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Disclosery

DFAX DIMENSIONAL ETF TRUST

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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
Focus Partners Wealthgroup of 2 filers holding13,985,598$411M-690,550Timeline
LPL Financial LLC8,024,667$236M0.08%+186,29813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,615,838$224M0.07%-85,41913F-HRTimelineGroup
Geometric Wealth Advisors6,995,733$205M30.69%-935,11613F-HRTimeline
Allworth Financial LP6,280,884$184M0.88%+1,104,86113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,749,117$169M20.82%+207,83413F-HRTimeline
Glenmede Investment Management, LP5,135,326$151M0.76%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,933,976$145M0.19%-149,43213F-HRTimeline
Great Waters Wealth Management4,344,383$128M16.6%-11,20313F-HRTimeline
Plancorp, LLC4,087,877$120M4.16%-33,11913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,058,842$119M0.02%+619,78613F-HR/ATimelineGroup
JFS WEALTH ADVISORS, LLC3,792,745$111M7.09%-24,85513F-HRTimeline
Triune Financial Partners, LLC3,631,152$107M29.35%-68,28513F-HRTimeline
ALERUS FINANCIAL NA3,538,198$104M7.48%+2,98013F-HRTimeline
COMERICA BANK3,459,555$102M0.39%-84,77113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,001,123$88.1M0.35%-178,00013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,917,896$85.7M0.14%+2,526,48213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,876,712$84.5M0.2%-817,43813F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO2,860,480$84M0.92%013F-HRTimeline
Planning Center, Inc.2,850,542$83.7M9.26%-65,76413F-HRTimeline
D.A. DAVIDSON & CO.2,766,429$81.3M0.57%-18113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,752,510$80.8M4.14%+2,96913F-HRTimeline
UBS Group AGin group UBS Group AG2,594,530$76.2M0.02%-43,31413F-HRTimelineGroup
GeoWealth Management, LLC2,447,433$71.9M2.81%-220,94413F-HRTimeline
Core Wealth Management, Inc.2,399,324$70.5M24.85%+69,04413F-HRTimeline
Evanson Asset Management, LLC2,385,071$70M4.35%+37213F-HRTimeline
New Capital Management LP2,331,006$68.5M19.11%+77,91013F-HRTimeline
Tumwater Wealth Management, LLC2,230,808$65.5M30.44%+45,35113F-HRTimeline
Morton Capital Management LLC/CA2,187,499$64.2M11.39%+70,71313F-HRTimeline
Asset Dedication, LLC2,118,305$62.2M4.52%-56,26813F-HRTimeline
Capstone Financial Advisors, Inc.2,086,502$61.3M3.55%-81,78013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,040,938$59.9M0.09%new13F-HRTimelineGroup
Creative Capital Management Investments…1,960,626$57.6M20.58%+92913F-HRTimeline
Glassman Wealth Services1,865,729$54.8M8.39%+77,09413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,855,300$54.5M3.55%-102,47313F-HR/ATimeline
BetterWealth, LLC1,830,211$53.8M13.77%+35,31813F-HRTimeline
Cardinal Point Capital Management ULC1,699,457$49.9M3.95%+421,39413F-HRTimeline
BAKER BOYER NATIONAL BANK1,688,504$49.6M17.1%-1,27513F-HRTimeline
Trellis Wealth Advisors LLC1,657,619$48.7M21.19%+101,96413F-HRTimeline
Confluence Wealth Services, Inc.1,647,049$48.4M2.64%+83,09013F-HRTimeline
HFM Investment Advisors, LLC1,580,414$46.4M20.4%-99,15013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,575,318$46.3M<0.01%+67,94313F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,513,637$44.6M5.11%-21,78513F-HRTimeline
RFG Advisory, LLC1,477,428$43.4M1.02%-4,266,88613F-HRTimeline
Altiora Financial Group, LLC1,464,348$43M8.4%-17,28113F-HRTimeline
Financial Symmetry Inc1,438,802$42.3M21.82%+48,66813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,426,569$41.9M0.01%-11,28213F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,362,512$40M0.67%-68,25413F-HRTimeline
