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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
Focus Partners Wealthgroup of 2 filers holding14,676,148$385M-133,009Timeline
Geometric Wealth Advisors7,930,849$208M35.51%+367,99313F-HRTimeline
LPL Financial LLC7,838,369$205M0.08%+262,68313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,701,257$202M-654,187Timeline
RFG Advisory, LLC5,744,314$151M4.07%+1,916,30513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,541,283$145M19.78%+58,12513F-HRTimeline
Allworth Financial LP5,176,023$138M0.78%+431,55713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,117,849$134M0.72%+24,16713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,083,408$133M0.19%-943,13813F-HRTimeline
Great Waters Wealth Management4,355,586$114M15.83%-250,73813F-HRTimeline
Plancorp, LLC4,120,996$108M4.28%-18,50113F-HRTimeline
JFS WEALTH ADVISORS, LLC3,817,600$100M6.77%+22,00713F-HRTimeline
Triune Financial Partners, LLC3,699,437$96.9M30.78%+8,25213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,694,150$96.8M0.27%-24,04113F-HRTimelineGroup
COMERICA BANK3,544,326$92.9M0.39%-273,78013F-HRTimeline
ALERUS FINANCIAL NA3,535,218$92.6M7.42%-12,86513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,439,056$90.1M0.02%+532,83813F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,179,123$83.3M0.36%+13,26013F-HRTimelineGroup
Planning Center, Inc.2,916,306$76.4M9.04%+1,55913F-HRTimeline
FACTORY MUTUAL INSURANCE CO2,860,480$74.9M0.87%+923,00013F-HRTimeline
D.A. DAVIDSON & CO.2,766,610$72.5M0.58%+101,29013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,749,541$72M3.95%+270,44313F-HRTimeline
GeoWealth Management, LLC2,668,377$69.9M2.81%-83,37013F-HRTimeline
UBS Group AGin group UBS Group AG2,637,844$69.1M0.02%-109,50313F-HRTimelineGroup
Evanson Asset Management, LLC2,384,699$62.5M4.43%-253,79313F-HRTimeline
Core Wealth Management, Inc.2,330,280$61.1M23.43%+39,74113F-HRTimeline
New Capital Management LP2,253,096$59M16.94%+62,97813F-HRTimeline
Tumwater Wealth Management, LLC2,185,457$57.3M29.87%+36,28713F-HRTimeline
Asset Dedication, LLC2,174,573$57M4.62%-250,28013F-HRTimeline
Capstone Financial Advisors, Inc.2,168,282$56.8M3.56%-49,54413F-HRTimeline
Morton Capital Management LLC/CA2,116,786$55.5M10.71%+78,65713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,957,773$51.5M4.07%-72,85813F-HRTimeline
Creative Capital Management Investments…1,959,697$51.3M19.82%+125,47813F-HRTimeline
Financial Engines Advisors L.L.C.1,832,416$48M0.1%-26,87413F-HRTimeline
BetterWealth, LLC1,794,893$47M13.2%+40,17513F-HRTimeline
Glassman Wealth Services1,788,635$46.9M7.84%+77,68713F-HRTimeline
Greenspring Advisors, LLC1,766,764$46.3M10.98%-215,72513F-HRTimeline
BAKER BOYER NATIONAL BANK1,689,779$44.3M16.33%+16,80113F-HRTimeline
HFM Investment Advisors, LLC1,679,564$44M21.34%13F-HRTimeline
Confluence Wealth Services, Inc.1,563,959$41.2M2.59%+198,93913F-HRTimeline
Trellis Wealth Advisors LLC1,555,655$40.8M19.78%+5,68013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,535,422$39.8M5.28%-99,55013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,507,375$39.5M<0.01%+74,62613F-HRTimelineGroup
Altiora Financial Group, LLC1,481,629$38.8M8.25%-39,93013F-HRTimeline
ShankerValleau Wealth Advisors, Inc.1,439,354$37.7M12.25%-18,50913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,437,851$37.7M0.01%-57,67213F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,430,766$37.5M0.7%-48,52513F-HRTimeline
Financial Symmetry Inc1,390,134$36.4M22.37%+81,40613F-HRTimeline
