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Disclosery

DFAX DIMENSIONAL ETF TRUST

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WORLD EX US CORE (fund)

534 managers (538 13F filers) reported a position in DFAX shares at 2024-12-31, 232,394,502 shares in all. 23 filers opened a position and 31 filers sold out during the quarter.

Managers
534
13F filers
538
New
23
Added
218
Reduced
142
Sold out
31
Shares held by filers
232,394,502

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Rockwood Wealth Management, LLC108,025$2.68M0.29%-89213F-HRTimeline
United Wealth Management, LLC107,435$2.67M0.9%13F-HRTimeline
WPWealth LLP107,396$2.67M0.55%-23613F-HRTimeline
XY Planning Network, Inc.105,780$2.63M1.97%13F-HRTimeline
Western Wealth Management, LLC104,818$2.61M0.17%+69813F-HR/ATimeline
Rehmann Capital Advisory Group104,303$2.59M0.16%+6,85513F-HRTimeline
Keystone Financial Group, Inc.103,489$2.57M2.08%13F-HRTimeline
RW Investment Management LLC103,227$2.57M0.31%+11,71413F-HRTimeline
USAdvisors Wealth Management, LLC100,028$2.49M0.81%+1,34613F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC99,048$2.46M1.9%-13,22013F-HRTimeline
Cherry Tree Wealth Management, LLC98,175$2.44M0.6%+1,57413F-HRTimeline
Physician Wealth Solutions Inc.94,917$2.36M1.18%+38413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC94,463$2.35M0.18%+42,12313F-HRTimeline
Merriman Wealth Management, LLC94,008$2.34M0.1%+3,70513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC93,199$2.32M0.49%-5,67213F-HRTimeline
Retirement Solution LLC90,795$2.26M0.59%+8,24113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC89,380$2.24M<0.01%+1,56713F-HRTimelineGroup
Rather & Kittrell, Inc.89,706$2.23M0.52%+14,99113F-HRTimeline
Factor Wealth Management LTD86,710$2.16M0.72%13F-HRTimeline
Squire Investment Management Company, L…83,968$2.09M0.92%-8113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD83,367$2.07M1.26%+1,11013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…81,300$2.02M0.01%+10213F-HRTimelineGroup
Physician Wealth Advisors, Inc.81,131$2.02M0.34%+1,51313F-HRTimeline
BCO Wealth Management LLC80,166$1.99M1.66%13F-HRTimeline
HMV Wealth Advisors, LLC78,663$1.96M1.96%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding77,327$1.92M+11,284Timeline
Topsail Wealth Management, LLC75,739$1.88M0.4%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC75,558$1.88M<0.01%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC75,558$1.88M0.93%-5,74513F-HRTimeline
JDH Wealth Management, LLC72,901$1.81M1.59%13F-HRTimeline
Arizona PSPRS Trust72,295$1.8M0.06%new13F-HR/ATimeline
Avantax Planning Partners, Inc.71,465$1.78M0.06%-11,10413F-HRTimeline
AE Wealth Management LLC71,322$1.77M0.02%-1,66313F-HRTimeline
POINCIANA ADVISORS GROUP, LLC70,898$1.76M1.79%13F-HRTimeline
Cypress Point Wealth Management, LLC70,022$1.74M0.54%+5,40013F-HRTimeline
Aquire Wealth Advisors, LLC69,501$1.73M0.54%+73313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP69,380$1.72M0.01%-59113F-HRTimelineGroup
MAI Capital Management69,373$1.72M0.01%-4,43413F-HRTimeline
Alpha Financial Advisors, LLC68,937$1.71M0.78%-9813F-HRTimeline
Waypoint Wealth Partners Inc.67,899$1.69M0.46%013F-HRTimeline
Wealth Advisors Northwest LLC67,829$1.69M1.15%13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.67,793$1.69M1.13%-12513F-HRTimeline
LAM GROUP, INC.67,188$1.67M1.19%+3013F-HRTimeline
Financial Harvest, LLC66,310$1.65M1.39%13F-HRTimeline
