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Disclosery

DFAX DIMENSIONAL ETF TRUST

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WORLD EX US CORE (fund)

670 managers (675 13F filers) reported a position in DFAX shares at 2025-12-31, 252,122,645 shares in all. 35 filers opened a position and 20 filers sold out during the quarter.

Managers
670
13F filers
675
New
35
Added
254
Reduced
196
Sold out
20
Shares held by filers
252,122,645

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding14,118,192$462M+96,611Timeline
ALERUS FINANCIAL NA8,432,666$276M13.5%+52,02913F-HRTimeline
LPL Financial LLC8,067,009$264M0.07%-20,20213F-HRTimeline
Geometric Wealth Advisors7,348,368$241M30.94%+57,35313F-HRTimeline
Allworth Financial LP6,610,841$216M0.89%-251,13013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,559,941$215M0.06%-106,49013F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC6,060,776$198M19.48%+91,58313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,142,715$168M0.8%13F-HRTimelineGroup
Great Waters Wealth Management4,847,406$159M17.45%+310,43213F-HRTimeline
FACTORY MUTUAL INSURANCE CO4,806,630$157M1.59%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,080,963$134M0.18%-736,47613F-HRTimeline
Plancorp, LLC3,996,011$131M3.95%-56,03913F-HRTimeline
Triune Financial Partners, LLC3,620,714$126M29.37%-60,11213F-HRTimeline
JFS WEALTH ADVISORS, LLC3,789,938$124M6.99%+19,52213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,707,781$121M0.02%-119,37113F-HRTimelineGroup
COMERICA BANK3,368,439$110M0.44%-53,00413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,898,200$94.9M0.18%+2,627,34513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,891,445$94.6M0.19%-13,86913F-HRTimelineGroup
D.A. DAVIDSON & CO.2,814,774$92.1M0.56%+17,01713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,653,016$86.8M0.33%-140,79713F-HRTimelineGroup
Planning Center, Inc.2,608,713$85.4M8.72%-197,37613F-HRTimeline
GeoWealth Management, LLC2,427,980$79.5M2.93%+38,04913F-HRTimeline
Core Wealth Management, Inc.2,398,910$78.5M24.46%-20,03913F-HRTimeline
New Capital Management LP2,352,036$77M19.34%+15,24113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,331,276$76.3M0.02%+729,81413F-HRTimelineGroup
Evanson Asset Management, LLC2,303,524$75.4M4.07%-46,54613F-HRTimeline
Morton Capital Management LLC/CA2,284,140$74.8M11.48%+73,53613F-HRTimeline
Tumwater Wealth Management, LLC2,229,430$73M29.74%+58,03413F-HRTimeline
UBS Group AGin group UBS Group AG2,185,347$71.5M0.01%+24,49513F-HRTimelineGroup
Greenspring Advisors, LLC2,162,647$70.8M4.34%+146,03313F-HRTimeline
Creative Capital Management Investments…2,139,482$70M21.13%+34,08013F-HRTimeline
Capstone Financial Advisors, Inc.2,090,889$68.4M3.65%-1,73613F-HRTimeline
Glassman Wealth Services1,962,925$64.2M8.67%+57,60013F-HRTimeline
Asset Dedication, LLC1,955,734$64M4.2%-83,92713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,952,469$63.9M<0.01%+227,17413F-HRTimelineGroup
Cardinal Point Capital Management ULC1,842,315$60.3M3.94%+52,22313F-HRTimeline
BetterWealth, LLC1,820,653$59.6M13.59%+19,46413F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.1,606,224$58.6M17.43%13F-HRTimeline
Confluence Wealth Services, Inc.1,775,826$58.1M2.41%+80,01513F-HRTimeline
BAKER BOYER NATIONAL BANK1,719,710$56.3M16.99%+31,69313F-HRTimeline
HFM Investment Advisors, LLC1,591,987$52.1M20.37%+18,58313F-HRTimeline
Trellis Wealth Advisors LLC1,589,713$52M20.35%-53,09013F-HRTimeline
Financial Symmetry Inc1,557,453$51M20.79%+32,78613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,536,741$50.3M3.01%-302,71213F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,436,826$48.2M4.56%-31,08313F-HRTimeline
Altiora Financial Group, LLC1,434,864$47M8.09%-10,40713F-HRTimeline
LRI Investments, LLC1,428,375$46.8M3.78%+49,29313F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.1,387,352$45.4M16.33%+62,81413F-HRTimeline
Strathmore Capital Advisors, Inc.1,367,141$44.7M14.67%+124,07913F-HRTimeline
N.E.W. Advisory Services LLC1,326,814$43.4M3.21%+34,27113F-HRTimeline