N.E.W. Advisory Services LLC1,325,007$34.7M2.66%+121,25613F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,314,393$34.4M3.33%+12,78713F-HRTimeline
BlueSky Wealth Advisors, LLC1,312,871$34.4M5.33%+58,27213F-HRTimeline
Private Advisor Group, LLC1,304,586$34.2M0.21%+8,22913F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.1,294,142$33.9M17.8%+32,27113F-HRTimeline
Cardinal Point Capital Management ULC1,278,063$33.5M3.08%+45,50313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,207,418$31.6M0.52%-111,68813F-HRTimelineGroup
Onyx Financial Advisors, LLC1,146,440$30M15.89%+63,40113F-HRTimeline
Warburton Capital Management, LLC1,109,670$29.1M21.05%+56,82513F-HRTimeline
Babb Wealth Advisors LLC1,101,163$28.9M23.12%+30,77813F-HRTimeline
LRI Investments, LLC1,100,527$28.8M2.79%+107,27413F-HRTimeline
VANCE WEALTH, LLC1,094,442$28.7M10.78%-19,41813F-HRTimeline
Apella Capital, LLC1,060,948$26.5M0.91%+188,05613F-HRTimeline
TCI Wealth Advisors, Inc.986,778$25.9M2.07%+30,89213F-HRTimeline
HighTower Advisors, LLC963,930$25.3M0.03%+9,47313F-HRTimeline
Meridian Wealth Partners, LLC948,582$24.9M3.97%-53,64013F-HRTimeline
OneDigital Investment Advisors LLC891,552$23.4M0.28%-16,98713F-HRTimeline
Sensible Money, LLC835,632$21.9M9.38%-31,00113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC830,205$21.8M18.17%+34,05613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…819,862$21.5M0.04%-47,29713F-HRTimeline
Shearwater Capital LLC810,617$21.2M14.92%+5,58113F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV758,998$19.9M0.05%+219,40513F-HRTimeline
Symmetry Partners, LLC758,727$19.9M2.76%-19,22313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP747,207$19.6M0.03%-8,70313F-HRTimelineGroup
ASPIRIANT, LLC745,315$19.5M0.68%+10,10313F-HRTimeline
Chicago Partners Investment Group LLC704,793$19.3M0.64%-23,16213F-HRTimeline
Momentous Wealth Management, Inc.723,859$19M13.42%+111,56013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC713,213$18.7M2.54%+60,15413F-HRTimeline
Conrad Siegel Investment Advisors, Inc.712,934$18.7M4.79%+27,33713F-HRTimeline
MilWealth Group LLC709,799$18.6M5.12%+3,80513F-HRTimeline
CLARIS ADVISORS, LLC / MO /708,901$18.6M6.92%-41,80113F-HRTimeline
Glassy Mountain Advisors, Inc.698,668$18.3M6.48%+18,26413F-HRTimeline
David Wealth Management LLC684,175$17.9M15%+6,81913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC682,842$17.9M0.15%+3,48113F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC636,692$16.7M0.13%+3,79913F-HRTimeline
Wolfstich Capital, LLC625,980$16.4M14.82%013F-HR/ATimeline
HTG Investment Advisors, Inc.624,979$16.4M6.83%+6,76213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding615,415$16.1M-59,103Timeline
LEGACY FINANCIAL GROUP, INC.610,981$16M5.14%+38,43913F-HRTimeline
Prosperity Planning, Inc.594,643$15.6M4.88%-10,25513F-HRTimeline
BRIGHTON JONES LLC590,989$15.5M0.5%+22,23213F-HRTimeline
IFG Advisory, LLC589,175$15.4M0.86%+9,35613F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC581,256$15.2M6.02%+14,68913F-HRTimeline
Vested Financial Planning, LLC579,625$15.2M15.18%-56,58713F-HRTimeline
EP Wealth Advisors, LLC551,479$14.4M0.12%-70,07613F-HRTimeline
Tassel Capital Management, Inc.550,993$14.4M12.62%+26,86813F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC534,684$14M7.7%-65213F-HRTimeline
Grunden Financial Advisory, Inc.530,007$13.9M6.75%-24,74813F-HRTimeline
Cambridge Investment Research Advisors,…526,633$13.8M0.05%+337,15813F-HRTimeline
von Borstel & Associates, Inc.510,919$13.4M4%+127,79413F-HRTimeline
