Skip to content

DFAX DIMENSIONAL ETF TRUST

Follow

WORLD EX US CORE (fund)

595 managers (601 13F filers) reported a position in DFAX shares at 2025-06-30, 237,348,808 shares in all. 59 filers opened a position and 20 filers sold out during the quarter.

Managers
595
13F filers
601
New
59
Added
203
Reduced
236
Sold out
20
Shares held by filers
237,348,808

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Lantern Wealth Advisors, LLC115,123$3.38M2.01%13F-HRTimeline
Herold Advisors, Inc.113,893$3.35M0.7%-13,00313F-HRTimeline
KEB ASSET MANAGEMENT, LLC112,697$3.31M0.82%-43913F-HRTimeline
Rather & Kittrell, Inc.112,020$3.29M0.65%-1,30913F-HRTimeline
Elios Financial Group Inc.110,896$3.26M1.48%-14,81213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC110,217$3.24M0.82%-160,28613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP108,528$3.19M<0.01%-2,70913F-HRTimelineGroup
WPWealth LLP108,419$3.18M0.57%+76713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding107,853$3.17M+60,182Timeline
Cherry Tree Wealth Management, LLC107,342$3.15M0.73%-61613F-HRTimeline
Rockwood Wealth Management, LLC106,159$3.12M0.27%-38313F-HRTimeline
Rehmann Capital Advisory Group103,624$3.04M0.18%-36413F-HRTimeline
RW Investment Management LLC102,463$3.01M0.34%013F-HRTimeline
United Wealth Management, LLC100,741$2.96M0.86%-3,49813F-HRTimeline
Global Retirement Partners, LLC97,722$2.87M0.07%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …96,697$2.84M0.06%+83,08113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…93,423$2.74M0.01%-33613F-HR/ATimelineGroup
Factor Wealth Management LTD92,242$2.71M0.74%+5,72513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC91,508$2.69M0.21%-3,99213F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC90,762$2.67M1.62%-20,79213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding89,847$2.64M+1,890Timeline
NORTHWEST WEALTH MANAGEMENT, LLC89,824$2.64M0.48%-1,85013F-HRTimeline
Physician Wealth Solutions Inc.89,767$2.64M1.22%-5,36913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD88,081$2.59M1.34%+67013F-HRTimeline
Western Wealth Management, LLC86,891$2.55M0.15%-3,44613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC85,278$2.5M0.06%-10,54513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC84,850$2.49M<0.01%+71013F-HRTimelineGroup
Squire Investment Management Company, L…84,466$2.48M0.91%+7713F-HRTimeline
Accurate Wealth Management, LLC80,845$2.4M0.37%new13F-HRTimeline
Physician Wealth Advisors, Inc.81,210$2.39M0.37%+3413F-HRTimeline
BCO Wealth Management LLC80,643$2.37M1.69%-25013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…79,886$2.35M<0.01%+13,21813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP79,061$2.31M<0.01%+20,15313F-HRTimelineGroup
HMV Wealth Advisors, LLC78,533$2.31M1.51%-13013F-HRTimeline
Steward Partners Investment Advisory, L…78,161$2.3M0.02%+31,81913F-HRTimeline
Topsail Wealth Management, LLC76,595$2.25M0.41%+67513F-HRTimeline
Graves Light Lenhart Wealth, Inc.74,206$2.18M0.26%+62,33813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC72,209$2.12M<0.01%-18,40613F-HRTimelineGroup
Aquire Wealth Advisors, LLC70,284$2.06M0.55%+39013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC70,136$2.06M1.86%-76213F-HRTimeline
MAI Capital Management69,373$2.04M0.01%013F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC69,080$2.03M1.89%-68513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP68,678$2.02M0.01%-70213F-HRTimelineGroup
