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Disclosery

DFAX DIMENSIONAL ETF TRUST

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WORLD EX US CORE (fund)

557 managers (560 13F filers) reported a position in DFAX shares at 2025-03-31, 236,529,838 shares in all. 51 filers opened a position and 24 filers sold out during the quarter.

Managers
557
13F filers
560
New
51
Added
214
Reduced
194
Sold out
24
Shares held by filers
236,529,838

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY112,420$2.95M<0.01%+28313F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC111,554$2.92M1.84%-7,48113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP111,237$2.91M<0.01%+113F-HRTimelineGroup
Cherry Tree Wealth Management, LLC107,958$2.83M0.68%+9,78313F-HRTimeline
WPWealth LLP107,652$2.82M0.56%+25613F-HRTimeline
Rockwood Wealth Management, LLC106,542$2.79M0.28%-1,48313F-HRTimeline
United Wealth Management, LLC104,239$2.73M0.86%-3,19613F-HRTimeline
Rehmann Capital Advisory Group103,988$2.72M0.17%-31513F-HRTimeline
RW Investment Management LLC102,463$2.68M0.33%-76413F-HRTimeline
XY Planning Network, Inc.100,623$2.64M1.76%-5,15713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC95,823$2.51M0.07%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC95,500$2.5M0.23%+1,03713F-HR/ATimeline
Physician Wealth Solutions Inc.95,136$2.49M1.25%+21913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC94,456$2.47M<0.01%new13F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…93,759$2.46M0.01%+12,45913F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC91,674$2.4M0.48%-1,52513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC90,615$2.37M<0.01%+51,58913F-HRTimelineGroup
Western Wealth Management, LLC90,337$2.37M0.16%-14,48113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding87,957$2.3M+10,630Timeline
C M BIDWELL & ASSOCIATES LTD87,411$2.29M1.38%+4,04413F-HRTimeline
Factor Wealth Management LTD86,517$2.27M0.7%-19313F-HRTimeline
Squire Investment Management Company, L…84,389$2.21M0.92%+42113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC84,140$2.2M<0.01%-5,24013F-HRTimelineGroup
Physician Wealth Advisors, Inc.81,176$2.13M0.37%+4513F-HRTimeline
BCO Wealth Management LLC80,893$2.12M1.66%+72713F-HRTimeline
HMV Wealth Advisors, LLC78,663$2.06M1.64%013F-HRTimeline
Topsail Wealth Management, LLC75,920$1.99M0.4%+18113F-HRTimeline
Avantax Planning Partners, Inc.73,161$1.92M0.07%+1,69613F-HRTimeline
POINCIANA ADVISORS GROUP, LLC70,898$1.86M1.92%013F-HRTimeline
Corus Family Wealth Advisors70,475$1.85M1.26%+4,63013F-HRTimeline
JDH Wealth Management, LLC70,458$1.85M1.58%-2,44313F-HRTimeline
Aquire Wealth Advisors, LLC69,894$1.83M0.56%+39313F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC69,765$1.83M1.67%-29,28313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP69,380$1.82M0.01%013F-HRTimelineGroup
MAI Capital Management69,373$1.82M0.01%013F-HRTimeline
Waypoint Wealth Partners Inc.67,899$1.78M0.49%013F-HRTimeline
Wealth Advisors Northwest LLC67,829$1.78M1.13%013F-HRTimeline
Simplicity Wealth,LLC67,474$1.77M0.14%new13F-HRTimeline
Alpha Financial Advisors, LLC67,033$1.76M0.78%-1,90413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.66,931$1.75M1.18%-86213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…66,668$1.75M<0.01%+14,80213F-HRTimelineGroup
LAM GROUP, INC.66,539$1.74M1.28%-64913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC65,641$1.72M0.82%-9,91713F-HRTimeline