Financial Engines Advisors L.L.C.1,338,253$39.3M0.08%-494,16313F-HRTimeline
BlueSky Wealth Advisors, LLC1,328,699$39M5.67%+15,82813F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,327,506$39M3.37%+13,11313F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.1,326,523$39M18.18%+32,38113F-HRTimeline
ShankerValleau Wealth Advisors, Inc.1,324,591$38.9M11.1%-114,76313F-HRTimeline
LRI Investments, LLC1,252,551$36.8M3.13%+152,02413F-HRTimeline
N.E.W. Advisory Services LLC1,240,838$36.4M3.54%-84,16913F-HRTimeline
Strathmore Capital Advisors, Inc.1,204,254$35.7M15.76%13F-HRTimeline
Apella Capital, LLC1,174,996$34.4M0.93%+114,04813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,163,780$34.2M0.52%-43,63813F-HRTimelineGroup
Private Advisor Group, LLC1,155,152$33.9M0.18%-149,43413F-HRTimeline
Onyx Financial Advisors, LLC1,150,877$33.8M16.03%+4,43713F-HRTimeline
Warburton Capital Management, LLC1,115,577$33.2M19.66%+5,90713F-HRTimeline
VANCE WEALTH, LLC1,107,703$32.5M10.97%+13,26113F-HRTimeline
Babb Wealth Advisors LLC1,096,575$32.2M23.78%-4,58813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,069,626$31.4M0.4%new13F-HRTimeline
Meridian Wealth Partners, LLC950,768$27.9M4.05%+2,18613F-HRTimeline
TCI Wealth Advisors, Inc.937,839$27.5M1.89%-48,93913F-HRTimeline
HighTower Advisors, LLC933,080$27.4M0.03%-30,85013F-HRTimeline
OneDigital Investment Advisors LLC873,997$25.7M0.29%-17,55513F-HRTimeline
Shearwater Capital LLC843,365$24.8M15.58%+32,74813F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC833,432$24.5M18.5%+3,22713F-HRTimeline
Sensible Money, LLC824,655$24.2M9.18%-10,97713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…803,499$23.8M0.04%-16,36313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC778,779$22.9M2.84%+65,56613F-HRTimeline
Destiny Wealth Partners, LLC755,020$22.2M2.98%+356,31913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV751,383$22.1M0.05%-7,61513F-HRTimeline
Momentous Wealth Management, Inc.748,690$22M14.21%+24,83113F-HRTimeline
ASPIRIANT, LLC745,315$21.9M0.7%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.727,846$21.4M4.8%+14,91213F-HRTimeline
Glassy Mountain Advisors, Inc.713,701$21M6.75%+15,03313F-HRTimeline
David Wealth Management LLC712,319$20.9M15.57%+28,14413F-HRTimeline
Symmetry Partners, LLC705,703$20.7M2.55%-53,02413F-HRTimeline
MilWealth Group LLC701,452$20.6M5.31%-8,34713F-HRTimeline
Chicago Partners Investment Group LLC669,643$20.3M0.58%-35,15013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC680,341$20M0.1%+64,92613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC676,178$19.9M0.14%-6,66413F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC629,629$18.5M0.13%-7,06313F-HRTimeline
LEGACY FINANCIAL GROUP, INC.623,712$18.3M5.41%+12,73113F-HRTimeline
Cetera Investment Advisers622,109$18.3M0.03%+160,78913F-HRTimeline
BRIGHTON JONES LLC621,073$18.2M0.49%+30,08413F-HRTimeline
Cambridge Investment Research Advisors,…620,649$18.2M0.06%+94,01613F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC620,140$18.2M6.34%+38,88413F-HRTimeline
IFG Advisory, LLC620,028$18.2M0.91%+30,85313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP607,398$17.8M0.02%-139,80913F-HR/ATimelineGroup
HTG Investment Advisors, Inc.605,851$17.8M6.62%-19,12813F-HRTimeline
Prosperity Planning, Inc.562,068$16.5M4.76%-32,57513F-HRTimeline
Vested Financial Planning, LLC546,110$16M14.27%-33,51513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.555,439$15.8M0.03%+155,67713F-HR/ATimelineGroup