Waypoint Wealth Partners Inc.66,899$1.96M0.48%-1,00013F-HRTimeline
LAM GROUP, INC.66,529$1.95M1.31%-1013F-HRTimeline
JDH Wealth Management, LLC66,146$1.94M1.49%-4,31213F-HRTimeline
Quad-Cities Investment Group, LLC66,134$1.94M0.88%+3,60913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.65,802$1.93M1.22%-1,12913F-HRTimeline
Orion Porfolio Solutions, LLC65,643$1.93M0.02%+23,70113F-HR/ATimeline
Wealth Advisors Northwest LLC65,436$1.92M1.01%-2,39313F-HRTimeline
Alpha Financial Advisors, LLC65,322$1.92M0.74%-1,71113F-HRTimeline
Financial Harvest, LLC64,231$1.89M1.41%new13F-HRTimeline
Retirement Solution LLC64,225$1.89M0.48%+6,27013F-HR/ATimeline
Legacy Capital Wealth Partners, LLC64,083$1.88M0.43%new13F-HRTimeline
Lansing Street Advisors63,381$1.86M0.55%+78013F-HRTimeline
McGrath & Associates, Inc.63,181$1.86M3.02%+24,23113F-HRTimeline
Avantax Planning Partners, Inc.62,443$1.83M0.06%-10,71813F-HRTimeline
WCG Wealth Advisors LLC61,216$1.8M0.12%new13F-HRTimeline
AE Wealth Management LLC60,773$1.78M0.01%-3,19913F-HRTimeline
CHOREO, LLC60,483$1.78M0.02%+19,70813F-HRTimeline
Liberty Capital Management, Inc.60,457$1.78M0.36%013F-HRTimeline
Applied Capital LLC60,417$1.77M0.78%-42513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…60,318$1.77M0.68%-2,49713F-HRTimeline
New Dimensions Wealth Management, LLC58,564$1.72M1.57%-74913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC58,473$1.72M0.04%+34013F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…58,115$1.71M0.01%-1,91413F-HRTimelineGroup
Atlas Private Wealth Advisors58,027$1.7M0.22%new13F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA57,734$1.7M0.31%+1,03513F-HRTimeline
Astra Wealth Partners LLC57,511$1.69M1.36%-43213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC55,575$1.63M0.71%-10,06613F-HRTimeline
Berger Financial Group, Inc54,596$1.6M0.1%+3,65813F-HRTimeline
Merit Financial Group, LLC52,697$1.55M0.02%+1,56013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC52,428$1.54M0.28%+9,39913F-HRTimeline
Investmark Advisory Group LLC52,284$1.54M0.72%-23813F-HRTimeline
IFG Advisors, LLC51,752$1.52M0.26%+9713F-HRTimeline
Vannoy Advisory Group, Inc.51,148$1.5M1.04%-45113F-HRTimeline
Perigon Wealth Management, LLC50,981$1.5M0.03%+8613F-HRTimeline
Unconventional Investor, LLC48,888$1.44M0.79%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC48,677$1.43M1.02%+8713F-HRTimeline
Cypress Point Wealth Management, LLC48,565$1.43M0.35%+2,09313F-HRTimeline
Total Clarity Wealth Management, Inc.47,965$1.41M0.4%+20,12213F-HRTimeline
Brady Martz Wealth Solutions, LLC47,614$1.4M0.27%-71113F-HRTimeline
Savvy Advisors, Inc.47,311$1.39M0.09%+16,13013F-HRTimeline
Mesirow Financial Investment Management…47,286$1.39M0.03%+6,43213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO47,150$1.38M0.35%13F-HRTimeline
Security Financial Services, INC.47,127$1.38M0.24%-37913F-HRTimeline
Triad Wealth Partners, LLC46,923$1.38M0.28%new13F-HRTimeline
Life Planning Partners, Inc46,761$1.37M1.09%+613F-HRTimeline
Beacon Pointe Advisors, LLC45,691$1.34M0.01%-1313F-HRTimeline
Krilogy Financial LLC45,132$1.33M0.08%-87913F-HRTimeline
Clarity Capital Advisors, LLC45,092$1.32M0.77%+24313F-HRTimeline
Kathleen S. Wright Associates Inc.44,619$1.31M0.51%+4,07913F-HRTimeline
NewEdge Advisors, LLC44,576$1.31M0.01%+8,76413F-HRTimeline
Canandaigua National Trust Co of Florida44,430$1.3M0.93%+32,93813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers44,108$1.29M<0.01%+4,22513F-HRTimelineGroup
