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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
Focus Partners Wealthgroup of 2 filers holding14,809,157$368M+789,153Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,355,444$208M-759,194Timeline
LPL Financial LLC7,575,686$188M0.08%+83,64613F-HRTimeline
Geometric Wealth Advisors7,562,856$188M34.19%+364,59613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,026,546$150M0.22%+324,45313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,483,158$136M18.02%-150,02113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,093,682$127M0.65%-63,41113F-HRTimelineGroup
Allworth Financial LP4,744,466$120M0.66%+159,21613F-HRTimeline
Great Waters Wealth Management4,606,324$115M14.69%+710,72313F-HRTimeline
Plancorp, LLC4,139,497$103M4.23%-20,92613F-HRTimeline
RFG Advisory, LLC3,828,009$95.2M2.69%+254,24013F-HRTimeline
COMERICA BANK3,818,106$94.9M0.38%-273,10513F-HR/ATimeline
JFS WEALTH ADVISORS, LLC3,795,593$94.4M6.45%+13,66813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,718,191$92.4M0.25%+66,15813F-HRTimelineGroup
Triune Financial Partners, LLC3,691,185$91.8M28.89%+188,61213F-HRTimeline
ALERUS FINANCIAL NA3,548,083$88.2M6.75%-40,99713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,165,863$78.7M0.35%-93,68113F-HRTimelineGroup
Planning Center, Inc.2,914,747$72.5M9.19%+37,25213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,906,218$72.2M0.02%+1,772,93313F-HRTimelineGroup
GeoWealth Management, LLC2,751,747$68.4M2.24%+1,241,76113F-HRTimeline
UBS Group AGin group UBS Group AG2,747,347$68.3M0.02%-1,783,42013F-HRTimelineGroup
D.A. DAVIDSON & CO.2,665,320$66.3M0.54%+66,31113F-HRTimeline
Evanson Asset Management, LLC2,638,492$65.6M4.49%+12,94313F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,479,098$61.6M3.36%+11,24913F-HRTimeline
Asset Dedication, LLC2,424,853$60.3M4.74%-99,55613F-HRTimeline
Core Wealth Management, Inc.2,290,539$56.9M22.25%+27,66113F-HRTimeline
Capstone Financial Advisors, Inc.2,217,826$55.1M3.41%-16,52813F-HRTimeline
New Capital Management LP2,190,118$54.4M15.92%-4,58213F-HRTimeline
Tumwater Wealth Management, LLC2,149,170$53.4M28.02%13F-HRTimeline
Morton Capital Management LLC/CA2,038,129$50.7M9.56%-44,35713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,030,631$50.5M4.1%+9,75213F-HR/ATimeline
Greenspring Advisors, LLC1,982,489$49.3M10.75%-22,72513F-HRTimeline
FACTORY MUTUAL INSURANCE CO1,937,480$48.2M0.52%013F-HRTimeline
Financial Engines Advisors L.L.C.1,859,290$46.2M0.1%+549,14313F-HRTimeline
Creative Capital Management Investments…1,834,219$45.6M19.07%+76,74513F-HRTimeline
BetterWealth, LLC1,754,718$43.6M12.02%+832,92613F-HRTimeline
Glassman Wealth Services1,710,948$42.5M7.16%+115,08313F-HRTimeline
BAKER BOYER NATIONAL BANK1,672,978$41.6M14.37%+5,67313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,634,972$40.6M5.14%-24,23313F-HRTimeline
Trellis Wealth Advisors LLC1,549,975$38.5M19.38%+29,56813F-HRTimeline
Altiora Financial Group, LLC1,521,559$37.8M8.23%-1,09213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,495,523$37.2M0.01%13F-HR/ATimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,479,291$36.8M0.71%-52,16813F-HRTimeline
ShankerValleau Wealth Advisors, Inc.1,457,863$36.2M11.64%+78,89913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,432,749$35.6M<0.01%-136,18713F-HRTimelineGroup
Confluence Wealth Services, Inc.1,365,020$34.8M2.27%+148,81713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,319,106$32.8M0.54%-7,11713F-HR/ATimelineGroup
