Dimensional World Ex US CoreDFAXETF

13F holders, Q3 2025 (September 30)
604holders +5
32new positions
22sold out
2famous investors
$31.38avg. 13F price*

At the end of Q3 2025, 604 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 5 from Q2 2025. 32 opened new positions and 22 sold out. The largest holders were Focus Partners Wealth ($344.4M), Alerus Financial NA ($263.0M) and LPL Financial LLC ($253.8M). 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions32$39.2M
Exits22$19.1M

All 13F filers, Q2 2025 → Q3 2025: 13,863,410 shares bought and 11,908,034 shares sold, net +1,955,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 604 holders

Focus Partners Wealth 0.56% Add +6.5% 10,975,329 $344.4M
Alerus Financial NA 13.38% Add +136.9% 8,380,637 $263.0M
LPL Financial LLC 0.07% Add +0.8% 8,087,211 $253.8M
Geometric Wealth Advisors 30.48% Add +4.2% 7,291,015 $228.8M
Allworth Financial LP 0.95% Add +9.3% 6,861,971 $215.3M
Envestnet Asset Management Inc. 0.06% Reduce -12.5% 6,666,431 $209.2M
Monograph Wealth Advisors, LLC 18.95% Add +3.8% 5,969,193 $187.3M
Glenmede Investment Management, LP 0.78% Add +0.0% 5,135,490 $161.2M
Commonwealth Equity Services, LLC 0.20% Reduce -2.4% 4,817,439 $151.2M
Factory Mutual Insurance Co. 1.47% Add +68.0% 4,806,630 $150.8M
Great Waters Wealth Management 16.82% Add +4.4% 4,536,974 $142.4M
Plancorp, LLC 3.99% Reduce -0.9% 4,052,050 $127.2M
Royal Bank of Canada 0.02% Reduce -5.7% 3,827,152 $120.1M
JFS Wealth Advisors, LLC 6.92% Reduce -0.6% 3,770,416 $118.3M
Triune Financial Partners, LLC 29.10% Add +1.4% 3,680,826 $115.5M
Comerica Bank 0.40% Reduce -1.1% 3,421,443 $107.4M
Focus Partners Advisor Solutions, LLC 1.09% Reduce -17.2% 3,046,252 $95.8M
Assetmark, Inc. 0.20% Add +1.0% 2,905,314 $91.2M
Planning Center, Inc. 9.24% Reduce -1.6% 2,806,089 $88.1M
D.A. Davidson & Co. 0.56% Add +1.1% 2,797,757 $87.8M
Pathstone Holdings, LLC 0.34% Reduce -6.9% 2,793,813 $87.7M
Cobblestone Capital Advisors LLC 4.16% Add +0.4% 2,762,854 $86.7M
Core Wealth Management, Inc. 24.44% Add +0.8% 2,418,949 $75.9M
GeoWealth Management, LLC 2.74% Reduce -2.4% 2,389,931 $75.0M
Evanson Asset Management, LLC 4.16% Reduce -1.5% 2,350,070 $73.7M
New Capital Management LP 19.21% Add +0.3% 2,336,795 $73.3M
Morton Capital Management LLC 11.38% Add +1.1% 2,210,604 $69.4M
Tumwater Wealth Management, LLC 30.27% Reduce -2.7% 2,171,396 $68.1M
UBS Group AG 0.01% Reduce -16.7% 2,160,852 $67.8M
Creative Capital Management Investments LLC 21.12% Add +7.4% 2,105,402 $66.1M
Capstone Financial Advisors, Inc. 3.56% Add +0.3% 2,092,625 $65.7M
Asset Dedication, LLC 4.30% Reduce -3.7% 2,039,661 $64.0M
Greenspring Advisors, LLC 11.19% — 2,016,614 $63.3M
Glassman Wealth Services 8.40% Add +2.1% 1,905,325 $59.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.35% Reduce -0.8% 1,839,453 $57.7M
BetterWealth, LLC 13.46% Reduce -1.6% 1,801,189 $56.5M
Cardinal Point Capital Management ULC 3.91% Add +5.3% 1,790,092 $55.8M
Bank of America Corp. 0.00% Add +9.5% 1,725,295 $54.1M
Confluence Wealth Services, Inc. 2.62% Add +3.0% 1,695,811 $53.2M
Baker Boyer National Bank 17.60% Reduce -0.0% 1,688,017 $53.0M
Trellis Wealth Advisors LLC 20.98% Reduce -0.9% 1,642,803 $51.6M
Raymond James Financial Inc. 0.02% Add +12.3% 1,601,462 $50.3M
HFM Investment Advisors, LLC 20.03% Reduce -0.4% 1,573,404 $49.4M
Financial Symmetry Inc 21.45% Add +6.0% 1,524,667 $47.8M
Jackson Thornton Wealth Management, LLC 4.72% Reduce -3.0% 1,467,909 $46.5M