VERITY Wealth Advisors43,719$1.28M0.86%013F-HRTimeline
Heritage Wealth Management, Inc. /CA/42,859$1.26M0.95%-4,10413F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC42,331$1.24M0.8%-57013F-HRTimeline
Cannon Financial Strategists, Inc.42,155$1.24M0.2%+19,28213F-HRTimeline
CVA Family Office, LLC42,088$1.24M0.17%+1,34113F-HRTimeline
Prudent Man Investment Management, Inc.49,363$1.23M0.68%013F-HRTimeline
Arista Wealth Management, LLC41,683$1.22M0.17%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.41,634$1.22M0.49%-17513F-HRTimeline
KM Capital Management Ltd.40,123$1.18M0.58%+49313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC39,949$1.17M<0.01%+9313F-HRTimelineGroup
Spinnaker Investment Group, LLC39,375$1.16M0.27%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…39,133$1.15M0.19%+1,67213F-HRTimeline
FMR LLCin group FMR LLC39,080$1.15M<0.01%+13,74013F-HRTimelineGroup
TruNorth Capital Management, LLC38,726$1.14M0.25%013F-HRTimeline
Fiduciary Alliance LLC38,488$1.13M0.08%new13F-HRTimeline
DIVERSIFIED TRUST CO38,077$1.12M0.02%013F-HRTimeline
Corus Family Wealth Advisors37,992$1.12M0.79%-32,48313F-HRTimeline
Wealthstream Advisors, Inc.37,983$1.12M0.19%-8513F-HRTimeline
Pallas Capital Advisors LLC37,587$1.1M0.04%013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC37,170$1.09M0.23%+1,42913F-HRTimelineGroup
Zhang Financial LLC36,989$1.09M0.05%+16713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC36,982$1.09M<0.01%+14613F-HRTimelineGroup
Montis Financial, LLC36,388$1.07M0.3%-75413F-HRTimeline
M Wealth Management, LLC36,170$1.06M0.98%-26313F-HRTimeline
Westmount Partners, LLC36,105$1.06M0.29%013F-HRTimeline
SAGE RHINO CAPITAL LLC36,002$1.06M0.22%-1,67713F-HRTimeline
Intelligent Financial Strategies35,705$1.05M0.56%013F-HRTimeline
Clark Asset Management, LLC35,693$1.05M0.14%+4,15813F-HRTimeline
waypoint wealth counsel35,606$1.05M0.52%+89313F-HRTimeline
Parkwoods Wealth Partners, LLC35,556$1.04M0.6%+5,44413F-HRTimeline
CURIO WEALTH, LLC35,075$1.03M0.45%+35,05313F-HRTimeline
Dynamic Advisor Solutions LLC34,607$1.02M0.03%-2,41213F-HRTimeline
Foundation Wealth Management, LLC\PA34,220$1.01M0.43%-73313F-HRTimeline
Cresset Asset Management, LLC34,212$1M0.01%-4,05113F-HR/ATimeline
LaSalle St. Investment Advisors, LLC34,063$1M0.27%-85913F-HRTimeline
Investment Planning Advisors, Inc.33,803$993K0.35%+1,68413F-HRTimeline
Midwest Trust Co33,104$972K0.01%13F-HRTimeline
Janney Montgomery Scott LLC32,750$962K<0.01%-1,92113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…32,141$944K0.22%-1,38113F-HRTimeline
Tortoise Investment Management, LLC31,938$938K0.09%013F-HRTimeline
EVOKE WEALTH, LLC31,159$915K0.02%-9,24113F-HRTimeline
Leading Edge Financial Planning LLC31,062$912K0.25%-1,52813F-HRTimeline
Five Oceans Advisors30,943$909K0.39%+1,62213F-HRTimeline
Disciplined Investors, L.L.C.30,932$908K0.71%+29113F-HRTimeline
Blue Trust, Inc.30,550$897K0.01%+34413F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.30,531$897K0.23%+3,61413F-HRTimeline
Tanglewood Legacy Advisors, LLC30,200$887K0.36%013F-HRTimeline
Safeguard Investment Advisory Group, LLC30,127$885K0.22%-4,11613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp29,950$880K<0.01%013F-HRTimelineGroup
Francis Financial, Inc.29,119$855K0.2%-2,81013F-HRTimeline
Red Wave Investments LLC28,765$845K0.28%-33813F-HRTimeline