BlueSky Wealth Advisors, LLC1,317,406$43.1M5.69%+7,60813F-HRTimeline
ShankerValleau Wealth Advisors, Inc.1,317,141$43.1M11.68%-9,38113F-HRTimeline
Johnson Wealth Management, LLC1,317,050$43.1M21.45%+78,18213F-HRTimeline
Financial Engines Advisors L.L.C.1,292,077$42.3M0.08%-84,83013F-HRTimeline
DEMMING FINANCIAL SERVICES CORP /ADV1,265,222$41.4M31.13%13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,241,726$40.6M0.61%-41,80913F-HRTimeline
Babb Wealth Advisors LLC1,208,183$39.5M22.32%+71,30313F-HRTimeline
HighTower Advisors, LLC1,177,609$38.5M0.04%+176,34213F-HRTimeline
Private Advisor Group, LLC1,172,518$38.4M0.18%+13,20413F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,167,549$38.2M3.15%-57,86313F-HRTimeline
Onyx Financial Advisors, LLC1,164,343$38.1M16.15%+16,94313F-HRTimeline
VANCE WEALTH, LLC1,130,975$37M10.99%+23,18413F-HR/ATimeline
Apella Capital, LLC1,113,787$36.5M0.72%-43,71313F-HRTimeline
Warburton Capital Management, LLC1,108,241$36.3M20.48%+73,30713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,093,036$35.8M0.47%-25,75413F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC960,236$31.4M3.44%+110,92413F-HRTimeline
RFG Advisory, LLC950,659$31.1M0.59%-85,95313F-HRTimeline
Cetera Investment Advisers886,961$29M0.03%+43,02713F-HRTimeline
Meridian Wealth Partners, LLC884,890$29M3.99%-60,91213F-HRTimeline
TCI Wealth Advisors, Inc.876,305$28.7M1.58%-28,88413F-HRTimeline
Shearwater Capital LLC854,520$28M16.05%+5,08413F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC854,164$28M18.52%+4,88913F-HRTimeline
OneDigital Investment Advisors LLC853,865$27.9M0.27%-13,54313F-HRTimeline
Destiny Wealth Partners, LLC803,301$27.9M3.21%+13,56213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC842,852$27.6M0.16%+176,73413F-HRTimelineGroup
Wolfstich Capital, LLC795,905$26M24%+401,34913F-HRTimeline
Momentous Wealth Management, Inc.777,518$25.4M14.43%+35,12313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…750,940$25.2M0.03%-19,42513F-HRTimeline
Sensible Money, LLC768,150$25.1M8.03%-35,99613F-HRTimeline
Cambridge Investment Research Advisors,…741,651$24.3M0.06%+50,16213F-HRTimeline
Financial Plan, Inc.738,610$24.2M2.78%13F-HRTimeline
ASPIRIANT, LLC727,702$23.8M0.68%-9,20613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.720,721$23.6M4.47%+3613F-HRTimeline
Glassy Mountain Advisors, Inc.716,881$23.5M7.09%+6,12713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV709,722$23.2M0.04%-17,52713F-HRTimeline
Old Peak Finance LLC694,630$22.7M14.03%13F-HRTimeline
MilWealth Group LLC689,731$22.6M5.37%-5,45913F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC684,051$22.4M6.8%+36,28013F-HRTimeline
Chicago Partners Investment Group LLC644,660$22.3M0.55%-18,66413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC675,884$22.1M0.09%-17,28913F-HRTimelineGroup
BRIGHTON JONES LLC668,678$21.9M0.81%-5,78213F-HRTimeline
marrick wealth, LLC651,982$21.3M17.47%13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.646,402$21.2M5.55%+14,61013F-HRTimeline
HTG Investment Advisors, Inc.627,975$20.6M6.32%+14,20813F-HRTimeline
IFG Advisory, LLC626,171$20.5M0.89%-6,38013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP609,522$19.9M0.03%+215,66413F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC608,324$19.9M0.11%-7,79813F-HRTimeline
Generations Wealth, LLC606,481$19.9M20.31%13F-HRTimeline
Symmetry Partners, LLC605,458$19.8M1.17%-76,19813F-HRTimeline
Beacon Pointe Advisors, LLC605,033$19.8M0.14%+368,26113F-HRTimeline
CONQUIS FINANCIAL LLC597,096$19.5M16.81%+49,92913F-HRTimeline
Vested Financial Planning, LLC554,379$18.1M13.97%+76413F-HRTimeline
Farther Finance Advisors, LLC551,263$18M0.19%+229,24813F-HRTimeline
Tassel Capital Management, Inc.539,690$17.7M10.69%+11,08413F-HRTimeline
von Borstel & Associates, Inc.537,276$17.6M4.12%+3,58413F-HRTimeline
Grunden Financial Advisory, Inc.531,680$17.4M6.8%+5,03713F-HRTimeline
Prosperity Planning, Inc.512,453$16.8M4.39%-29,96613F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC502,473$16.4M7.46%-3,27513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP498,939$16.3M0.02%+23,51213F-HRTimelineGroup