Altiora Financial Group, LLC 8.30% Reduce -1.3% 1,445,271 $45.4M
LRI Investments, LLC 3.54% Add +10.1% 1,379,082 $43.3M
Financial Engines Advisors L.L.C. 0.08% Add +2.9% 1,376,907 $43.2M
ShankerValleau Wealth Advisors, Inc. 10.68% Add +0.1% 1,326,522 $41.6M
Master's Wealth Management Inc. 18.04% Reduce -0.1% 1,324,538 $41.6M
BlueSky Wealth Advisors, LLC 5.54% Reduce -1.4% 1,309,798 $41.1M
N.E.W. Advisory Services LLC 3.62% Add +4.2% 1,292,543 $40.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.64% Reduce -5.8% 1,283,535 $40.3M
Strathmore Capital Advisors, Inc. 15.99% Add +3.2% 1,243,062 $39.0M
Johnson Wealth Management, LLC 21.42% — 1,238,868 $38.9M
Cardiff Park Advisors, LLC 2.95% Reduce -7.7% 1,225,412 $38.5M
Apella Capital, LLC 0.81% Reduce -1.5% 1,157,500 $36.5M
Private Advisor Group, LLC 0.18% Add +0.4% 1,159,314 $36.4M
Onyx Financial Advisors, LLC 15.93% Reduce -0.3% 1,147,400 $36.0M
Babb Wealth Advisors LLC 23.20% Add +3.7% 1,136,880 $35.7M
Forum Financial Management, LP 0.48% Reduce -3.9% 1,118,790 $35.1M
Vance Wealth, LLC 10.69% Add +0.0% 1,107,791 $34.8M
Warburton Capital Management, LLC 19.65% Reduce -7.2% 1,034,934 $32.7M
RFG Advisory, LLC 0.67% Reduce -29.8% 1,036,612 $32.5M
HighTower Advisors, LLC 0.04% Add +7.3% 1,001,267 $31.4M
Meridian Wealth Partners, LLC 4.08% Reduce -0.5% 945,802 $29.7M
TCI Wealth Advisors, Inc. 1.69% Reduce -3.5% 905,189 $28.4M
OneDigital Investment Advisors LLC 0.28% Reduce -0.8% 867,408 $27.2M
Shearwater Capital LLC 15.82% Add +0.7% 849,436 $26.7M
Cahill Financial Advisors Inc. 3.03% Add +9.1% 849,312 $26.7M
Accredited Investor Services, LLC 18.32% Add +1.9% 849,275 $26.7M
Cetera Investment Advisers 0.03% Add +35.7% 843,934 $26.5M
Sensible Money, LLC 8.58% Reduce -2.5% 804,146 $25.2M
Destiny Wealth Partners, LLC 3.04% Add +4.6% 789,739 $24.8M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -4.1% 770,365 $24.3M
Citadel Advisors 0.02% New 771,282 $24.2M
Momentous Wealth Management, Inc. 14.77% Reduce -0.8% 742,395 $23.3M
Aspiriant, LLC 0.71% Reduce -1.1% 736,908 $23.1M
Mercer Global Advisors Inc. 0.04% Reduce -3.2% 727,249 $22.8M
Conrad Siegel Investment Advisors, Inc. 4.75% Reduce -1.0% 720,685 $22.6M
Glassy Mountain Advisors, Inc. 6.71% Reduce -0.4% 710,754 $22.3M
MilWealth Group LLC 5.32% Reduce -0.9% 695,190 $21.8M
Kestra Advisory Services, LLC 0.10% Add +1.9% 693,173 $21.8M
Cambridge Investment Research Advisors, Inc. 0.06% Add +11.4% 691,489 $21.7M
Symmetry Partners, LLC 2.33% Reduce -3.4% 681,656 $21.4M
Chicago Partners Investment Group LLC 0.56% Reduce -0.9% 663,324 $21.3M
Brighton Jones LLC 0.51% Add +8.6% 674,460 $21.2M
Savant Capital, LLC 0.13% Reduce -1.5% 666,118 $20.9M
Cherrydale Wealth Management, LLC 6.39% Add +4.5% 647,771 $20.3M
IFG Advisory, LLC 0.90% Add +2.0% 632,551 $19.8M
Legacy Financial Group, Inc. 5.43% Add +1.3% 631,792 $19.8M
Sequoia Financial Advisors, LLC 0.12% Reduce -2.1% 616,122 $19.3M
HTG Investment Advisors, Inc. 6.48% Add +1.3% 613,767 $19.3M
Osaic Holdings, Inc. 0.03% Add +7.5% 596,902 $18.5M
Vested Financial Planning, LLC 14.09% Add +1.4% 553,615 $17.4M
Conquis Financial LLC 16.26% Add +6.0% 547,167 $17.2M
von Borstel & Associates, Inc. 2.62% Add +5.2% 533,692 $17.1M
Prosperity Planning, Inc. 6.42% Reduce -3.5% 542,419 $17.0M
Tassel Capital Management, Inc. 10.62% Add +4.3% 528,606 $16.6M
Grunden Financial Advisory, Inc. 6.72% Add +1.4% 526,643 $16.5M

"% 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 604 holders