Grunden Financial Advisory, Inc.519,382$15.3M6.73%-10,62513F-HRTimeline
CONQUIS FINANCIAL LLC516,211$15.2M14.72%+81,73913F-HRTimeline
von Borstel & Associates, Inc.507,458$15M3.96%-3,46113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC507,877$14.9M7.67%-26,80713F-HRTimeline
Tassel Capital Management, Inc.507,041$14.9M11.44%-43,95213F-HRTimeline
Ruedi Wealth Management, Inc.507,036$14.9M4.42%+44,10113F-HRTimeline
OLD MISSION CAPITAL LLC504,241$14.8M0.39%+20,55213F-HRTimeline
Modera Wealth Management, LLC498,568$14.6M0.18%-8,38013F-HRTimeline
North Ridge Wealth Advisors, Inc.491,243$14.4M8.86%-7,74313F-HRTimeline
Lauterbach Financial Advisors, LLC458,844$13.5M7.41%-2,24513F-HRTimeline
CLARIS ADVISORS, LLC / MO /454,680$13.4M4.65%-254,22113F-HRTimeline
M Holdings Securities, Inc.444,374$13M2.23%+421,24213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.425,066$12.5M0.1%+21,22813F-HRTimelineGroup
Silver Oak Advisory Group, Inc.417,170$12.3M5.94%+19,71513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO416,500$12.2M<0.01%-35,21713F-HRTimelineGroup
EP Wealth Advisors, LLC414,724$12.2M0.08%-136,75513F-HRTimeline
Strategic Investment Solutions, Inc. /IL414,382$12.2M3.68%-37,06113F-HRTimeline
FMB WEALTH MANAGEMENT408,588$12M5.71%+36,66213F-HRTimeline
Creative Planningin group Creative Planning400,328$11.8M0.01%-9,89313F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC397,523$11.7M3.75%-98113F-HRTimeline
Wolfstich Capital, LLC394,556$11.6M25.43%-231,42413F-HRTimeline
Robertson Stephens Wealth Management, L…392,933$11.5M0.4%+1,64513F-HRTimeline
Trust Co of the South390,756$11.5M2.04%013F-HRTimeline
Truepoint, Inc.374,418$11M0.27%-12,17213F-HRTimeline
Betterment LLC372,368$10.9M0.02%+77,87513F-HRTimeline
Binnacle Investments Inc370,708$10.9M7.08%+6,31513F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC360,272$10.6M6.87%-3,07413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP354,400$10.4M0.02%+1,75613F-HRTimelineGroup
Live Oak Private Wealth LLC351,803$10.3M1.54%+24,03913F-HRTimeline
Pure Financial Advisors, LLC349,960$10.3M0.18%-19,30013F-HRTimeline
Integrated Wealth Concepts LLC338,488$9.94M0.1%-12,50513F-HRTimeline
Hemington Wealth Management334,815$9.83M1.42%-5,69613F-HRTimeline
ERn Financial, LLC330,741$9.71M2.05%-15,35313F-HRTimeline
B&D White Capital Company, LLC326,272$9.58M1.46%+15,43213F-HRTimeline
SJS Investment Consulting Inc.321,879$9.45M1.5%-3,37613F-HRTimeline
Hurlow Wealth Management Group, Inc.309,426$9.09M2.57%-1,27113F-HRTimeline
Cambridge Financial Group, LLC309,086$9.08M3.41%-11,06613F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS308,472$9.06M3.32%013F-HRTimeline
Porter White Investment Advisors, Inc.307,768$9.04M4.21%-15,70113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC306,541$9M1.14%-5,00113F-HRTimeline
Farther Finance Advisors, LLC305,219$8.96M0.18%-36,97513F-HRTimeline
Mariner, LLCin group Mariner, LLC300,123$8.81M0.01%-10,64913F-HRTimelineGroup
Eldridge Investment Advisors, Inc.299,578$8.8M1.84%+14,12113F-HRTimeline
Willow Creek Wealth Management Inc.298,494$8.77M0.79%-4,93213F-HRTimeline
Financial Connections Group, Inc.297,403$8.73M3.6%-45,02313F-HRTimeline
Cloud Capital Management, LLC284,398$8.42M5.25%-25,02613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding282,878$8.31M+150,321Timeline
CAPTRUST FINANCIAL ADVISORS272,362$8M0.02%+65413F-HRTimeline
SAX WEALTH ADVISORS, LLC266,308$7.82M0.47%-4,96113F-HRTimeline
PBMares Wealth Management LLC264,602$7.77M1.42%-79213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC261,736$7.69M0.96%+87,79113F-HRTimeline
