Dimensional World Ex US CoreDFAXETF
13F holders, Q1 2025 (March 31)558holders +21
50new positions
24sold out
2famous investors
$26.21avg. 13F price*
At the end of Q1 2025, 558 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 21 from Q4 2024. 50 opened new positions and 24 sold out. The largest holders were Focus Partners Wealth ($280.0M), Geometric Wealth Advisors ($207.8M) and LPL Financial LLC ($205.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $33.3M |
| Exits | 24 | $18.4M |
All 13F filers, Q4 2024 → Q1 2025: 10,807,265 shares bought and 7,731,497 shares sold, net +3,075,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 558 holders
| Focus Partners Wealth | 0.70% | Reduce -2.5% | 10,688,333 | $280.0M |
| Geometric Wealth Advisors | 35.51% | Add +4.9% | 7,930,849 | $207.8M |
| LPL Financial LLC | 0.08% | Add +3.5% | 7,838,369 | $205.4M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -7.6% | 7,701,257 | $201.8M |
| RFG Advisory, LLC | 4.07% | Add +50.1% | 5,744,314 | $150.5M |
| Monograph Wealth Advisors, LLC | 19.78% | Add +1.1% | 5,541,283 | $145.2M |
| Allworth Financial LP | 0.78% | Add +9.1% | 5,176,023 | $138.1M |
| Glenmede Trust Co. NA | 0.72% | Add +0.5% | 5,117,849 | $134.1M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -15.7% | 5,083,408 | $133.2M |
| Great Waters Wealth Management | 15.83% | Reduce -5.4% | 4,355,586 | $114.1M |
| Plancorp, LLC | 4.28% | Reduce -0.5% | 4,120,996 | $108.0M |
| Focus Partners Advisor Solutions, LLC | 1.59% | Add +3.8% | 3,987,815 | $104.5M |
| JFS Wealth Advisors, LLC | 6.77% | Add +0.6% | 3,817,600 | $100.0M |
| Triune Financial Partners, LLC | 30.78% | Add +0.2% | 3,699,437 | $96.9M |
| Assetmark, Inc. | 0.27% | Reduce -0.7% | 3,694,150 | $96.8M |
| Comerica Bank | 0.39% | Reduce -7.2% | 3,544,326 | $92.9M |
| Alerus Financial NA | 7.42% | Reduce -0.4% | 3,535,218 | $92.6M |
| Royal Bank of Canada | 0.02% | Add +18.3% | 3,439,056 | $90.1M |
| Pathstone Holdings, LLC | 0.36% | Add +0.4% | 3,179,123 | $83.3M |
| Planning Center, Inc. | 9.04% | Add +0.1% | 2,916,306 | $76.4M |
| Factory Mutual Insurance Co. | 0.87% | Add +47.6% | 2,860,480 | $74.9M |
| D.A. Davidson & Co. | 0.58% | Add +3.8% | 2,766,610 | $72.5M |
| Cobblestone Capital Advisors LLC | 3.95% | Add +10.9% | 2,749,541 | $72.0M |
| GeoWealth Management, LLC | 2.81% | Reduce -3.0% | 2,668,377 | $69.9M |
| UBS Group AG | 0.02% | Reduce -4.0% | 2,637,844 | $69.1M |
| Evanson Asset Management, LLC | 4.43% | Reduce -9.6% | 2,384,699 | $62.5M |
| Core Wealth Management, Inc. | 23.43% | Add +1.7% | 2,330,280 | $61.1M |
| New Capital Management LP | 16.94% | Add +2.9% | 2,253,096 | $59.0M |
| Tumwater Wealth Management, LLC | 29.87% | Add +1.7% | 2,185,457 | $57.3M |
| Asset Dedication, LLC | 4.62% | Reduce -10.3% | 2,174,573 | $57.0M |
| Capstone Financial Advisors, Inc. | 3.57% | Reduce -2.2% | 2,168,282 | $56.8M |
| Morton Capital Management LLC | 10.71% | Add +3.9% | 2,116,786 | $55.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.07% | Reduce -3.6% | 1,957,773 | $51.5M |
| Creative Capital Management Investments LLC | 19.82% | Add +6.8% | 1,959,697 | $51.3M |
| Financial Engines Advisors L.L.C. | 0.10% | Reduce -1.4% | 1,832,416 | $48.0M |
| BetterWealth, LLC | 13.20% | Add +2.3% | 1,794,893 | $47.0M |
| Glassman Wealth Services | 7.84% | Add +4.5% | 1,788,635 | $46.9M |
| Greenspring Advisors, LLC | 10.98% | Reduce -10.9% | 1,766,764 | $46.3M |
| Baker Boyer National Bank | 16.33% | Add +1.0% | 1,689,779 | $44.3M |
| HFM Investment Advisors, LLC | 21.34% | — | 1,679,564 | $44.0M |
| Confluence Wealth Services, Inc. | 2.60% | Add +14.6% | 1,563,959 | $41.2M |
| Trellis Wealth Advisors LLC | 19.78% | Add +0.4% | 1,555,655 | $40.8M |
| Jackson Thornton Wealth Management, LLC | 5.28% | Reduce -6.1% | 1,535,422 | $39.8M |
| Bank of America Corp. | 0.00% | Add +5.2% | 1,507,375 | $39.5M |
| Altiora Financial Group, LLC | 8.25% | Reduce -2.6% | 1,481,629 | $38.8M |