Nicholas Hoffman & Company, LLC.28,329$832K0.02%+6013F-HRTimeline
CFS Investment Advisory Services, LLC28,200$828K0.07%013F-HRTimeline
Annandale Capital, LLC27,833$817K0.15%+5,54013F-HRTimeline
Partners in Financial Planning27,171$798K0.15%+25113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…26,421$776K0.01%+10,47313F-HRTimelineGroup
Quadrant Private Wealth Management, LLC26,178$769K0.16%013F-HRTimeline
Lynx Investment Advisory25,607$752K0.49%-1,99713F-HRTimeline
Shakespeare Wealth Management, LLC25,554$751K0.2%+1,47213F-HRTimeline
Meredith Wealth Planning25,478$748K0.27%new13F-HRTimeline
Brewster Financial Planning LLC25,469$748K0.5%013F-HRTimeline
IEQ CAPITAL, LLC25,228$741K<0.01%new13F-HRTimeline
Wharton Business Group, LLC25,090$737K0.03%new13F-HRTimeline
Evercore Wealth Management, LLC25,000$734K0.01%013F-HRTimeline
Cascade Wealth Advisors, Inc24,288$733K0.41%new13F-HRTimeline
Freedom Investment Management, Inc.24,700$725K0.06%+47313F-HRTimeline
Hill Investment Group Partners, LLC24,567$722K0.09%-36413F-HRTimeline
Midwest Heritage Bank, FSB24,239$712K0.27%+613F-HRTimeline
Waterfront Wealth Inc.24,158$710K0.16%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC24,101$708K0.09%-1,03913F-HRTimeline
MASECO LLP24,096$708K0.03%13F-HRTimeline
SCRATCH CAPITAL LLC23,901$702K0.57%+1,21413F-HRTimeline
LJI Wealth Management, LLC23,617$694K0.12%+24013F-HRTimeline
Rise Advisors, LLC22,903$673K0.27%+28413F-HRTimeline
Kaufman Rossin Wealth, LLC22,799$670K0.42%-88513F-HRTimeline
Sprinkle Financial Consultants LLC22,443$659K0.4%+3,35613F-HRTimeline
Elser Financial Planning, Inc22,303$655K0.82%013F-HR/ATimeline
Inscription Capital, LLC22,136$650K0.09%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.22,105$649K0.04%-8913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP21,948$645K0.01%+5,06513F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …21,106$642K0.04%-4,56813F-HRTimelineGroup
Stewardship Advisors, LLC21,699$637K0.16%-10313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,436$630K<0.01%+1,27813F-HRTimeline
KOM Wealth Management Group, LLC21,227$623K0.49%-88713F-HRTimeline
Oak Wealth Advisors LLC21,041$618K0.4%+5613F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors20,468$601K0.09%-21413F-HRTimelineGroup
TFB Advisors LLC20,204$593K0.16%-1,50213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC20,062$589K0.01%-2,46913F-HRTimeline
Financial Alternatives, Inc19,943$586K0.38%-2,03913F-HRTimeline
DecisionPoint Financial, LLC19,305$567K0.14%-10513F-HRTimeline
Independent Wealth Network Inc.19,310$567K0.21%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,290$567K<0.01%new13F-HRTimelineGroup
JB Capital LLC19,157$563K0.03%+23513F-HRTimeline
Sanctuary Advisors, LLC19,115$561K<0.01%+813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO19,030$559K<0.01%new13F-HRTimelineGroup
Holcombe Financial, Inc.19,010$558K0.42%-40813F-HRTimeline
Boyce & Associates Wealth Consulting, I…18,828$553K0.5%-61913F-HRTimeline
Parkside Financial Bank & Trust18,336$539K0.06%013F-HRTimeline
CERTUITY, LLC18,030$530K0.05%new13F-HRTimeline
RB Capital Management, LLC17,985$528K0.12%-77213F-HRTimeline
Eaton Financial Holdings Company, LLC17,893$526K0.16%new13F-HRTimeline
Advisors Capital Management, LLC17,803$523K0.01%-1,28313F-HRTimeline
Two West Capital Advisors LLC17,134$516K0.34%013F-HRTimeline
Jentner Corp17,270$507K0.14%new13F-HRTimeline
SIGNATUREFD, LLC17,094$502K0.01%+13113F-HRTimeline