Corus Family Wealth Advisors65,845$1.64M1.1%+2,88613F-HRTimeline
Lansing Street Advisors62,440$1.55M0.54%+58213F-HRTimeline
Rappaport Reiches Capital Management, L…62,411$1.55M0.4%013F-HRTimeline
Quad-Cities Investment Group, LLC62,292$1.55M0.76%+3,34513F-HRTimeline
Applied Capital LLC61,224$1.52M0.78%-3,44313F-HRTimeline
Liberty Capital Management, Inc.60,457$1.5M0.33%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…60,318$1.5M0.59%013F-HRTimeline
Orion Porfolio Solutions, LLC60,273$1.5M0.01%+4,15213F-HRTimeline
Orion Portfolio Solutions, LLC60,273$1.5M0.01%+4,15213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…58,917$1.46M0.01%013F-HRTimelineGroup
Astra Wealth Partners LLC57,943$1.44M1.36%13F-HRTimeline
Cannon Financial Strategists, Inc.57,305$1.42M0.24%+10,21813F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA56,487$1.4M0.26%-69113F-HRTimeline
CVA Family Office, LLC54,959$1.37M0.22%-8,05013F-HRTimeline
Berger Financial Group, Inc53,966$1.34M0.09%new13F-HRTimeline
Investmark Advisory Group LLC53,061$1.32M0.65%+3,17513F-HRTimeline
Kathleen S. Wright Associates Inc.52,995$1.32M0.55%+2,27513F-HRTimeline
IFG Advisors, LLC52,484$1.3M0.26%+15,59213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…51,866$1.29M<0.01%+20,59113F-HRTimelineGroup
Perigon Wealth Management, LLC50,877$1.27M0.03%+7113F-HRTimeline
Beacon Pointe Advisors, LLC50,469$1.25M0.01%-20413F-HRTimeline
Vannoy Advisory Group, Inc.50,279$1.25M0.93%+2,27413F-HRTimeline
Security Financial Services, INC.49,803$1.24M0.25%013F-HRTimeline
Prudent Man Investment Management, Inc.49,363$1.23M0.68%13F-HRTimeline
TOWNSQUARE CAPITAL LLC49,076$1.22M0.01%013F-HRTimeline
Unconventional Investor, LLC48,888$1.22M0.73%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC48,570$1.21M0.91%+7313F-HRTimeline
Brady Martz Wealth Solutions, LLC48,329$1.19M0.29%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding47,666$1.18M-3,943Timeline
Heritage Wealth Management, Inc. /CA/47,339$1.18M1%-1,42113F-HRTimeline
Life Planning Partners, Inc46,301$1.15M1.06%013F-HR/ATimeline
Krilogy Financial LLC46,004$1.14M0.08%+2613F-HRTimeline
Steward Partners Investment Advisory, L…45,546$1.13M0.01%+1,46113F-HRTimeline
Merit Financial Group, LLC44,962$1.12M0.02%-6,63613F-HRTimeline
Clarity Capital Advisors, LLC44,421$1.1M0.74%+12013F-HRTimeline
VERITY Wealth Advisors43,719$1.09M0.78%013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC43,163$1.07M0.76%-4013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.42,933$1.07M0.46%-25,10613F-HRTimeline
Canandaigua National Trust Co of Florida42,769$1.06M0.83%+31,70713F-HRTimeline
Atria Wealth Solutions, Inc.42,109$1.05M0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC42,624$1.05M0.23%+2,47913F-HRTimeline
Mesirow Financial Investment Management…40,805$1.01M0.02%-41013F-HRTimeline
LaSalle St. Investment Advisors, LLC40,360$1M0.31%+613F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…40,106$997K0.34%013F-HRTimeline
Spinnaker Investment Group, LLC39,375$979K0.24%-2,78113F-HRTimeline
KM Capital Management Ltd.39,133$973K0.5%+36513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC39,026$970K<0.01%+1,85713F-HRTimelineGroup
TruNorth Capital Management, LLC38,726$963K0.26%-3,03813F-HRTimeline
NewEdge Advisors, LLC38,547$958K0.01%-34213F-HRTimeline
Dynamic Advisor Solutions LLC38,498$957K0.04%-1,84213F-HRTimeline
Cresset Asset Management, LLC38,250$951K<0.01%-8,19513F-HRTimeline