SC&H Financial Advisors, Inc.260,534$7.65M1.31%+30,86913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC257,910$7.57M0.16%-82,87313F-HRTimeline
Tranquilli Financial Advisor LLC248,081$7.29M4.51%+20,34213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.246,028$7.23M2.5%-1,37613F-HRTimeline
Capstone Wealth Management, LLC243,518$7.15M6.27%-3,22413F-HRTimeline
American Investment Services, Inc.242,051$7.11M1.81%-126,58813F-HRTimeline
Peirce Capital Management, LLC241,280$7.09M3.14%-3,41713F-HRTimeline
Warwick Investment Management, Inc.232,369$6.82M1.32%-14,80313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC229,673$6.75M<0.01%+135,21713F-HRTimelineGroup
BAYSHORE ASSET MANAGEMENT, LLC222,123$6.52M2.98%-46013F-HRTimeline
Hassell Wealth Management, LLC213,635$6.47M2.37%-4,90613F-HRTimeline
Aerodigm Wealth, LLC215,345$6.32M3.04%-11,08613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC214,076$6.29M0.06%-4,46013F-HRTimelineGroup
CWM, LLCin group CWM, LLC211,733$6.22M0.02%+3,51313F-HRTimelineGroup
Wealthspire Advisors, LLC211,114$6.2M0.03%-2,64713F-HRTimeline
Integrated Advisors Network LLC211,074$6.2M0.28%+3,35613F-HRTimeline
Vantage Point Financial LLC210,494$6.18M2.71%-1,02913F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC207,788$6.1M2.74%-12,33313F-HRTimeline
MATHER GROUP, LLC.207,535$6.1M0.07%-13,34513F-HRTimeline
DiNuzzo Private Wealth, Inc.200,487$5.89M0.7%-4,78613F-HRTimeline
CGN Advisors LLC196,488$5.77M0.52%+5,04713F-HRTimeline
Aspen Capital Management, LLC193,678$5.69M1.59%+3,74313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC186,812$5.49M0.4%-17,46613F-HRTimeline
AWM CAPITAL, LLC183,547$5.39M0.57%-24813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/183,256$5.38M1.05%-4,45213F-HRTimeline
RS CRUM INC.178,542$5.24M1.26%-3,78413F-HRTimeline
Canopy Partners, LLC176,477$5.18M1.9%-15613F-HRTimeline
Investment Advisory Group, LLC175,613$5.16M1.56%+69913F-HRTimeline
Tillman Hartley LLC162,854$4.78M1.35%013F-HRTimeline
RAM Investment Partners, LLC160,619$4.72M0.99%-6,24813F-HRTimeline
Cyndeo Wealth Partners, LLC150,941$4.43M0.26%+2,57213F-HRTimeline
Cornerstone Financial Group, LLC /NE/150,592$4.42M3.76%+59713F-HRTimeline
GEM Asset Management, LLC150,192$4.39M2.25%+45313F-HRTimeline
Visionary Wealth Advisors148,944$4.37M0.22%+3,65413F-HRTimeline
EARNED WEALTH ADVISORS, LLC144,800$4.25M0.83%-1,08513F-HRTimeline
Summit Wealth Group, LLC140,543$4.13M1.06%-2,07313F-HRTimeline
RBF Capital, LLC140,000$4.11M0.2%-25,00013F-HRTimeline
Keystone Financial Group, Inc.137,676$4.06M2.58%+11,45813F-HRTimeline
XY Planning Network, Inc.137,431$4.04M1.37%+36,80813F-HRTimeline
Gradient Capital Advisors, LLC133,749$3.93M1.16%+1,34913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…130,350$3.83M0.17%-8,87313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY127,638$3.75M<0.01%+15,21813F-HRTimelineGroup
Wealth Architects, LLC127,010$3.73M0.38%+4,19313F-HRTimeline
Ballentine Partners, LLC126,663$3.72M0.06%013F-HRTimeline
First Financial Group Corp121,686$3.57M3.49%+2,42013F-HRTimeline
Harbor Group, Inc.121,252$3.56M0.63%+1,08513F-HRTimeline
MML INVESTORS SERVICES, LLC119,700$3.52M0.01%-3,42013F-HRTimeline
Heritage Wealth Management, Inc./Texas120,346$3.51M1.75%-1,40013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC118,955$3.49M0.12%-17,97713F-HRTimeline
SwitchPoint Financial Planning, LLC117,940$3.46M2.84%013F-HRTimeline
Versant Capital Management, Inc116,599$3.42M0.52%-1,27613F-HRTimeline
Evernest Financial Advisors, LLC115,651$3.4M1.1%-2,96313F-HRTimeline