Financial Symmetry Inc1,308,728$32.5M22.05%-99,71713F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,301,606$32.4M3.09%+12,20413F-HRTimeline
Private Advisor Group, LLC1,296,357$32.2M0.18%+54,70913F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.1,261,871$31.4M16.75%13F-HRTimeline
BlueSky Wealth Advisors, LLC1,254,599$31.2M4.88%+23,40313F-HRTimeline
Cardinal Point Capital Management ULC1,232,560$30.6M4.86%+100,45713F-HRTimeline
N.E.W. Advisory Services LLC1,203,751$29.9M2.84%+278,25313F-HRTimeline
VANCE WEALTH, LLC1,113,860$27.7M10.69%+13,35413F-HRTimeline
Onyx Financial Advisors, LLC1,083,039$26.9M14.77%+39,54913F-HRTimeline
Babb Wealth Advisors LLC1,070,385$26.6M21.44%13F-HRTimeline
Warburton Capital Management, LLC1,052,845$26.2M19.61%13F-HRTimeline
Strathmore Capital Advisors, Inc.1,036,515$25.8M18.75%13F-HRTimeline
Meridian Wealth Partners, LLC1,002,222$24.9M3.78%-2,97913F-HRTimeline
LRI Investments, LLC993,253$24.7M2.38%-2,88513F-HRTimeline
TCI Wealth Advisors, Inc.955,886$23.8M1.99%+46,37113F-HRTimeline
HighTower Advisors, LLC954,457$23.7M0.03%+64513F-HRTimeline
OneDigital Investment Advisors LLC908,539$22.6M0.26%-16,47613F-HRTimeline
Apella Capital, LLC872,892$21.7M0.83%-25,81613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…867,159$21.6M0.04%+48,47713F-HR/ATimeline
Sensible Money, LLC866,633$21.5M9.45%-14,56013F-HRTimeline
Shearwater Capital LLC805,036$20M13.58%+15,77813F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC796,149$19.8M15.84%13F-HRTimeline
Symmetry Partners, LLC777,950$19.3M2.75%+315,27613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP755,910$18.8M0.03%-3,64513F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /750,702$18.7M7.02%+194,56313F-HRTimeline
Destiny Wealth Partners, LLC736,804$18.3M2.99%+22,04313F-HRTimeline
ASPIRIANT, LLC735,212$18.3M0.66%013F-HRTimeline
Chicago Partners Investment Group LLC727,955$18.1M0.6%+41,13613F-HRTimeline
MilWealth Group LLC705,994$17.6M4.79%+443,86313F-HRTimeline
Conrad Siegel Investment Advisors, Inc.685,597$17M4.59%+60,66713F-HRTimeline
Glassy Mountain Advisors, Inc.680,404$16.9M5.79%+23,16613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC679,361$16.9M0.13%-8,55413F-HRTimelineGroup
David Wealth Management LLC677,356$16.8M13.91%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding674,518$16.8M+51,401Timeline
CAHILL FINANCIAL ADVISORS INC653,059$16.2M2.2%+1,07213F-HRTimeline
Vested Financial Planning, LLC636,212$15.8M14.98%13F-HRTimeline
Sequoia Financial Advisors, LLC632,893$15.7M0.15%+26,34313F-HR/ATimeline
Wolfstich Capital, LLC625,980$15.6M13.8%13F-HRTimeline
EP Wealth Advisors, LLC621,555$15.5M0.13%+259,25713F-HRTimeline
HTG Investment Advisors, Inc.618,217$15.4M7.03%+14,26813F-HRTimeline
Momentous Wealth Management, Inc.612,299$15.2M12.62%13F-HRTimeline
Essential Planning, LLC.581,400$15.1M0.1%+572,45613F-HRTimeline
Prosperity Planning, Inc.604,898$15M4.82%-2,98613F-HRTimeline
IFG Advisory, LLC579,819$14.4M0.82%+24,09213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.572,542$14.2M4.58%+45,97013F-HRTimeline
BRIGHTON JONES LLC568,757$14.1M0.41%+45,87213F-HR/ATimeline
CHERRYDALE WEALTH MANAGEMENT, LLC566,567$14.1M5.45%-55,92413F-HRTimeline
Elser Financial Planning, Inc559,163$13.9M1.02%+536,86013F-HRTimeline
Grunden Financial Advisory, Inc.554,755$13.8M6.66%-73213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV539,593$13.4M0.03%-633,81513F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC535,336$13.3M7.42%-37,90413F-HRTimeline
Tassel Capital Management, Inc.524,125$13M11.56%13F-HRTimeline
