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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
Clearstead Advisors, LLC13,923$346K0.01%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp13,766$342K0.02%-75013F-HRTimelineGroup
Shotwell Rutter Baer Inc13,920$342K0.29%-48913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC13,691$340K0.07%013F-HRTimeline
Certified Advisory Corp13,609$338K0.04%+12513F-HRTimeline
Magnolia Private Wealth, LLC13,557$337K0.3%13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC13,525$336K0.01%013F-HRTimeline
Florida Trust Wealth Management Co13,483$335K0.01%013F-HRTimeline
Falcon Wealth Planning13,334$331K0.04%-14,75613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,310$331K<0.01%+5213F-HRTimelineGroup
Strategent Financial, LLC13,040$324K0.32%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…12,287$317K0.12%013F-HRTimeline
FUTURE YOU WEALTH LLC12,683$315K0.22%13F-HRTimeline
25 LLC12,539$312K0.13%+1,33413F-HRTimeline
Root Financial Partners, LLC12,412$309K0.04%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…12,374$308K0.01%new13F-HRTimeline
MOTCO12,372$308K0.03%013F-HRTimeline
Kingsview Wealth Management, LLC12,292$306K0.01%+47313F-HRTimeline
Gemmer Asset Management LLC12,243$304K0.03%-33813F-HRTimeline
Sage Mountain Advisors LLC12,189$303K0.02%013F-HRTimeline
STOCK YARDS BANK & TRUST CO12,130$302K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC12,018$299K0.22%13F-HRTimeline
Total Wealth Planning, LLC11,982$298K0.05%013F-HRTimeline
American Financial Advisors, LLC11,928$297K0.04%013F-HRTimeline
McCarthy Asset Management, Inc.11,916$296K0.21%-16,60313F-HRTimeline
Ullmann Wealth Partners Group, LLC11,789$293K0.04%+4413F-HRTimeline
THREADGILL FINANCIAL, LLC11,718$291K0.15%013F-HRTimeline
Retirement Planning Group, LLC11,715$291K0.01%+10313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,601$288K0.01%013F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC11,734$288K0.03%013F-HRTimelineGroup
Burk Holdings LLC11,191$278K0.22%13F-HRTimeline
Better Money Decisions, LLC11,126$277K0.19%+10413F-HRTimeline
IFP Advisors, Inc11,072$275K0.01%+1,88813F-HRTimeline
MGO ONE SEVEN LLC10,965$273K0.01%new13F-HRTimeline
Joel Adams & Associates, Inc.10,956$272K0.25%13F-HRTimeline
AssuredPartners Investment Advisors, LLC10,800$268K0.05%13F-HRTimeline
Hidden Cove Wealth Management, LLC10,764$268K0.22%13F-HRTimeline
Caprock Group, LLC10,437$259K0.01%013F-HRTimeline
Clayton Financial Group LLC10,420$259K0.09%013F-HRTimeline
SAGE FINANCIAL GROUP INC10,263$255K0.02%013F-HRTimeline
Level Wealth Management LLC10,218$254K0.18%13F-HR/ATimeline
Michael A. Dubis Financial Planning, LLC9,984$248K0.24%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,926$247K0.01%+75813F-HRTimeline
HUB Investment Partners, LLC9,882$246K0.01%+4113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT9,717$242K0.03%013F-HRTimeline
Kovack Advisors, Inc.9,520$237K0.02%013F-HRTimeline
American Capital Advisory, LLC9,344$232K0.13%+2413F-HRTimeline
TABLEAUX LLC9,272$230K0.19%13F-HRTimeline
MB Generational Wealth, LLC9,091$226K0.17%+14113F-HRTimeline
Chico Wealth RIA9,052$225K0.2%+79313F-HRTimeline
Sigma Planning Corp8,950$223K0.01%+4413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,928$222K<0.01%013F-HRTimelineGroup
Wescott Financial Advisory Group, LLC8,852$220K0.02%+6913F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…8,674$216K0.08%-21713F-HRTimelineGroup
Waverly Advisors, LLC8,669$216K<0.01%+8113F-HRTimeline
World Investment Advisors8,587$213K0.01%+16113F-HRTimeline
Everest Private Wealth8,585$213K0.19%13F-HRTimeline
MJP ASSOCIATES INC /ADV8,515$212K0.04%+4413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,515$212K0.02%+4413F-HRTimelineGroup
Marcum Wealth, LLC8,415$209K0.02%+2713F-HRTimeline
BWM Planning, LLC8,356$208K0.09%+7713F-HRTimeline
HEADINVEST, LLC8,322$207K0.04%-93413F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC8,162$203K0.17%-42213F-HRTimeline
Independent Advisor Alliance8,157$203K<0.01%new13F-HRTimeline
Milestone Asset Management Group, LLC8,129$202K0.18%13F-HRTimeline
