Dimensional World Ex US CoreDFAXETF

13F holders, Q4 2025 (December 31)
674holders +70
35new positions
20sold out
2famous investors
$32.79avg. 13F price*

At the end of Q4 2025, 674 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 70 from Q3 2025. 35 opened new positions and 20 sold out. The largest holders were Focus Partners Wealth ($349.4M), Alerus Financial NA ($276.0M) and LPL Financial LLC ($264.0M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions35$20.7M
Exits20$14.4M

All 13F filers, Q3 2025 → Q4 2025: 10,645,451 shares bought and 5,483,944 shares sold, net +5,161,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 674 holders

Focus Partners Wealth 0.40% Reduce -2.7% 10,675,346 $349.4M
Alerus Financial NA 13.50% Add +0.6% 8,432,666 $276.0M
LPL Financial LLC 0.07% Reduce -0.3% 8,067,009 $264.0M
Geometric Wealth Advisors 30.94% Add +0.8% 7,348,368 $240.5M
Allworth Financial LP 0.89% Reduce -3.7% 6,610,841 $216.4M
Envestnet Asset Management Inc. 0.06% Reduce -1.6% 6,559,941 $214.7M
Monograph Wealth Advisors, LLC 19.48% Add +1.5% 6,060,776 $198.4M
Glenmede Trust Co. NA 0.80% — 5,142,715 $168.3M
Great Waters Wealth Management 17.45% Add +6.8% 4,847,406 $158.7M
Factory Mutual Insurance Co. 1.59% No change 4,806,630 $157.3M
Commonwealth Equity Services, LLC 0.18% Reduce -15.3% 4,080,963 $133.6M
Plancorp, LLC 3.95% Reduce -1.4% 3,996,011 $130.8M
Triune Financial Partners, LLC 29.37% Reduce -1.6% 3,620,714 $125.6M
JFS Wealth Advisors, LLC 6.99% Add +0.5% 3,789,938 $124.0M
Royal Bank of Canada 0.02% Reduce -3.1% 3,707,781 $121.4M
Focus Partners Advisor Solutions, LLC 1.38% Add +13.0% 3,442,846 $112.7M
Comerica Bank 0.44% Reduce -1.6% 3,368,439 $110.2M
Captrust Financial Advisors 0.18% Add +970.0% 2,898,200 $94.9M
Assetmark, Inc. 0.19% Reduce -0.5% 2,891,445 $94.6M
D.A. Davidson & Co. 0.56% Add +0.6% 2,814,774 $92.1M
Pathstone Holdings, LLC 0.34% Reduce -5.0% 2,653,016 $86.8M
Planning Center, Inc. 8.72% Reduce -7.0% 2,608,713 $85.4M
GeoWealth Management, LLC 2.93% Add +1.6% 2,427,980 $79.5M
Core Wealth Management, Inc. 24.46% Reduce -0.8% 2,398,910 $78.5M
New Capital Management LP 19.34% Add +0.7% 2,352,036 $77.0M
Raymond James Financial Inc. 0.02% Add +45.6% 2,331,276 $76.3M
Evanson Asset Management, LLC 4.07% Reduce -2.0% 2,303,524 $75.4M
Morton Capital Management LLC 11.48% Add +3.3% 2,284,140 $74.8M
Tumwater Wealth Management, LLC 29.74% Add +2.7% 2,229,430 $73.0M
UBS Group AG 0.01% Add +1.1% 2,185,347 $71.5M
Greenspring Advisors, LLC 4.34% Add +7.2% 2,162,647 $70.8M
Creative Capital Management Investments LLC 21.13% Add +1.6% 2,139,482 $70.0M
Capstone Financial Advisors, Inc. 3.65% Reduce -0.1% 2,090,889 $68.4M
Glassman Wealth Services 8.67% Add +3.0% 1,962,925 $64.2M
Asset Dedication, LLC 4.20% Reduce -4.1% 1,955,734 $64.0M
Bank of America Corp. 0.00% Add +13.2% 1,952,469 $63.9M
Cardinal Point Capital Management ULC 3.94% Add +2.9% 1,842,315 $60.3M
BetterWealth, LLC 13.59% Add +1.1% 1,820,653 $59.6M
Mars Jewett Financial Group, Inc. 17.43% — 1,606,224 $58.6M
Confluence Wealth Services, Inc. 2.41% Add +4.7% 1,775,826 $58.1M
Baker Boyer National Bank 16.99% Add +1.9% 1,719,710 $56.3M
HFM Investment Advisors, LLC 20.37% Add +1.2% 1,591,987 $52.1M
Trellis Wealth Advisors LLC 20.35% Reduce -3.2% 1,589,713 $52.0M
Financial Symmetry Inc 20.79% Add +2.1% 1,557,453 $51.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.01% Reduce -16.5% 1,536,741 $50.3M