Modera Wealth Management, LLC514,358$12.8M0.15%+7,78913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC511,356$12.7M0.29%-28,14113F-HRTimeline
Ruedi Wealth Management, Inc.472,925$11.8M3.71%+14,95013F-HRTimeline
North Ridge Wealth Advisors, Inc.471,969$11.7M8.12%+8,68113F-HRTimeline
Lauterbach Financial Advisors, LLC464,030$11.5M7%-47413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…451,082$11.2M0.02%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO445,869$11.1M<0.01%-3,85013F-HRTimelineGroup
OLD MISSION CAPITAL LLC431,117$10.7M0.25%+89,04613F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC378,073$10.2M6.82%+99313F-HRTimeline
Creative Planningin group Creative Planning406,009$10.1M0.01%-2,61013F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC400,822$9.96M3.46%-36613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.396,914$9.87M0.09%+6,08613F-HRTimelineGroup
Silver Oak Advisory Group, Inc.396,724$9.86M5.22%+1,40813F-HRTimeline
Truepoint, Inc.396,212$9.85M0.26%+16,75713F-HRTimeline
Robertson Stephens Wealth Management, L…395,340$9.83M0.35%-2,95313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.391,345$9.73M0.02%+77,31613F-HR/ATimelineGroup
Trust Co of the South390,158$9.7M1.98%+4,69813F-HRTimeline
ERn Financial, LLC383,740$9.54M1.43%+1,23313F-HRTimeline
von Borstel & Associates, Inc.383,125$9.52M3.73%+120,19513F-HRTimeline
CONQUIS FINANCIAL LLC381,633$9.49M9.71%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL382,232$9.47M3.17%+7,03013F-HRTimeline
American Investment Services, Inc.377,367$9.38M1.66%-15,17613F-HR/ATimeline
Pure Financial Advisors, LLC372,521$9.26M0.21%+10,95413F-HRTimeline
Financial Connections Group, Inc.369,060$9.17M4.41%-10,64113F-HRTimeline
Integrated Wealth Concepts LLC351,829$8.75M0.1%-29,87313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP351,064$8.73M0.01%+2,05013F-HRTimelineGroup
Hemington Wealth Management344,261$8.56M2.15%-2,03013F-HRTimeline
Cetera Investment Advisers334,041$8.3M0.02%+12,84513F-HRTimeline
SJS Investment Consulting Inc.330,984$8.23M1.42%-2,07013F-HRTimeline
Mariner, LLCin group Mariner, LLC322,581$8.02M0.01%+1,52413F-HRTimelineGroup
Cambridge Financial Group, LLC319,390$7.94M3.39%-2,26513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC316,029$7.86M1.11%-6,75213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS312,596$7.77M3.31%013F-HRTimeline
FMB WEALTH MANAGEMENT311,867$7.75M4.37%+58,72913F-HRTimeline
Porter White Investment Advisors, Inc.307,778$7.65M3.88%+4,21013F-HRTimeline
Hurlow Wealth Management Group, Inc.302,224$7.51M2.35%+15,25313F-HRTimeline
Willow Creek Wealth Management Inc.301,669$7.5M0.76%+3,00113F-HRTimeline
PBMares Wealth Management LLC292,124$7.26M1.48%+16,83713F-HRTimeline
Betterment LLC290,923$7.23M0.02%+41,76313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS285,630$7.1M0.02%-5,68413F-HRTimeline
Live Oak Private Wealth LLC282,354$7.02M1.18%+3,82813F-HRTimeline
Eldridge Investment Advisors, Inc.281,187$6.99M1.63%-20,12113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC274,653$6.83M1.77%+32,24613F-HR/ATimeline
SAX WEALTH ADVISORS, LLC274,235$6.82M0.53%-11,08913F-HRTimeline
Hassell Wealth Management, LLC265,826$6.77M2.73%+8913F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.271,561$6.75M2.74%-1,14613F-HRTimeline
Warwick Investment Management, Inc.270,846$6.73M1.39%-6,67113F-HRTimeline
Peirce Capital Management, LLC247,223$6.15M3.15%-1,44013F-HRTimeline
Capstone Wealth Management, LLC244,959$6.09M5.95%13F-HRTimeline
