Dimensional World Ex US CoreDFAXETF
13F holders, Q4 2024 (December 31)537holders +54
23new positions
30sold out
2famous investors
$24.88avg. 13F price*
At the end of Q4 2024, 537 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 54 from Q3 2024. 23 opened new positions and 30 sold out. The largest holders were Focus Partners Wealth ($272.7M), Envestnet Asset Management Inc. ($207.3M) and LPL Financial LLC ($188.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $24.7M |
| Exits | 30 | $27.5M |
All 13F filers, Q3 2024 → Q4 2024: 13,693,855 shares bought and 7,872,068 shares sold, net +5,821,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 537 holders
| Focus Partners Wealth | 0.71% | Reduce -1.3% | 10,968,283 | $272.7M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -8.3% | 8,337,961 | $207.3M |
| LPL Financial LLC | 0.08% | Add +1.1% | 7,575,686 | $188.3M |
| Geometric Wealth Advisors | 34.19% | Add +5.1% | 7,562,856 | $188.0M |
| Commonwealth Equity Services, LLC | 0.22% | Add +5.7% | 6,026,546 | $149.8M |
| Monograph Wealth Advisors, LLC | 18.02% | Reduce -2.7% | 5,483,158 | $136.3M |
| Glenmede Trust Co. NA | 0.65% | Reduce -1.2% | 5,093,682 | $126.6M |
| Allworth Financial LP | 0.66% | Add +3.5% | 4,744,466 | $120.4M |
| Great Waters Wealth Management | 14.69% | Add +18.2% | 4,606,324 | $114.5M |
| Plancorp, LLC | 4.23% | Reduce -0.5% | 4,139,497 | $102.9M |
| Focus Partners Advisor Solutions, LLC | 1.61% | Add +32.2% | 3,840,874 | $95.5M |
| RFG Advisory, LLC | 2.69% | Add +7.1% | 3,828,009 | $95.2M |
| Comerica Bank | 0.38% | Reduce -6.7% | 3,818,106 | $94.9M |
| JFS Wealth Advisors, LLC | 6.45% | Add +0.4% | 3,795,593 | $94.4M |
| Assetmark, Inc. | 0.25% | Add +1.8% | 3,718,191 | $92.4M |
| Triune Financial Partners, LLC | 28.89% | Add +5.4% | 3,691,185 | $91.8M |
| Alerus Financial NA | 6.75% | Reduce -1.1% | 3,548,083 | $88.2M |
| Pathstone Holdings, LLC | 0.35% | Reduce -2.9% | 3,165,863 | $78.7M |
| Planning Center, Inc. | 9.19% | Add +1.3% | 2,914,747 | $72.5M |
| Royal Bank of Canada | 0.02% | Add +156.4% | 2,906,218 | $72.2M |
| GeoWealth Management, LLC | 2.24% | Add +82.2% | 2,751,747 | $68.4M |
| UBS Group AG | 0.02% | Reduce -39.4% | 2,747,347 | $68.3M |
| D.A. Davidson & Co. | 0.54% | Add +2.5% | 2,665,320 | $66.3M |
| Evanson Asset Management, LLC | 4.49% | Add +0.5% | 2,638,492 | $65.6M |
| Cobblestone Capital Advisors LLC | 3.36% | Add +0.5% | 2,479,098 | $61.6M |
| Asset Dedication, LLC | 4.74% | Reduce -3.9% | 2,424,853 | $60.3M |
| Core Wealth Management, Inc. | 22.25% | Add +1.2% | 2,290,539 | $56.9M |
| Capstone Financial Advisors, Inc. | 3.41% | Reduce -0.7% | 2,217,826 | $55.1M |
| New Capital Management LP | 15.92% | Reduce -0.2% | 2,190,118 | $54.4M |
| Tumwater Wealth Management, LLC | 28.02% | — | 2,149,170 | $53.4M |
| Morton Capital Management LLC | 9.56% | Reduce -2.1% | 2,038,129 | $50.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.10% | Add +0.5% | 2,030,631 | $50.5M |
| Greenspring Advisors, LLC | 10.75% | Reduce -1.1% | 1,982,489 | $49.3M |
| Factory Mutual Insurance Co. | 0.52% | No change | 1,937,480 | $48.2M |
| Financial Engines Advisors L.L.C. | 0.10% | Add +41.9% | 1,859,290 | $46.2M |
| Creative Capital Management Investments LLC | 19.07% | Add +4.4% | 1,834,219 | $45.6M |
| BetterWealth, LLC | 12.02% | Add +90.4% | 1,754,718 | $43.6M |
| Glassman Wealth Services | 7.16% | Add +7.2% | 1,710,948 | $42.5M |
| Baker Boyer National Bank | 14.37% | Add +0.3% | 1,672,978 | $41.6M |
| Jackson Thornton Wealth Management, LLC | 5.14% | Reduce -1.5% | 1,634,972 | $40.6M |
| Trellis Wealth Advisors LLC | 19.38% | Add +1.9% | 1,549,975 | $38.5M |
| Altiora Financial Group, LLC | 8.23% | Reduce -0.1% | 1,521,559 | $37.8M |
| Raymond James Financial Inc. | 0.01% | — | 1,495,523 | $37.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.71% | Reduce -3.4% | 1,479,291 | $36.8M |
| ShankerValleau Wealth Advisors, Inc. | 11.64% | Add +5.7% | 1,457,863 | $36.2M |