McGrath & Associates, Inc.8,115$202K0.41%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,091$201K<0.01%+8,05713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,091$201K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management7,701$191K0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC7,448$185K<0.01%-5,24713F-HRTimeline
Vermillion Wealth Management, Inc.7,235$180K0.09%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,204$180K<0.01%-50413F-HRTimelineGroup
BOKF, NAin group BOKF, NA6,991$172K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,403$159K<0.01%013F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC6,246$155K0.06%013F-HRTimeline
True Wealth Design, LLC6,024$150K0.06%013F-HRTimeline
VSM Wealth Advisory, LLC5,867$146K0.05%13F-HRTimeline
Parallel Advisors, LLC5,388$134K<0.01%+3,08913F-HRTimeline
First Horizon Advisors, Inc.5,274$131K<0.01%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.5,184$129K0.09%-58913F-HRTimeline
City State Bank5,000$124K0.04%013F-HRTimeline
Investors Research Corp4,911$122K0.03%013F-HRTimeline
Cedar Wealth Management, LLC4,709$117K0.04%013F-HRTimeline
Farther Finance Advisors, LLC4,524$112K<0.01%-58813F-HRTimeline
Beaird Harris Wealth Management, LLC4,421$110K0.01%013F-HRTimeline
Smartleaf Asset Management LLC4,237$105K0.01%+3,85413F-HRTimeline
Coston, McIsaac & Partners4,169$103K0.03%+3113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,079$101K<0.01%+3,65813F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,968$98.6K<0.01%+3713F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC3,951$98.2K0.02%+1,67613F-HRTimeline
HARBOUR INVESTMENTS, INC.3,698$91.9K<0.01%+413F-HRTimeline
Orion Capital Management LLC3,464$86.1K0.04%new13F-HRTimeline
Navigoe, LLC3,319$82K0.08%13F-HRTimeline
Golden State Wealth Management, LLC3,218$80K0.01%13F-HRTimeline
Washington Trust Advisors, Inc.3,207$79.7K0.01%013F-HRTimeline
Salomon & Ludwin, LLC2,595$64.5K0.01%013F-HRTimeline
Heritage Wealth Advisors2,517$62.6K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,475$61.5K0.02%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,385$59.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,239$55.7K<0.01%+713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,221$55.2K<0.01%+1,01213F-HRTimelineGroup
Coppell Advisory Solutions LLC2,148$53.4K0.01%-22813F-HRTimeline
Householder Group Estate & Retirement S…2,127$52K0.04%-4,46913F-HRTimeline
AlphaMark Advisors, LLC2,092$52K0.02%013F-HRTimeline
McIlrath & Eck, LLC2,049$50.9K0.01%+1913F-HRTimeline
AdvisorNet Financial, Inc2,019$50.2K<0.01%-1,41813F-HRTimeline
EnRich Financial Partners LLC1,854$46.1K0.02%013F-HRTimeline
WASHINGTON TRUST Co1,712$42.6K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,534$38.1K0.02%+1,24313F-HRTimeline
Pillar Financial Advisors, LLC1,354$33.6K0.03%13F-HRTimeline
Avior Wealth Management, LLC1,307$32.5K<0.01%-35513F-HRTimeline
Medallion Wealth Advisors, LLC1,258$31.3K0.02%13F-HRTimeline
Key Financial Inc1,225$30.5K0.01%013F-HRTimeline
Private Wealth Management Group, LLC1,174$29.2K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,156$28.7K<0.01%013F-HRTimeline
Continuum Advisory, LLC1,102$27.4K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC883$22K0.01%13F-HRTimeline
Winch Advisory Services, LLC580$14.4K<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.557$13.8K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC460$11.4K<0.01%new13F-HRTimeline
ORG Partners LLC459$11.4K<0.01%013F-HRTimeline
CoreFirst Bank & Trust330$8.2K<0.01%013F-HRTimeline
HBC Financial Services, PLLC330$8K<0.01%new13F-HRTimeline
Bare Financial Services, Inc309$7.68K<0.01%-813F-HRTimeline
Van Hulzen Asset Management, LLC283$7.04K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC274$6.81K<0.01%13F-HRTimeline
Spurstone Advisory Services, LLC189$4.7K0.09%13F-HRTimeline
WR Wealth Planners, LLC174$4.33K<0.01%013F-HRTimeline
CENTRAL TRUST Co159$3.95K<0.01%013F-HRTimeline
JNBA Financial Advisors152$3.78K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.127$3.16K<0.01%13F-HRTimeline
Transce3nd, LLC30$746<0.01%13F-HRTimeline
Qube Research & Technologies Ltd14$348<0.01%-2,63013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.