Dimensional World Ex US CoreDFAXETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 599 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 41 from Q1 2025. 59 opened new positions and 20 sold out. The largest holders were Focus Partners Wealth ($302.7M), LPL Financial LLC ($235.7M) and Envestnet Asset Management Inc. ($223.7M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $124.4M |
| Exits | 20 | $15.0M |
All 13F filers, Q1 2025 → Q2 2025: 13,201,819 shares bought and 12,035,081 shares sold, net +1,166,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 599 holders
| Focus Partners Wealth | 0.66% | Reduce -3.6% | 10,306,430 | $302.7M |
| LPL Financial LLC | 0.08% | Add +2.4% | 8,024,667 | $235.7M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.1% | 7,615,838 | $223.7M |
| Geometric Wealth Advisors | 30.69% | Reduce -11.8% | 6,995,733 | $205.5M |
| Allworth Financial LP | 0.89% | Add +21.4% | 6,280,884 | $184.5M |
| Monograph Wealth Advisors, LLC | 20.82% | Add +3.8% | 5,749,117 | $168.9M |
| Glenmede Investment Management, LP | 0.76% | — | 5,135,326 | $150.8M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -2.9% | 4,933,976 | $144.9M |
| Great Waters Wealth Management | 16.60% | Reduce -0.3% | 4,344,383 | $127.6M |
| Plancorp, LLC | 4.16% | Reduce -0.8% | 4,087,877 | $120.1M |
| Royal Bank of Canada | 0.02% | Add +18.0% | 4,058,842 | $119.2M |
| JFS Wealth Advisors, LLC | 7.09% | Reduce -0.7% | 3,792,745 | $111.4M |
| Focus Partners Advisor Solutions, LLC | 1.44% | Reduce -7.7% | 3,679,168 | $108.1M |
| Triune Financial Partners, LLC | 29.35% | Reduce -1.9% | 3,631,152 | $106.6M |
| Alerus Financial NA | 7.48% | Add +0.1% | 3,538,198 | $103.9M |
| Comerica Bank | 0.39% | Reduce -2.4% | 3,459,555 | $101.6M |
| Pathstone Holdings, LLC | 0.35% | Reduce -5.6% | 3,001,123 | $88.1M |
| Jane Street Group, LLC | 0.14% | Add +645.5% | 2,917,896 | $85.7M |
| Assetmark, Inc. | 0.20% | Reduce -22.1% | 2,876,712 | $84.5M |
| Factory Mutual Insurance Co. | 0.92% | No change | 2,860,480 | $84.0M |
| Planning Center, Inc. | 9.26% | Reduce -2.3% | 2,850,542 | $83.7M |
| D.A. Davidson & Co. | 0.57% | Reduce -0.0% | 2,766,429 | $81.3M |
| Cobblestone Capital Advisors LLC | 4.14% | Add +0.1% | 2,752,510 | $80.8M |
| UBS Group AG | 0.02% | Reduce -1.6% | 2,594,530 | $76.2M |
| GeoWealth Management, LLC | 2.81% | Reduce -8.3% | 2,447,433 | $71.9M |
| Core Wealth Management, Inc. | 24.85% | Add +3.0% | 2,399,324 | $70.5M |
| Evanson Asset Management, LLC | 4.35% | Add +0.0% | 2,385,071 | $70.0M |
| New Capital Management LP | 19.11% | Add +3.5% | 2,331,006 | $68.5M |
| Tumwater Wealth Management, LLC | 30.44% | Add +2.1% | 2,230,808 | $65.5M |
| Morton Capital Management LLC | 11.39% | Add +3.3% | 2,187,499 | $64.2M |
| Asset Dedication, LLC | 4.52% | Reduce -2.6% | 2,118,305 | $62.2M |
| Capstone Financial Advisors, Inc. | 3.56% | Reduce -3.8% | 2,086,502 | $61.3M |
| Susquehanna International Group, LLP | 0.09% | New | 2,040,938 | $59.9M |
| Creative Capital Management Investments LLC | 20.58% | Add +0.1% | 1,960,626 | $57.6M |
| Glassman Wealth Services | 8.39% | Add +4.3% | 1,865,729 | $54.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.56% | Reduce -5.2% | 1,855,300 | $54.5M |
| BetterWealth, LLC | 13.77% | Add +2.0% | 1,830,211 | $53.8M |
| Cardinal Point Capital Management ULC | 3.95% | Add +33.0% | 1,699,457 | $49.9M |
| Baker Boyer National Bank | 17.10% | Reduce -0.1% | 1,688,504 | $49.6M |
| Trellis Wealth Advisors LLC | 21.19% | Add +6.5% | 1,657,619 | $48.7M |
| Confluence Wealth Services, Inc. | 2.64% | Add +5.3% | 1,647,049 | $48.4M |
| HFM Investment Advisors, LLC | 20.40% | Reduce -5.9% | 1,580,414 | $46.4M |
| Bank of America Corp. | 0.00% | Add +4.5% | 1,575,318 | $46.3M |
| Jackson Thornton Wealth Management, LLC | 5.11% | Reduce -1.4% | 1,513,637 | $44.6M |
| RFG Advisory, LLC | 1.02% | Reduce -74.3% | 1,477,428 | $43.4M |
| Altiora Financial Group, LLC | 8.40% | Reduce -1.2% | 1,464,348 | $43.0M |