AE Wealth Management LLC63,972$1.68M0.01%-7,35013F-HRTimeline
Lansing Street Advisors62,601$1.64M0.55%+16113F-HRTimeline
Quad-Cities Investment Group, LLC62,525$1.64M0.81%+23313F-HRTimeline
Rappaport Reiches Capital Management, L…62,411$1.64M0.41%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…62,815$1.6M0.65%+2,49713F-HRTimeline
Applied Capital LLC60,842$1.59M0.78%-38213F-HRTimeline
Liberty Capital Management, Inc.60,457$1.58M0.35%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…60,029$1.57M0.02%+1,11213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP58,908$1.56M<0.01%+24,99413F-HR/ATimelineGroup
New Dimensions Wealth Management, LLC59,313$1.55M1.55%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC58,133$1.52M0.05%+23,73113F-HRTimelineGroup
Retirement Solution LLC57,955$1.52M0.43%-32,84013F-HR/ATimeline
Astra Wealth Partners LLC57,943$1.52M1.45%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA56,699$1.49M0.28%+21213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,551$1.48M<0.01%-19,00713F-HRTimelineGroup
Investmark Advisory Group LLC52,522$1.38M0.68%-53913F-HRTimeline
IFG Advisors, LLC51,655$1.35M0.26%-82913F-HRTimeline
Vannoy Advisory Group, Inc.51,599$1.35M1%+1,32013F-HRTimeline
Merit Financial Group, LLC51,137$1.34M0.02%+6,17513F-HRTimeline
Berger Financial Group, Inc50,938$1.33M0.09%-3,02813F-HRTimeline
Perigon Wealth Management, LLC50,895$1.33M0.03%+1813F-HRTimeline
Unconventional Investor, LLC48,888$1.28M0.76%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC48,590$1.27M0.9%+2013F-HRTimeline
TOWNSQUARE CAPITAL LLC48,565$1.27M0.01%-51113F-HRTimeline
Brady Martz Wealth Solutions, LLC48,325$1.27M0.29%-413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding47,671$1.25M+5Timeline
Security Financial Services, INC.47,506$1.24M0.25%-2,29713F-HRTimeline
Heritage Wealth Management, Inc. /CA/46,963$1.23M1.05%-37613F-HRTimeline
Prudent Man Investment Management, Inc.49,363$1.23M0.68%013F-HRTimeline
Life Planning Partners, Inc46,755$1.22M1.11%+45413F-HRTimeline
Cypress Point Wealth Management, LLC46,472$1.22M0.39%-23,55013F-HRTimeline
Steward Partners Investment Advisory, L…46,342$1.21M0.01%+79613F-HRTimeline
Krilogy Financial LLC46,011$1.21M0.08%+713F-HRTimeline
Beacon Pointe Advisors, LLC45,704$1.2M0.01%-4,76513F-HRTimeline
Clarity Capital Advisors, LLC44,849$1.18M0.77%+42813F-HRTimeline
VERITY Wealth Advisors43,719$1.15M0.85%013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC42,901$1.12M0.8%-26213F-HRTimeline
Orion Porfolio Solutions, LLC41,942$1.1M0.01%-18,33113F-HRTimeline
Orion Portfolio Solutions, LLC41,942$1.1M0.01%-18,33113F-HR/ATimeline
MORRIS FINANCIAL CONCEPTS, INC.41,809$1.1M0.46%-1,12413F-HRTimeline
Mesirow Financial Investment Management…40,854$1.07M0.02%+4913F-HRTimeline
CHOREO, LLC40,775$1.07M0.02%+6,69413F-HRTimeline
CVA Family Office, LLC40,747$1.07M0.16%-14,21213F-HRTimeline
Kathleen S. Wright Associates Inc.40,540$1.06M0.44%-12,45513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC43,029$1.06M0.23%+40513F-HRTimeline
EVOKE WEALTH, LLC40,400$1.06M0.03%new13F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…40,106$1.05M0.37%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers39,883$1.04M<0.01%+4,39813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC39,856$1.04M<0.01%+7,46513F-HRTimelineGroup
KM Capital Management Ltd.39,630$1.04M0.56%+49713F-HRTimeline
Spinnaker Investment Group, LLC39,375$1.03M0.23%013F-HRTimeline