Modera Wealth Management, LLC506,948$13.3M0.18%-7,41013F-HRTimeline
North Ridge Wealth Advisors, Inc.498,986$13.1M8.73%+27,01713F-HRTimeline
OLD MISSION CAPITAL LLC483,689$12.7M0.24%+52,57213F-HRTimeline
Ruedi Wealth Management, Inc.462,935$12.1M3.8%-9,99013F-HRTimeline
Cetera Investment Advisers461,320$12.1M0.02%+127,27913F-HRTimeline
Lauterbach Financial Advisors, LLC461,089$12.1M7.53%-2,94113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO451,717$11.8M<0.01%+5,84813F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL451,443$11.8M3.43%+69,21113F-HRTimeline
CONQUIS FINANCIAL LLC434,472$11.4M11.82%+52,83913F-HRTimeline
Creative Planningin group Creative Planning410,221$10.7M0.01%+4,21213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.403,838$10.6M0.1%+6,92413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.399,762$10.5M0.02%+8,41713F-HRTimelineGroup
Destiny Wealth Partners, LLC398,701$10.4M1.66%-338,10313F-HRTimeline
ARK & TLK INVESTMENTS, LLC398,504$10.4M3.68%-2,31813F-HRTimeline
Silver Oak Advisory Group, Inc.397,455$10.4M5.53%+73113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC391,414$10.3M0.02%+374,81313F-HR/ATimelineGroup
Robertson Stephens Wealth Management, L…391,288$10.3M0.38%-4,05213F-HRTimeline
Trust Co of the South390,756$10.2M2.14%+59813F-HRTimeline
Truepoint, Inc.386,590$10.1M0.27%-9,62213F-HRTimeline
FMB WEALTH MANAGEMENT371,926$9.74M5.39%+60,05913F-HRTimeline
Pure Financial Advisors, LLC369,260$9.67M0.2%-3,26113F-HRTimeline
American Investment Services, Inc.368,639$9.66M1.7%-8,72813F-HRTimeline
Binnacle Investments Inc364,393$9.55M6.97%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP352,644$9.24M0.01%+1,58013F-HRTimelineGroup
Integrated Wealth Concepts LLC350,993$9.2M0.11%-83613F-HRTimeline
ERn Financial, LLC346,094$9.07M1.43%-37,64613F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC363,346$9.03M6.07%-14,72713F-HRTimeline
Farther Finance Advisors, LLC342,194$9M0.23%+337,67013F-HRTimeline
Financial Connections Group, Inc.342,426$8.97M4.03%-26,63413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC340,783$8.93M0.21%-170,57313F-HRTimeline
Hemington Wealth Management340,511$8.92M1.38%-3,75013F-HRTimeline
Live Oak Private Wealth LLC327,764$8.59M1.39%+45,41013F-HRTimeline
SJS Investment Consulting Inc.325,255$8.52M1.45%-5,72913F-HRTimeline
Porter White Investment Advisors, Inc.323,469$8.47M4.19%+15,69113F-HRTimeline
Cambridge Financial Group, LLC320,152$8.39M3.56%+76213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC311,542$8.16M1.13%-4,48713F-HRTimeline
B&D White Capital Company, LLC310,840$8.14M1.2%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC310,772$8.14M0.01%-11,80913F-HRTimelineGroup
Hurlow Wealth Management Group, Inc.310,697$8.14M2.54%+8,47313F-HRTimeline
Cloud Capital Management, LLC309,424$8.11M5.76%13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS308,472$8.08M3.27%-4,12413F-HRTimeline
Willow Creek Wealth Management Inc.303,426$7.95M0.77%+1,75713F-HRTimeline
Betterment LLC294,493$7.72M0.02%+3,57013F-HRTimeline
Eldridge Investment Advisors, Inc.285,457$7.48M1.72%+4,27013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS271,708$7.12M0.02%-13,92213F-HRTimeline
SAX WEALTH ADVISORS, LLC271,269$7.11M0.51%-2,96613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC270,503$7.09M1.93%-4,15013F-HRTimeline
PBMares Wealth Management LLC265,394$6.95M1.39%-26,73013F-HRTimeline
Warwick Investment Management, Inc.247,172$6.48M1.35%-23,67413F-HRTimeline
Capstone Wealth Management, LLC246,742$6.46M6.44%+1,78313F-HRTimeline
