Dimensional World Ex US CoreDFAXETF
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $39.2M |
| Exits | 22 | $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.