Wealthstream Advisors, Inc.38,247$951K0.18%-41613F-HRTimeline
DIVERSIFIED TRUST CO38,077$947K0.02%013F-HRTimeline
M Wealth Management, LLC37,989$944K0.86%13F-HRTimeline
Capital Planning LLC37,921$943K0.25%-4313F-HRTimeline
Pallas Capital Advisors LLC37,662$936K0.04%013F-HRTimeline
Montis Financial, LLC37,535$933K0.29%+28,18813F-HRTimeline
Safeguard Investment Advisory Group, LLC37,111$923K0.25%-1,25013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC36,914$918K<0.01%+57913F-HRTimelineGroup
Red Wave Investments LLC36,386$905K0.32%-3,18813F-HRTimeline
waypoint wealth counsel36,369$904K0.59%-2213F-HRTimeline
Westmount Partners, LLC36,105$898K0.27%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…35,947$894K0.15%+9,23513F-HRTimeline
Intelligent Financial Strategies35,705$888K0.49%013F-HRTimeline
CURIO WEALTH, LLC35,644$886K0.48%13F-HRTimeline
Lynx Investment Advisory35,603$885K0.6%-7,49713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding35,557$884K-275Timeline
Zhang Financial LLC35,546$884K0.05%+12413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers35,485$882K<0.01%+6,47513F-HRTimelineGroup
Foundation Wealth Management, LLC\PA34,880$867K0.42%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,402$855K0.03%-1,73613F-HRTimelineGroup
Janney Montgomery Scott LLC34,324$853K<0.01%+20,10113F-HRTimeline
Advisors Capital Management, LLC34,086$847K0.01%-2,90013F-HRTimeline
CHOREO, LLC34,081$847K0.01%-16,14013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,914$843K<0.01%+18,84713F-HRTimelineGroup
SAGE RHINO CAPITAL LLC33,675$837K0.18%-1,76213F-HRTimeline
Leading Edge Financial Planning LLC33,188$825K0.27%-1,96813F-HRTimeline
FINANCIAL COUNSELORS INC33,104$823K0.01%013F-HRTimeline
Francis Financial, Inc.32,725$814K0.21%013F-HRTimeline
Tortoise Investment Management, LLC32,708$813K0.09%013F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC32,391$805K<0.01%-13413F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC31,835$791K0.34%013F-HRTimeline
Clark Asset Management, LLC31,535$784K0.15%013F-HRTimeline
Five Oceans Advisors31,432$781K0.36%+81013F-HRTimeline
CFS Investment Advisory Services, LLC31,221$776K0.07%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…30,703$763K0.19%-15013F-HRTimeline
FMR LLCin group FMR LLC30,384$755K<0.01%+5,27313F-HRTimelineGroup
Blue Trust, Inc.30,206$751K0.01%+12,08413F-HR/ATimeline
Disciplined Investors, L.L.C.30,581$748K0.72%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp29,950$745K<0.01%013F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …30,285$743K0.06%+22413F-HRTimelineGroup
Investment Planning Advisors, Inc.28,819$716K0.31%+5,25613F-HRTimeline
Nicholas Hoffman & Company, LLC.28,269$703K0.03%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Glass Jacobson Investment Advisors llc27,965$695K0.23%-8,87413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Total Clarity Wealth Management, Inc.27,843$692K0.23%+86213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC27,404$681K0.09%+5513F-HRTimeline
Partners in Financial Planning26,869$668K0.14%-2913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC26,752$665K0.01%+43613F-HRTimeline
Quadrant Private Wealth Management, LLC26,178$651K0.16%013F-HRTimeline
Midwest Heritage Bank, FSB25,987$646K0.3%-6,15413F-HRTimeline
Hill Investment Group Partners, LLC25,607$637K0.09%+1,99413F-HRTimeline
Brewster Financial Planning LLC25,205$627K0.47%-84613F-HRTimeline