| ShankerValleau Wealth Advisors, Inc. | 12.25% | Reduce -1.3% | 1,439,354 | $37.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.9% | 1,437,851 | $37.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.70% | Reduce -3.3% | 1,430,766 | $37.5M |
| Financial Symmetry Inc | 22.37% | Add +6.2% | 1,390,134 | $36.4M |
| N.E.W. Advisory Services LLC | 2.66% | Add +10.1% | 1,325,007 | $34.7M |
| Cardiff Park Advisors, LLC | 3.33% | Add +1.0% | 1,314,393 | $34.4M |
| BlueSky Wealth Advisors, LLC | 5.33% | Add +4.6% | 1,312,871 | $34.4M |
| Private Advisor Group, LLC | 0.21% | Add +0.6% | 1,304,586 | $34.2M |
| Master's Wealth Management Inc. | 17.80% | Add +2.6% | 1,294,142 | $33.9M |
| Cardinal Point Capital Management ULC | 3.08% | Add +3.7% | 1,278,063 | $33.5M |
| Forum Financial Management, LP | 0.52% | Reduce -8.5% | 1,207,418 | $31.6M |
| Onyx Financial Advisors, LLC | 15.89% | Add +5.8% | 1,146,440 | $30.0M |
| Warburton Capital Management, LLC | 21.05% | Add +5.4% | 1,109,670 | $29.1M |
| Babb Wealth Advisors LLC | 23.12% | Add +2.9% | 1,101,163 | $28.9M |
| LRI Investments, LLC | 2.79% | Add +10.8% | 1,100,527 | $28.8M |
| Vance Wealth, LLC | 10.78% | Reduce -1.7% | 1,094,442 | $28.7M |
| Apella Capital, LLC | 0.91% | Add +21.5% | 1,060,948 | $26.5M |
| TCI Wealth Advisors, Inc. | 2.07% | Add +3.2% | 986,778 | $25.9M |
| HighTower Advisors, LLC | 0.03% | Add +1.0% | 963,930 | $25.3M |
| Meridian Wealth Partners, LLC | 3.97% | Reduce -5.3% | 948,582 | $24.9M |
| OneDigital Investment Advisors LLC | 0.28% | Reduce -1.9% | 891,552 | $23.4M |
| Sensible Money, LLC | 9.38% | Reduce -3.6% | 835,632 | $21.9M |
| Accredited Investor Services, LLC | 18.17% | Add +4.3% | 830,205 | $21.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.5% | 819,862 | $21.5M |
| Shearwater Capital LLC | 14.92% | Add +0.7% | 810,617 | $21.2M |
| Mercer Global Advisors Inc. | 0.05% | Add +40.7% | 758,998 | $19.9M |
| Symmetry Partners, LLC | 2.76% | Reduce -2.5% | 758,727 | $19.9M |
| Corient Private Wealth LP | 0.03% | Reduce -1.1% | 747,207 | $19.6M |
| Aspiriant, LLC | 0.68% | Add +1.4% | 745,315 | $19.5M |
| Chicago Partners Investment Group LLC | 0.64% | Reduce -3.2% | 704,793 | $19.3M |
| Momentous Wealth Management, Inc. | 13.42% | Add +18.2% | 723,859 | $19.0M |
| Cahill Financial Advisors Inc. | 2.54% | Add +9.2% | 713,213 | $18.7M |
| Conrad Siegel Investment Advisors, Inc. | 4.79% | Add +4.0% | 712,934 | $18.7M |
| MilWealth Group LLC | 5.12% | Add +0.5% | 709,799 | $18.6M |
| Claris Advisors, LLC / Mo / | 6.92% | Reduce -5.6% | 708,901 | $18.6M |
| Glassy Mountain Advisors, Inc. | 6.48% | Add +2.7% | 698,668 | $18.3M |
| David Wealth Management LLC | 15.00% | Add +1.0% | 684,175 | $17.9M |
| Savant Capital, LLC | 0.15% | Add +0.5% | 682,842 | $17.9M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +0.6% | 636,692 | $16.7M |
| Wolfstich Capital, LLC | 14.82% | No change | 625,980 | $16.4M |
| HTG Investment Advisors, Inc. | 6.83% | Add +1.1% | 624,979 | $16.4M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -8.8% | 615,415 | $16.1M |
| Legacy Financial Group, Inc. | 5.14% | Add +6.7% | 610,981 | $16.0M |
| Prosperity Planning, Inc. | 7.02% | Reduce -1.7% | 594,643 | $15.6M |
| Brighton Jones LLC | 0.50% | Add +3.9% | 590,989 | $15.5M |
| IFG Advisory, LLC | 0.86% | Add +1.6% | 589,175 | $15.4M |
| Cherrydale Wealth Management, LLC | 6.02% | Add +2.6% | 581,256 | $15.2M |
| Vested Financial Planning, LLC | 15.18% | Reduce -8.9% | 579,625 | $15.2M |
| EP Wealth Advisors, LLC | 0.12% | Reduce -11.3% | 551,479 | $14.4M |
| Tassel Capital Management, Inc. | 12.62% | Add +5.1% | 550,993 | $14.4M |
| Grand Wealth Management, LLC | 7.70% | Reduce -0.1% | 534,684 | $14.0M |
| Grunden Financial Advisory, Inc. | 6.75% | Reduce -4.5% | 530,007 | $13.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +177.9% | 526,633 | $13.8M |
| von Borstel & Associates, Inc. | 4.00% | Add +33.4% | 510,919 | $13.4M |
| Modera Wealth Management, LLC | 0.18% | Reduce -1.4% | 506,948 | $13.3M |
"% 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.