| Financial Symmetry Inc | 21.82% | Add +3.5% | 1,438,802 | $42.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.8% | 1,426,569 | $41.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.67% | Reduce -4.8% | 1,362,512 | $40.0M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -27.0% | 1,338,253 | $39.3M |
| BlueSky Wealth Advisors, LLC | 5.67% | Add +1.2% | 1,328,699 | $39.0M |
| Cardiff Park Advisors, LLC | 3.37% | Add +1.0% | 1,327,506 | $39.0M |
| Master's Wealth Management Inc. | 18.18% | Add +2.5% | 1,326,523 | $39.0M |
| ShankerValleau Wealth Advisors, Inc. | 11.10% | Reduce -8.0% | 1,324,591 | $38.9M |
| LRI Investments, LLC | 3.13% | Add +13.8% | 1,252,551 | $36.8M |
| N.E.W. Advisory Services LLC | 3.54% | Reduce -6.3% | 1,240,838 | $36.4M |
| Strathmore Capital Advisors, Inc. | 15.76% | — | 1,204,254 | $35.7M |
| Apella Capital, LLC | 0.93% | Add +10.8% | 1,174,996 | $34.4M |
| Forum Financial Management, LP | 0.52% | Reduce -3.6% | 1,163,780 | $34.2M |
| Private Advisor Group, LLC | 0.18% | Reduce -11.4% | 1,155,152 | $33.9M |
| Onyx Financial Advisors, LLC | 16.03% | Add +0.4% | 1,150,877 | $33.8M |
| Warburton Capital Management, LLC | 19.66% | Add +0.5% | 1,115,577 | $33.2M |
| Vance Wealth, LLC | 10.97% | Add +1.2% | 1,107,703 | $32.5M |
| Babb Wealth Advisors LLC | 23.78% | Reduce -0.4% | 1,096,575 | $32.2M |
| Exchange Traded Concepts, LLC | 0.40% | New | 1,069,626 | $31.4M |
| Meridian Wealth Partners, LLC | 4.05% | Add +0.2% | 950,768 | $27.9M |
| TCI Wealth Advisors, Inc. | 1.89% | Reduce -5.0% | 937,839 | $27.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.2% | 933,080 | $27.4M |
| OneDigital Investment Advisors LLC | 0.28% | Reduce -2.0% | 873,997 | $25.7M |
| Shearwater Capital LLC | 15.58% | Add +4.0% | 843,365 | $24.8M |
| Accredited Investor Services, LLC | 18.50% | Add +0.4% | 833,432 | $24.5M |
| Sensible Money, LLC | 9.18% | Reduce -1.3% | 824,655 | $24.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.0% | 803,499 | $23.8M |
| Cahill Financial Advisors Inc. | 2.84% | Add +9.2% | 778,779 | $22.9M |
| Destiny Wealth Partners, LLC | 2.98% | Add +89.4% | 755,020 | $22.2M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -1.0% | 751,383 | $22.1M |
| Momentous Wealth Management, Inc. | 14.21% | Add +3.4% | 748,690 | $22.0M |
| Aspiriant, LLC | 0.70% | No change | 745,315 | $21.9M |
| Conrad Siegel Investment Advisors, Inc. | 4.80% | Add +2.1% | 727,846 | $21.4M |
| Glassy Mountain Advisors, Inc. | 6.75% | Add +2.1% | 713,701 | $21.0M |
| David Wealth Management LLC | 15.57% | Add +4.1% | 712,319 | $20.9M |
| Symmetry Partners, LLC | 2.55% | Reduce -7.0% | 705,703 | $20.7M |
| MilWealth Group LLC | 5.31% | Reduce -1.2% | 701,452 | $20.6M |
| Chicago Partners Investment Group LLC | 0.58% | Reduce -5.0% | 669,643 | $20.3M |
| Kestra Advisory Services, LLC | 0.10% | Add +10.6% | 680,341 | $20.0M |
| Savant Capital, LLC | 0.14% | Reduce -1.0% | 676,178 | $19.9M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -1.1% | 629,629 | $18.5M |
| Legacy Financial Group, Inc. | 5.41% | Add +2.1% | 623,712 | $18.3M |
| Cetera Investment Advisers | 0.03% | Add +34.9% | 622,109 | $18.3M |
| Brighton Jones LLC | 0.49% | Add +5.1% | 621,073 | $18.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +17.9% | 620,649 | $18.2M |
| Cherrydale Wealth Management, LLC | 6.34% | Add +6.7% | 620,140 | $18.2M |
| IFG Advisory, LLC | 0.92% | Add +5.2% | 620,028 | $18.2M |
| Corient Private Wealth LP | 0.02% | Reduce -18.7% | 607,398 | $17.8M |
| HTG Investment Advisors, Inc. | 6.62% | Reduce -3.1% | 605,851 | $17.8M |
| Prosperity Planning, Inc. | 6.67% | Reduce -5.5% | 562,068 | $16.5M |
| Vested Financial Planning, LLC | 14.27% | Reduce -5.8% | 546,110 | $16.0M |
| Osaic Holdings, Inc. | 0.03% | Add +38.9% | 555,439 | $15.8M |
| Grunden Financial Advisory, Inc. | 6.74% | Reduce -2.0% | 519,382 | $15.3M |
| Conquis Financial LLC | 14.72% | Add +18.8% | 516,211 | $15.2M |
"% 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.