Aerodigm Wealth, LLC228,993$5.69M3.4%-12,49513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC226,250$5.62M2.86%+80,70713F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC223,354$5.55M2.55%+1,01213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC219,276$5.45M0.43%-33,60413F-HRTimeline
MATHER GROUP, LLC.217,898$5.42M0.07%-5,04913F-HRTimeline
Tranquilli Financial Advisor LLC214,269$5.33M3.37%+2,40013F-HRTimeline
Integrated Advisors Network LLC214,115$5.32M0.26%+10,28113F-HRTimeline
Vantage Point Financial LLC213,042$5.3M2.85%13F-HRTimeline
SC&H Financial Advisors, Inc.211,838$5.27M1.09%+1,57613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC211,821$5.27M0.05%-35513F-HRTimelineGroup
CWM, LLCin group CWM, LLC210,034$5.22M0.02%-55213F-HRTimelineGroup
Wealthspire Advisors, LLC208,569$5.19M0.05%-3,94913F-HRTimeline
DiNuzzo Private Wealth, Inc.206,560$5.14M0.65%-8,52013F-HRTimeline
Cambridge Investment Research Advisors,…189,475$4.71M0.02%-159,49513F-HRTimeline
AWM CAPITAL, LLC187,042$4.65M0.57%-13,43313F-HRTimeline
RS CRUM INC.182,663$4.54M1.12%+2,32413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/181,770$4.52M0.95%+7,86913F-HRTimeline
Investment Advisory Group, LLC174,077$4.33M1.45%-4,05513F-HRTimeline
CGN Advisors LLC168,831$4.2M0.41%+6,45613F-HRTimeline
RAM Investment Partners, LLC167,917$4.17M1.03%-40813F-HRTimeline
Canopy Partners, LLC166,046$4.13M1.58%+4,64013F-HRTimeline
RBF Capital, LLC165,000$4.1M0.21%-46,40013F-HRTimeline
Tillman Hartley LLC162,854$4.05M1.16%013F-HRTimeline
Treynor Bancshares, Inc.156,658$3.89M4.11%+34,29213F-HRTimeline
GEM Asset Management, LLC147,756$3.67M2.05%+1,26113F-HRTimeline
Evernest Financial Advisors, LLC147,094$3.66M0.95%-29,83913F-HRTimeline
Summit Wealth Group, LLC143,858$3.58M1.04%-2,28313F-HRTimeline
Cornerstone Financial Group, LLC /NE/143,560$3.57M3.52%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…143,303$3.56M0.2%+63,13213F-HRTimelineGroup
Visionary Wealth Advisors140,777$3.5M0.21%+20,43213F-HRTimeline
EARNED WEALTH ADVISORS, LLC140,247$3.49M1.12%-37013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC139,782$3.47M0.45%new13F-HRTimeline
Cyndeo Wealth Partners, LLC138,616$3.45M0.23%+1,14213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners137,146$3.41M0.56%-2,20113F-HRTimelineGroup
Heritage Wealth Management, Inc./Texas132,364$3.29M1.94%-23,44613F-HRTimeline
Ballentine Partners, LLC126,663$3.15M0.05%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC126,601$3.15M0.12%+20,70513F-HRTimeline
Elios Financial Group Inc.125,974$3.13M1.48%+6,54013F-HRTimeline
MML INVESTORS SERVICES, LLC124,485$3.1M0.01%+2,44613F-HRTimeline
Herold Advisors, Inc.123,041$3.06M0.67%+80013F-HRTimeline
Lantern Wealth Advisors, LLC123,041$3.06M1.99%+42013F-HRTimeline
Gradient Capital Advisors, LLC122,752$3.05M0.98%+7,84713F-HRTimeline
Harbor Group, Inc.119,944$2.98M0.67%+1,27313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC119,035$2.96M1.95%13F-HRTimeline
Versant Capital Management, Inc118,270$2.94M0.63%+18913F-HRTimeline
SwitchPoint Financial Planning, LLC117,940$2.93M2.81%13F-HRTimeline
Wealth Architects, LLC117,607$2.92M0.33%+9,04313F-HRTimeline
KEB ASSET MANAGEMENT, LLC114,629$2.85M0.82%+1,82313F-HRTimeline
First Financial Group Corp114,424$2.84M3.15%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY112,137$2.79M<0.01%+9,64713F-HR/ATimelineGroup
Global Retirement Partners, LLC111,270$2.77M0.08%+11,67313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP111,236$2.77M<0.01%+2313F-HRTimelineGroup