New | 1,819 | $49K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,712 | $46K |
| Avior Wealth Management, LLC | 0.00% | Reduce -1.0% | 1,662 | $45K |
| Private Capital Management LLC | 0.01% | No change | 1,535 | $41K |
| Redmont Wealth Advisors LLC | 0.06% | Add +31.3% | 1,427 | $39K |
| Key Financial Inc | 0.01% | No change | 1,225 | $33K |
| Fifth Third Bancorp | 0.00% | Add +1579.2% | 1,209 | $33K |
| Private Wealth Management Group, LLC | 0.01% | No change | 1,174 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,156 | $31K |
| Continuum Advisory, LLC | 0.00% | No change | 1,102 | $28K |
| Thompson Investment Management, Inc. | 0.00% | No change | 557 | $15K |
| Oakworth Capital, Inc. | 0.00% | Add +26.1% | 474 | $13K |
| ORG Partners LLC | 0.00% | New | 459 | $12K |
| Bank of Montreal | 0.00% | Reduce -100.0% | 421 | $11K |
| Smartleaf Asset Management LLC | 0.00% | No change | 383 | $10K |
| CoreFirst Bank & Trust | 0.01% | New | 330 | $9K |
| Bare Financial Services, Inc | 0.00% | No change | 317 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 291 | $8K |
| Belpointe Asset Management LLC | 0.00% | Add +0.4% | 262 | $7K |
| WR Wealth Planners, LLC | 0.00% | No change | 174 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 159 | $4K |
| JNBA Financial Advisors | 0.00% | No change | 152 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -99.1% | 34 | $921 |
"% 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.