Peirce Capital Management, LLC244,697$6.41M3.17%-2,52613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.247,404$6.09M2.49%-24,15713F-HRTimeline
SC&H Financial Advisors, Inc.229,665$6.02M1.18%+17,82713F-HRTimeline
Tranquilli Financial Advisor LLC227,739$5.97M3.78%+13,47013F-HRTimeline
Aerodigm Wealth, LLC226,431$5.93M3.31%-2,56213F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC222,583$5.83M2.9%-77113F-HRTimeline
MATHER GROUP, LLC.220,880$5.79M0.07%+2,98213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC220,121$5.77M2.93%-6,12913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC218,536$5.73M0.07%+6,71513F-HRTimelineGroup
Wealthspire Advisors, LLC213,761$5.6M0.03%+5,19213F-HRTimeline
Hassell Wealth Management, LLC218,541$5.59M2.39%-47,28513F-HRTimeline
Vantage Point Financial LLC211,523$5.54M2.79%-1,51913F-HRTimeline
CWM, LLCin group CWM, LLC208,220$5.46M0.02%-1,81413F-HRTimelineGroup
Integrated Advisors Network LLC207,718$5.44M0.28%-6,39713F-HRTimeline
DiNuzzo Private Wealth, Inc.205,273$5.38M0.68%-1,28713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC204,278$5.35M0.41%-14,99813F-HRTimeline
JP Wealth Management, Inc.196,380$5.15M4.15%new13F-HRTimeline
CGN Advisors LLC191,441$5.02M0.49%+22,61013F-HRTimeline
Aspen Capital Management, LLC189,935$4.98M1.59%13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/187,708$4.92M1.01%+5,93813F-HRTimeline
AWM CAPITAL, LLC183,795$4.82M0.56%-3,24713F-HRTimeline
RS CRUM INC.182,326$4.78M1.29%-33713F-HRTimeline
Canopy Partners, LLC176,633$4.63M1.8%+10,58713F-HRTimeline
Investment Advisory Group, LLC174,914$4.58M1.53%+83713F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC173,945$4.56M0.61%+34,16313F-HRTimeline
RAM Investment Partners, LLC166,867$4.37M1.08%-1,05013F-HRTimeline
RBF Capital, LLC165,000$4.32M0.27%013F-HRTimeline
Tillman Hartley LLC162,854$4.27M1.24%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/149,995$4.16M3.74%+6,43513F-HRTimeline
GEM Asset Management, LLC149,739$3.94M2.21%+1,98313F-HRTimeline
Cyndeo Wealth Partners, LLC148,369$3.89M0.26%+9,75313F-HRTimeline
EARNED WEALTH ADVISORS, LLC145,885$3.82M0.84%+5,63813F-HRTimeline
Visionary Wealth Advisors145,290$3.81M0.23%+4,51313F-HRTimeline
Summit Wealth Group, LLC142,616$3.74M1.09%-1,24213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…139,223$3.65M0.2%-4,08013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC136,932$3.59M0.13%+10,33113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners132,557$3.47M0.57%-4,58913F-HRTimelineGroup
Gradient Capital Advisors, LLC132,400$3.47M1.13%+9,64813F-HRTimeline
Keystone Financial Group, Inc.126,218$3.47M2.44%+22,72913F-HRTimeline
Herold Advisors, Inc.126,896$3.32M0.73%+3,85513F-HRTimeline
Ballentine Partners, LLC126,663$3.32M0.06%013F-HRTimeline
Elios Financial Group Inc.125,708$3.29M1.62%-26613F-HRTimeline
MML INVESTORS SERVICES, LLC123,120$3.23M0.01%-1,36513F-HRTimeline
Wealth Architects, LLC122,817$3.22M0.35%+5,21013F-HR/ATimeline
Heritage Wealth Management, Inc./Texas121,746$3.19M1.85%-10,61813F-HRTimeline
Harbor Group, Inc.120,167$3.15M0.63%+22313F-HRTimeline
First Financial Group Corp119,266$3.12M3.54%+4,84213F-HRTimeline
Evernest Financial Advisors, LLC118,614$3.11M1.12%-28,48013F-HRTimeline
SwitchPoint Financial Planning, LLC117,940$3.09M2.93%013F-HRTimeline
Versant Capital Management, Inc117,875$3.09M0.52%-39513F-HRTimeline
Rather & Kittrell, Inc.113,329$2.97M0.64%+23,62313F-HRTimeline
KEB ASSET MANAGEMENT, LLC113,136$2.96M0.84%-1,49313F-HRTimeline