Dimensional World Ex US CoreDFAXETF

13F holders, Q2 2025 (June 30)
599holders +41
59new positions
20sold out
3famous investors
$29.38avg. 13F price*

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

0200400600800 Q1 2024: 448Q1 2024Q2 2024: 470Q2 2024Q3 2024: 483Q3 2024Q4 2024: 537Q4 2024Q1 2025: 558Q1 2025Q2 2025: 599Q2 2025Q3 2025: 604Q3 2025Q4 2025: 674Q4 2025Q1 2026: 700Q1 2026Q2 2026: 714Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions59$124.4M
Exits20$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.

Show all 599 holders