McGrath & Associates, Inc.38,950$1.02M1.86%+30,83513F-HRTimeline
TruNorth Capital Management, LLC38,726$1.01M0.25%013F-HRTimeline
Cresset Asset Management, LLC38,263$1M0.01%+1313F-HRTimeline
DIVERSIFIED TRUST CO38,077$998K0.02%013F-HRTimeline
Wealthstream Advisors, Inc.38,068$997K0.19%-17913F-HRTimeline
SAGE RHINO CAPITAL LLC37,679$987K0.23%+4,00413F-HRTimeline
Pallas Capital Advisors LLC37,587$985K0.04%-7513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…37,461$981K0.17%+1,51413F-HRTimeline
Montis Financial, LLC37,142$973K0.29%-39313F-HRTimeline
Capital Planning LLC37,077$971K0.27%-84413F-HRTimeline
Dynamic Advisor Solutions LLC37,019$970K0.03%-1,47913F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC36,836$965K<0.01%-7813F-HRTimelineGroup
Zhang Financial LLC36,822$965K0.05%+1,27613F-HRTimeline
M Wealth Management, LLC36,433$955K0.89%-1,55613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC36,212$949K0.09%new13F-HR/ATimeline
Westmount Partners, LLC36,105$946K0.29%013F-HRTimeline
NewEdge Advisors, LLC35,812$938K0.01%-2,73513F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC35,741$936K0.22%new13F-HRTimelineGroup
Intelligent Financial Strategies35,705$935K0.49%013F-HRTimeline
Foundation Wealth Management, LLC\PA34,953$916K0.44%+7313F-HRTimeline
LaSalle St. Investment Advisors, LLC34,922$914K0.22%-5,43813F-HRTimeline
waypoint wealth counsel34,713$909K0.57%-1,65613F-HRTimeline
Janney Montgomery Scott LLC34,671$908K<0.01%+34713F-HRTimeline
Safeguard Investment Advisory Group, LLC34,243$897K0.24%-2,86813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…33,522$878K0.21%+2,81913F-HRTimeline
FINANCIAL COUNSELORS INC33,104$867K0.01%013F-HRTimeline
Leading Edge Financial Planning LLC32,590$854K0.27%-59813F-HRTimeline
Investment Planning Advisors, Inc.32,119$842K0.34%+3,30013F-HRTimeline
Tortoise Investment Management, LLC31,938$837K0.09%-77013F-HR/ATimeline
Francis Financial, Inc.31,929$837K0.2%-79613F-HRTimeline
Clark Asset Management, LLC31,535$826K0.14%013F-HRTimeline
Savvy Advisors, Inc.31,181$817K0.08%new13F-HRTimeline
Disciplined Investors, L.L.C.30,641$803K0.72%+6013F-HRTimeline
Blue Trust, Inc.30,206$791K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC30,200$791K0.35%-1,63513F-HRTimeline
Parkwoods Wealth Partners, LLC30,112$789K0.53%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp29,950$785K<0.01%013F-HRTimelineGroup
Five Oceans Advisors29,321$768K0.37%-2,11113F-HRTimeline
Red Wave Investments LLC29,103$762K0.27%-7,28313F-HRTimeline
Nicholas Hoffman & Company, LLC.28,269$741K0.03%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
CFS Investment Advisory Services, LLC28,200$739K0.07%-3,02113F-HRTimeline
Lynx Investment Advisory27,604$723K0.48%-7,99913F-HRTimeline
Partners in Financial Planning26,920$705K0.14%+5113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.26,917$705K0.21%+11,52813F-HRTimeline
Glass Jacobson Investment Advisors llc27,965$695K0.23%013F-HRTimeline
Total Clarity Wealth Management, Inc.27,843$692K0.23%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …25,674$692K0.05%-4,61113F-HRTimelineGroup
Quadrant Private Wealth Management, LLC26,178$686K0.17%013F-HRTimeline
Brewster Financial Planning LLC25,469$667K0.49%+26413F-HRTimeline
FMR LLCin group FMR LLC25,340$664K<0.01%-5,04413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC25,169$659K0.01%+10,28513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC25,140$659K0.09%-2,26413F-HRTimeline
