Dimensional World Ex US CoreDFAXETF
13F holders, Q1 2026 (March 31)700holders +26
61new positions
34sold out
3famous investors
$34.07avg. 13F price*
At the end of Q1 2026, 700 institutions reported holding Dimensional World Ex US Core (DFAX) in their 13F filings, up 26 from Q4 2025. 61 opened new positions and 34 sold out. The largest holders were Focus Partners Wealth ($353.4M), LPL Financial LLC ($291.8M) and Alerus Financial NA ($285.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional World Ex US Core
- CUSIP
- 25434V880
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $94.7M |
| Exits | 34 | $32.8M |
All 13F filers, Q4 2025 → Q1 2026: 16,072,489 shares bought and 6,413,131 shares sold, net +9,659,358 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 700 holders
| Focus Partners Wealth | 0.39% | Reduce -2.6% | 10,402,150 | $353.4M |
| LPL Financial LLC | 0.08% | Add +6.5% | 8,590,950 | $291.8M |
| Alerus Financial NA | 14.15% | Reduce -0.2% | 8,416,314 | $285.9M |
| Geometric Wealth Advisors | 31.71% | Add +1.4% | 7,454,243 | $253.2M |
| Allworth Financial LP | 1.00% | Add +9.8% | 7,258,730 | $246.6M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.7% | 6,604,704 | $224.4M |
| Monograph Wealth Advisors, LLC | 19.86% | Add +1.8% | 6,166,855 | $209.5M |
| Glenmede Trust Co. NA | 0.87% | Add +1.3% | 5,208,807 | $176.9M |
| Great Waters Wealth Management | 17.57% | Add +0.8% | 4,886,852 | $166.0M |
| Factory Mutual Insurance Co. | 1.84% | No change | 4,806,630 | $163.3M |
| Commonwealth Equity Services, LLC | 0.21% | Add +6.0% | 4,323,741 | $146.9M |
| Plancorp, LLC | 4.03% | Reduce -1.4% | 3,942,065 | $141.6M |
| Royal Bank of Canada | 0.02% | Add +1.6% | 3,769,013 | $128.0M |
| JFS Wealth Advisors, LLC | 7.10% | Reduce -1.4% | 3,737,287 | $127.0M |
| Focus Partners Advisor Solutions, LLC | 1.28% | Add +8.3% | 3,727,832 | $126.6M |
| Triune Financial Partners, LLC | 29.32% | Add +0.3% | 3,630,000 | $123.3M |
| Fifth Third Bancorp | 0.22% | Add +38910.8% | 3,513,309 | $119.3M |
| Captrust Financial Advisors | 0.18% | Add +1.9% | 2,952,121 | $100.3M |
| Assetmark, Inc. | 0.20% | Reduce -0.6% | 2,875,490 | $97.7M |
| D.A. Davidson & Co. | 0.57% | Reduce -1.1% | 2,783,778 | $94.6M |
| Pathstone Holdings, LLC | 0.34% | Reduce -4.2% | 2,541,201 | $86.3M |
| UBS Group AG | 0.02% | Add +15.3% | 2,518,742 | $85.6M |
| Raymond James Financial Inc. | 0.03% | Add +7.1% | 2,497,062 | $84.8M |
| Bank of America Corp. | 0.01% | Add +25.5% | 2,450,708 | $83.3M |
| Planning Center, Inc. | 8.38% | Reduce -6.7% | 2,434,023 | $82.7M |
| Core Wealth Management, Inc. | 24.92% | Reduce -0.2% | 2,394,043 | $81.3M |
| Morton Capital Management LLC | 12.09% | Add +4.7% | 2,391,645 | $81.2M |
| GeoWealth Management, LLC | 2.92% | Reduce -1.5% | 2,390,556 | $81.2M |
| New Capital Management LP | 20.00% | Add +1.5% | 2,387,805 | $81.1M |
| Evanson Asset Management, LLC | 4.20% | Add +0.0% | 2,304,226 | $78.3M |
| Creative Capital Management Investments LLC | 20.97% | Add +0.5% | 2,150,975 | $73.1M |
| Tumwater Wealth Management, LLC | 29.35% | Reduce -3.6% | 2,148,190 | $73.0M |
| Greenspring Advisors, LLC | 4.44% | Reduce -0.9% | 2,143,587 | $72.8M |
| Capstone Financial Advisors, Inc. | 3.78% | Reduce -1.2% | 2,065,674 | $70.2M |
| Glassman Wealth Services | 9.23% | Add +1.8% | 1,997,755 | $67.9M |
| Cardinal Point Capital Management ULC | 4.06% | Add +5.8% | 1,949,020 | $66.2M |
| BetterWealth, LLC | 12.14% | Add +0.1% | 1,822,328 | $61.9M |
| Confluence Wealth Services, Inc. | 2.32% | Reduce -0.7% | 1,764,001 | $59.9M |
| Baker Boyer National Bank | 17.98% | Add +2.5% | 1,762,066 | $59.9M |
| Apella Capital, LLC | 0.88% | Add +44.8% | 1,612,850 | $59.6M |
| Asset Dedication, LLC | 4.04% | Reduce -13.2% | 1,697,812 | $57.7M |
| Financial Symmetry Inc | 20.10% | Reduce -0.8% | 1,544,450 | $56.6M |
| Trellis Wealth Advisors LLC | 20.96% | Add +2.0% | 1,621,272 | $55.1M |
| Mars Jewett Financial Group, Inc. | 17.11% | Reduce -1.0% | 1,589,820 | $54.0M |
| LRI Investments, LLC | 4.73% | Add +10.2% | 1,573,458 | $53.5M |