Evercore Wealth Management, LLC25,000$622K0.01%013F-HRTimeline
TFB Advisors LLC24,984$621K0.18%+1,61613F-HRTimeline
Waterfront Wealth Inc.24,158$601K0.15%013F-HRTimeline
Kaufman Rossin Wealth, LLC23,679$589K0.61%13F-HRTimeline
LJI Wealth Management, LLC23,424$582K0.11%+17613F-HRTimeline
KOM Wealth Management Group, LLC23,135$575K0.42%+27313F-HRTimeline
M Holdings Securities, Inc.23,052$573K0.09%-19813F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.22,948$570K<0.01%+8,24113F-HRTimeline
Freedom Investment Management, Inc.22,889$569K0.05%+64113F-HRTimeline
Rise Advisors, LLC22,561$561K0.27%+20713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.22,194$552K0.04%+3,76213F-HRTimelineGroup
Boyce & Associates Wealth Consulting, I…21,720$540K0.55%+17513F-HRTimeline
Shakespeare Wealth Management, LLC21,687$539K0.15%+93413F-HRTimeline
Oak Wealth Advisors LLC20,974$521K0.4%13F-HRTimeline
Financial Alternatives, Inc20,582$512K0.36%+1,13513F-HRTimeline
Independent Wealth Network Inc.20,510$510K0.21%-2,19113F-HRTimeline
Sanctuary Advisors, LLC19,105$492K<0.01%new13F-HRTimeline
RVW Wealth, LLC19,736$491K0.05%-33113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC19,643$488K0.17%+513F-HRTimeline
Parkside Financial Bank & Trust19,558$486K0.06%013F-HRTimeline
Holcombe Financial, Inc.19,496$485K0.4%13F-HRTimeline
DecisionPoint Financial, LLC19,426$483K0.15%-56913F-HRTimeline
Stewardship Advisors, LLC19,415$483K0.13%+2,76913F-HRTimeline
Keystone Financial Services19,041$473K0.18%new13F-HRTimeline
JB Capital LLC18,874$469K0.03%+17213F-HRTimeline
Sprinkle Financial Consultants LLC18,743$466K0.32%+91813F-HRTimeline
Two West Capital Advisors LLC18,411$458K0.39%013F-HRTimeline
PRIVATE TRUST CO NA17,693$440K0.05%013F-HRTimeline
RB Capital Management, LLC17,407$433K0.1%+3,32513F-HRTimeline
SCRATCH CAPITAL LLC17,244$429K0.52%13F-HRTimeline
Probity Advisors, Inc.17,231$428K0.08%013F-HRTimeline
SIGNATUREFD, LLC16,936$421K0.01%+9713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,883$420K0.01%013F-HRTimeline
Facet Wealth, Inc.16,039$413K0.01%-1,07413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,601$413K<0.01%-1,476,98513F-HRTimelineGroup
Verus Financial Partners, Inc.16,687$410K0.05%+2313F-HRTimeline
Archer Investment Management, LLC16,413$408K0.25%13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC16,299$405K0.16%new13F-HRTimeline
Quantinno Capital Management LP16,290$405K<0.01%-3,84813F-HRTimeline
Strategies Wealth Advisors, LLC15,591$404K0.05%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,252$404K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC16,044$399K0.01%-7,19413F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.15,952$397K<0.01%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.15,389$383K0.13%+13,57013F-HRTimeline
RENASANT BANK15,353$382K0.25%+1,19813F-HRTimeline
Edge Capital Group, LLC15,247$379K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC15,219$378K<0.01%new13F-HRTimelineGroup
Syverson Strege & Co15,080$375K0.13%+19813F-HRTimeline
Annandale Capital, LLC15,060$374K0.07%+80613F-HRTimeline
Prime Capital Investment Advisors, LLC14,884$370K0.01%-57113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,876$370K0.03%-1,04113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,238$354K<0.01%+8,80213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,928$346K0.01%+36013F-HRTimelineGroup
Signature Resources Capital Management,…13,925$346K0.31%013F-HRTimeline