Jackson Thornton Wealth Management, LLC 4.56% Reduce -2.1% 1,436,826 $48.2M
Altiora Financial Group, LLC 8.09% Reduce -0.7% 1,434,864 $47.0M
LRI Investments, LLC 3.76% Add +3.6% 1,428,375 $46.8M
Master's Wealth Management Inc. 16.33% Add +4.7% 1,387,352 $45.4M
Strathmore Capital Advisors, Inc. 14.67% Add +10.0% 1,367,141 $44.7M
N.E.W. Advisory Services LLC 3.21% Add +2.6% 1,326,814 $43.4M
BlueSky Wealth Advisors, LLC 5.69% Add +0.6% 1,317,406 $43.1M
ShankerValleau Wealth Advisors, Inc. 11.68% Reduce -0.7% 1,317,141 $43.1M
Johnson Wealth Management, LLC 21.45% Add +6.3% 1,317,050 $43.1M
Financial Engines Advisors L.L.C. 0.08% Reduce -6.2% 1,292,077 $42.3M
Demming Financial Services Corp. 31.13% — 1,265,222 $41.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.61% Reduce -3.3% 1,241,726 $40.6M
Babb Wealth Advisors LLC 22.32% Add +6.3% 1,208,183 $39.5M
HighTower Advisors, LLC 0.04% Add +17.6% 1,177,609 $38.5M
Private Advisor Group, LLC 0.18% Add +1.1% 1,172,518 $38.4M
Cardiff Park Advisors, LLC 3.15% Reduce -4.7% 1,167,549 $38.2M
Onyx Financial Advisors, LLC 16.16% Add +1.5% 1,164,343 $38.1M
Vance Wealth, LLC 10.99% Add +2.1% 1,130,975 $37.0M
Apella Capital, LLC 0.72% Reduce -3.8% 1,113,787 $36.5M
Warburton Capital Management, LLC 20.48% Add +7.1% 1,108,241 $36.3M
Forum Financial Management, LP 0.47% Reduce -2.3% 1,093,036 $35.8M
Cahill Financial Advisors Inc. 3.44% Add +13.1% 960,236 $31.4M
RFG Advisory, LLC 0.59% Reduce -8.3% 950,659 $31.1M
Cetera Investment Advisers 0.03% Add +5.1% 886,961 $29.0M
Meridian Wealth Partners, LLC 3.99% Reduce -6.4% 884,890 $29.0M
TCI Wealth Advisors, Inc. 1.58% Reduce -3.2% 876,305 $28.7M
Shearwater Capital LLC 16.05% Add +0.6% 854,520 $28.0M
Accredited Investor Services, LLC 18.52% Add +0.6% 854,164 $28.0M
OneDigital Investment Advisors LLC 0.27% Reduce -1.6% 853,865 $27.9M
Destiny Wealth Partners, LLC 3.21% Add +1.7% 803,301 $27.9M
Savant Capital, LLC 0.16% Add +26.5% 842,852 $27.6M
Wolfstich Capital, LLC 24.00% Add +101.7% 795,905 $26.0M
Momentous Wealth Management, Inc. 14.43% Add +4.7% 777,518 $25.4M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -2.5% 750,940 $25.2M
Sensible Money, LLC 8.03% Reduce -4.5% 768,150 $25.1M
Cambridge Investment Research Advisors, Inc. 0.06% Add +7.3% 741,651 $24.3M
Financial Plan, Inc. 2.78% — 738,610 $24.2M
Aspiriant, LLC 0.68% Reduce -1.3% 727,702 $23.8M
Conrad Siegel Investment Advisors, Inc. 4.47% Add +0.0% 720,721 $23.6M
Glassy Mountain Advisors, Inc. 7.09% Add +0.9% 716,881 $23.5M
Mercer Global Advisors Inc. 0.04% Reduce -2.4% 709,722 $23.2M
Old Peak Finance LLC 14.03% — 694,630 $22.7M
MilWealth Group LLC 5.37% Reduce -0.8% 689,731 $22.6M
Cherrydale Wealth Management, LLC 6.80% Add +5.6% 684,051 $22.4M
Chicago Partners Investment Group LLC 0.55% Reduce -2.8% 644,660 $22.3M
Kestra Advisory Services, LLC 0.09% Reduce -2.5% 675,884 $22.1M
Brighton Jones LLC 0.81% Reduce -0.9% 668,678 $21.9M
marrick wealth, LLC 17.47% — 651,982 $21.3M
Legacy Financial Group, Inc. 5.55% Add +2.3% 646,402 $21.2M
HTG Investment Advisors, Inc. 6.32% Add +2.3% 627,975 $20.6M
IFG Advisory, LLC 0.89% Reduce -1.0% 626,171 $20.5M
Corient Private Wealth LP 0.03% Add +54.8% 609,522 $19.9M
Sequoia Financial Advisors, LLC 0.11% Reduce -1.3% 608,324 $19.9M
Generations Wealth, LLC 20.31% — 606,481 $19.9M
Symmetry Partners, LLC 1.17% Reduce -11.2% 605,458 $19.8M

"% 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 674 holders