| HFM Investment Advisors, LLC | 20.45% | Reduce -1.7% | 1,565,178 | $53.2M |
| Jackson Thornton Wealth Management, LLC | 4.60% | Reduce -1.0% | 1,422,904 | $51.1M |
| Strathmore Capital Advisors, Inc. | 14.39% | Add +2.5% | 1,401,514 | $50.9M |
| JPMorgan Chase & Co. | 0.00% | Add +238.5% | 1,502,018 | $49.5M |
| Altiora Financial Group, LLC | 8.10% | Add +0.9% | 1,447,156 | $49.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.74% | Reduce -7.8% | 1,416,825 | $48.1M |
| Master's Wealth Management Inc. | 16.05% | Add +0.5% | 1,394,816 | $47.4M |
| Johnson Wealth Management, LLC | 21.77% | Add +0.8% | 1,327,681 | $45.1M |
| N.E.W. Advisory Services LLC | 3.36% | Reduce -0.2% | 1,323,626 | $45.0M |
| Warburton Capital Management, LLC | 21.59% | Add +11.6% | 1,236,646 | $44.3M |
| Demming Financial Services Corp. | 31.75% | Add +1.8% | 1,287,714 | $43.7M |
| ShankerValleau Wealth Advisors, Inc. | 12.22% | Reduce -3.1% | 1,276,502 | $43.4M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -5.5% | 1,221,414 | $41.5M |
| Babb Wealth Advisors LLC | 22.41% | Reduce -0.1% | 1,206,924 | $41.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.59% | Reduce -4.6% | 1,184,794 | $40.2M |
| Onyx Financial Advisors, LLC | 16.37% | Reduce -0.3% | 1,160,548 | $39.4M |
| Private Advisor Group, LLC | 0.18% | Reduce -1.7% | 1,153,055 | $39.2M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.9% | 1,143,842 | $38.9M |
| Mercer Global Advisors Inc. | 0.06% | Add +58.4% | 1,124,416 | $38.2M |
| Cardiff Park Advisors, LLC | 3.05% | Reduce -4.0% | 1,120,695 | $38.1M |
| Vance Wealth, LLC | 10.91% | Reduce -1.7% | 1,111,628 | $37.8M |
| Forum Financial Management, LP | 0.51% | Reduce -3.4% | 1,055,497 | $35.9M |
| Cahill Financial Advisors Inc. | 3.75% | Add +6.1% | 1,018,559 | $34.6M |
| Shearwater Capital LLC | 16.10% | Add +5.8% | 903,646 | $30.7M |
| OneDigital Investment Advisors LLC | 0.30% | Add +4.0% | 888,337 | $30.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +18.2% | 876,378 | $29.8M |
| Accredited Investor Services, LLC | 18.89% | Add +1.4% | 866,264 | $29.4M |
| Cetera Investment Advisers | 0.03% | Reduce -3.5% | 855,795 | $29.1M |
| Meridian Wealth Partners, LLC | 3.97% | Reduce -3.7% | 852,469 | $29.0M |
| TCI Wealth Advisors, Inc. | 1.51% | Reduce -4.2% | 839,456 | $28.5M |
| Destiny Wealth Partners, LLC | 3.01% | Add +1.0% | 811,078 | $27.6M |
| Savant Capital, LLC | 0.13% | Reduce -3.9% | 809,746 | $27.5M |
| RFG Advisory, LLC | 0.50% | Reduce -15.8% | 800,588 | $27.2M |
| Sensible Money, LLC | 7.58% | Reduce -4.5% | 733,377 | $24.9M |
| Financial Plan, Inc. | 2.66% | Reduce -1.0% | 731,319 | $24.8M |
| Glassy Mountain Advisors, Inc. | 7.71% | Add +1.9% | 730,621 | $24.8M |
| Momentous Wealth Management, Inc. | 14.14% | Reduce -6.3% | 728,287 | $24.7M |
| Aspiriant, LLC | 0.70% | No change | 727,702 | $24.7M |
| Conrad Siegel Investment Advisors, Inc. | 4.42% | Reduce -0.0% | 720,463 | $24.5M |
| Wolfstich Capital, LLC | 21.36% | Reduce -7.0% | 740,511 | $24.4M |
| Kestra Advisory Services, LLC | 0.09% | Add +5.8% | 715,224 | $24.3M |
| Old Peak Finance LLC | 14.13% | Add +2.5% | 712,295 | $24.2M |
| Chicago Partners Investment Group LLC | 0.52% | Reduce -0.3% | 643,051 | $23.4M |
| Cherrydale Wealth Management, LLC | 7.16% | Reduce -0.3% | 681,936 | $23.2M |
| MilWealth Group LLC | 5.46% | Reduce -2.2% | 674,680 | $22.9M |
| Mariner, LLC | 0.03% | Add +59.2% | 654,649 | $22.2M |
| marrick wealth, LLC | 18.66% | Add +0.2% | 653,050 | $22.2M |
| Legacy Financial Group, Inc. | 5.79% | Reduce -0.2% | 645,085 | $21.9M |
| Conquis Financial LLC | 17.93% | Add +0.6% | 600,657 | $21.6M |
| HTG Investment Advisors, Inc. | 6.10% | Add +0.2% | 629,397 | $21.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 625,195 | $21.2M |
| Farther Finance Advisors, LLC | 0.20% | Add +11.0% | 611,688 | $21.1M |
| Brighton Jones LLC | 0.46% | Reduce -9.0% | 608,449 | $20.7M |
| Generations Wealth, LLC | 19.98% | Reduce -0.1% | 605,775 | $20.6M |
| Corient Private Wealth LP | 0.03% | Reduce -0.4% | 606,817 | $20.6M |
"% 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.