| Bank of America Corp. | 0.00% | Reduce -8.7% | 1,432,749 | $35.6M |
| Confluence Wealth Services, Inc. | 2.27% | Add +12.2% | 1,365,020 | $34.8M |
| Forum Financial Management, LP | 0.54% | Reduce -0.5% | 1,319,106 | $32.8M |
| Financial Symmetry Inc | 22.05% | Reduce -7.1% | 1,308,728 | $32.5M |
| Cardiff Park Advisors, LLC | 3.09% | Add +0.9% | 1,301,606 | $32.4M |
| Private Advisor Group, LLC | 0.18% | Add +4.4% | 1,296,357 | $32.2M |
| Master's Wealth Management Inc. | 16.75% | — | 1,261,871 | $31.4M |
| BlueSky Wealth Advisors, LLC | 4.88% | Add +1.9% | 1,254,599 | $31.2M |
| Cardinal Point Capital Management ULC | 4.86% | Add +8.9% | 1,232,560 | $30.6M |
| N.E.W. Advisory Services LLC | 2.84% | Add +30.1% | 1,203,751 | $29.9M |
| Vance Wealth, LLC | 10.69% | Add +1.2% | 1,113,860 | $27.7M |
| Onyx Financial Advisors, LLC | 14.77% | Add +3.8% | 1,083,039 | $26.9M |
| Babb Wealth Advisors LLC | 21.44% | — | 1,070,385 | $26.6M |
| Warburton Capital Management, LLC | 19.65% | — | 1,052,845 | $26.2M |
| Strathmore Capital Advisors, Inc. | 18.75% | — | 1,036,515 | $25.8M |
| Meridian Wealth Partners, LLC | 3.78% | Reduce -0.3% | 1,002,222 | $24.9M |
| LRI Investments, LLC | 2.35% | Reduce -0.3% | 993,253 | $24.7M |
| TCI Wealth Advisors, Inc. | 1.99% | Add +5.1% | 955,886 | $23.8M |
| HighTower Advisors, LLC | 0.03% | Add +0.1% | 954,457 | $23.7M |
| OneDigital Investment Advisors LLC | 0.26% | Reduce -1.8% | 908,539 | $22.6M |
| Apella Capital, LLC | 0.83% | Reduce -2.9% | 872,892 | $21.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +5.9% | 867,159 | $21.6M |
| Sensible Money, LLC | 9.45% | Reduce -1.6% | 866,633 | $21.5M |
| Shearwater Capital LLC | 13.58% | Add +2.0% | 805,036 | $20.0M |
| Accredited Investor Services, LLC | 15.84% | — | 796,149 | $19.8M |
| Symmetry Partners, LLC | 2.75% | Add +68.1% | 777,950 | $19.3M |
| Corient Private Wealth LP | 0.03% | Reduce -0.5% | 755,910 | $18.8M |
| Claris Advisors, LLC / Mo / | 7.02% | Add +35.0% | 750,702 | $18.7M |
| Destiny Wealth Partners, LLC | 2.99% | Add +3.1% | 736,804 | $18.3M |
| Aspiriant, LLC | 0.66% | No change | 735,212 | $18.3M |
| Chicago Partners Investment Group LLC | 0.60% | Add +6.0% | 727,955 | $18.1M |
| MilWealth Group LLC | 4.79% | Add +169.3% | 705,994 | $17.6M |
| Conrad Siegel Investment Advisors, Inc. | 4.59% | Add +9.7% | 685,597 | $17.0M |
| Glassy Mountain Advisors, Inc. | 5.79% | Add +3.5% | 680,404 | $16.9M |
| Savant Capital, LLC | 0.13% | Reduce -1.2% | 679,361 | $16.9M |
| David Wealth Management LLC | 13.91% | — | 677,356 | $16.8M |
| Kestra Advisory Services, LLC | 0.09% | Add +8.2% | 674,478 | $16.8M |
| Cahill Financial Advisors Inc. | 2.20% | Add +0.2% | 653,059 | $16.2M |
| Vested Financial Planning, LLC | 14.98% | — | 636,212 | $15.8M |
| Sequoia Financial Advisors, LLC | 0.15% | Add +4.3% | 632,893 | $15.7M |
| Wolfstich Capital, LLC | 13.80% | — | 625,980 | $15.6M |
| EP Wealth Advisors, LLC | 0.13% | Add +71.6% | 621,555 | $15.5M |
| HTG Investment Advisors, Inc. | 7.03% | Add +2.4% | 618,217 | $15.4M |
| Momentous Wealth Management, Inc. | 12.62% | — | 612,299 | $15.2M |
| Essential Planning, LLC. | 0.10% | Add +6400.4% | 581,400 | $15.1M |
| Prosperity Planning, Inc. | 6.85% | Reduce -0.5% | 604,898 | $15.0M |
| IFG Advisory, LLC | 0.82% | Add +4.3% | 579,819 | $14.4M |
| Legacy Financial Group, Inc. | 4.58% | Add +8.7% | 572,542 | $14.2M |
| Brighton Jones LLC | 0.41% | Add +8.8% | 568,757 | $14.1M |
| Cherrydale Wealth Management, LLC | 5.45% | Reduce -9.0% | 566,567 | $14.1M |
| Elser Financial Planning, Inc | 0.83% | Add +2407.1% | 559,163 | $13.9M |
| Grunden Financial Advisory, Inc. | 6.66% | Reduce -0.1% | 554,755 | $13.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -54.0% | 539,593 | $13.4M |
| Grand Wealth Management, LLC | 7.42% | Reduce -6.6% | 535,336 | $13.3M |
| Tassel Capital Management, Inc. | 11.56% | — | 524,125 | $13.0M |
"% 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.