Evercore Wealth Management, LLC25,000$655K0.01%013F-HRTimeline
Hill Investment Group Partners, LLC24,931$653K0.09%-67613F-HRTimeline
Midwest Heritage Bank, FSB24,233$635K0.26%-1,75413F-HRTimeline
Freedom Investment Management, Inc.24,227$635K0.05%+1,33813F-HRTimeline
Waterfront Wealth Inc.24,158$633K0.15%013F-HRTimeline
Shakespeare Wealth Management, LLC24,082$631K0.17%+2,39513F-HRTimeline
Kaufman Rossin Wealth, LLC23,684$621K0.44%+513F-HRTimeline
LJI Wealth Management, LLC23,377$612K0.12%-4713F-HRTimeline
M Holdings Securities, Inc.23,132$606K0.1%+8013F-HRTimeline
Cannon Financial Strategists, Inc.22,873$599K0.1%-34,43213F-HRTimeline
SCRATCH CAPITAL LLC22,687$594K0.61%+5,44313F-HRTimeline
Rise Advisors, LLC22,619$593K0.26%+5813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC22,531$590K0.01%-4,22113F-HRTimeline
Elser Financial Planning, Inc22,303$584K0.81%-536,86013F-HRTimeline
Annandale Capital, LLC22,293$584K0.11%+7,23313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.22,194$582K0.04%013F-HRTimelineGroup
KOM Wealth Management Group, LLC22,114$579K0.51%-1,02113F-HRTimeline
Financial Alternatives, Inc21,982$576K0.41%+1,40013F-HRTimeline
Stewardship Advisors, LLC21,802$571K0.15%+2,38713F-HRTimeline
TFB Advisors LLC21,706$569K0.16%-3,27813F-HRTimeline
Oak Wealth Advisors LLC20,985$550K0.41%+1113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors20,682$542K0.08%-14,87513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.20,158$528K<0.01%-2,79013F-HRTimeline
Boyce & Associates Wealth Consulting, I…19,447$510K0.51%-2,27313F-HRTimeline
Holcombe Financial, Inc.19,418$509K0.42%-7813F-HRTimeline
DecisionPoint Financial, LLC19,410$509K0.15%-1613F-HRTimeline
Independent Wealth Network Inc.19,310$506K0.2%-1,20013F-HRTimeline
Sanctuary Advisors, LLC19,107$501K<0.01%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,096$500K<0.01%+4,85813F-HRTimeline
Sprinkle Financial Consultants LLC19,087$500K0.32%+34413F-HRTimeline
Advisors Capital Management, LLC19,086$500K0.01%-15,00013F-HRTimeline
JB Capital LLC18,922$496K0.03%+4813F-HRTimeline
RB Capital Management, LLC18,757$491K0.12%+1,35013F-HRTimeline
Keystone Financial Services18,642$488K0.19%-39913F-HRTimeline
Parkside Financial Bank & Trust18,336$480K0.06%-1,22213F-HRTimeline
PRIVATE TRUST CO NA17,693$464K0.05%013F-HRTimeline
Probity Advisors, Inc.17,231$451K0.09%013F-HRTimeline
SIGNATUREFD, LLC16,963$444K0.01%+2713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,883$442K0.01%013F-HRTimeline
Two West Capital Advisors LLC17,134$433K0.36%-1,27713F-HRTimeline
Verus Financial Partners, Inc.16,694$430K0.05%+713F-HRTimeline
Facet Wealth, Inc.15,514$427K0.01%-52513F-HRTimeline
FIRST MANHATTAN CO. LLC.15,952$418K<0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,948$418K0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC15,878$416K0.01%-16613F-HRTimelineGroup
Strategent Financial, LLC15,806$414K0.37%+2,76613F-HRTimeline
Strategies Wealth Advisors, LLC15,593$409K0.05%+213F-HRTimeline
RENASANT BANK15,353$402K0.27%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,249$400K<0.01%-1,00313F-HRTimelineGroup
SCS Capital Management LLC15,247$399K0.01%new13F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC15,219$399K<0.01%013F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC15,228$399K0.14%-4,41513F-HRTimeline
Syverson Strege & Co15,080$395K0.13%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,928$391K<0.01%+6,83713F-HRTimelineGroup