Ruedi Wealth Management, Inc.496,247$16.2M4.26%-9,76513F-HRTimeline
Strategic Investment Solutions, Inc. /IL495,986$16.2M3.9%+31,79713F-HRTimeline
North Ridge Wealth Advisors, Inc.495,730$16.2M9.08%+18,56413F-HRTimeline
Modera Wealth Management, LLC480,925$15.7M0.18%+7,37413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.468,608$15.7M2.32%+234,37413F-HRTimeline
EP Wealth Advisors, LLC475,407$15.6M0.08%13F-HRTimeline
FMB WEALTH MANAGEMENT465,617$15.2M6.01%+24,71613F-HRTimeline
M Holdings Securities, Inc.464,447$15.2M1.09%-1,19013F-HRTimeline
Lauterbach Financial Advisors, LLC460,678$15.1M7.37%+4,11613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO443,747$14.5M<0.01%+14,10513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.440,843$14.4M0.1%+11,61413F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /440,166$14.4M4.39%-14,51413F-HRTimeline
Silver Oak Advisory Group, Inc.438,719$14.4M6.49%-18,71713F-HRTimeline
Robertson Stephens Wealth Management, L…430,790$14.1M0.4%+49,10313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.426,012$13.9M0.02%-170,89013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC411,196$13.5M0.02%+84,76513F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC391,809$12.8M3.53%-1,92413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC390,231$12.8M1.39%+76,31813F-HRTimeline
Truepoint, Inc.379,843$12.4M0.28%+9,53313F-HRTimeline
Creative Planningin group Creative Planning375,629$12.3M0.01%-18,35813F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.372,583$12.2M1.29%+83,57213F-HRTimeline
Betterment LLC372,014$12.2M0.02%+2,60813F-HRTimeline
Pure Financial Advisors, LLC370,091$12.1M0.18%+6,08413F-HRTimeline
Trust Co of the South364,272$11.9M1.92%-19,66313F-HRTimeline
Live Oak Private Wealth LLC363,057$11.9M1.62%+3,63913F-HRTimeline
E6 Portfolios, LLC357,519$11.7M13.38%13F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC357,291$11.7M6.95%+14613F-HRTimeline
Integrated Wealth Concepts LLC338,211$11.1M0.13%-7,93313F-HRTimeline
B&D White Capital Company, LLC327,992$10.7M1.24%+1,82013F-HRTimeline
ERn Financial, LLC324,812$10.6M2%+2,61513F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS308,472$10.1M3.02%013F-HRTimeline
Foundations Investment Advisors, LLC305,395$10M0.13%+192,63313F-HRTimeline
Porter White Investment Advisors, Inc.305,111$9.99M4.1%+28613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC300,546$9.84M1.11%-2,87713F-HRTimeline
Eldridge Investment Advisors, Inc.298,986$9.79M2.15%+13,02113F-HRTimeline
Hurlow Wealth Management Group, Inc.298,965$9.79M2.4%+4,56713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC289,068$9.46M0.01%-482,21413F-HRTimelineGroup
Cloud Capital Management, LLC281,581$9.22M4.35%+3,46013F-HRTimeline
SJS Investment Consulting Inc.276,434$9.05M1.14%-3,59513F-HRTimeline
Financial Connections Group, Inc.274,247$8.98M3.09%-7,52813F-HRTimeline
Tranquilli Financial Advisor LLC272,239$8.91M5.17%+3,46013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC263,572$8.63M<0.01%+77,92613F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC255,194$8.35M0.39%-2,82613F-HRTimeline
TrueWealth Financial Partners250,007$8.18M6.76%new13F-HRTimeline
True Blue Financial, LLC247,948$8.12M6.7%13F-HRTimeline
Cambridge Financial Group, LLC322,161$8.09M2.81%+30,23613F-HRTimeline
American Investment Services, Inc.237,370$7.77M1.8%-3,67613F-HRTimeline
Capstone Wealth Management, LLC235,761$7.72M5.63%-5,13013F-HRTimeline
Peirce Capital Management, LLC233,726$7.65M3.05%-3,29613F-HRTimeline
Prosperity Bancshares Inc232,878$7.62M6.88%13F-HRTimeline
Warwick Investment Management, Inc.228,801$7.49M1.15%-2,90313F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC226,112$7.4M3.02%+7,44913F-HRTimeline
ENTRUST FINANCIAL LLC218,737$7.16M5.32%13F-HRTimeline
55 North Private Wealth, LLC218,307$7.15M1.88%13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC212,873$6.97M0.13%-19,06413F-HRTimeline
Aerodigm Wealth, LLC212,870$6.97M2.69%-2,47513F-HR/ATimeline
Hassell Wealth Management, LLC202,873$6.92M2.31%-10,78413F-HRTimeline
Vantage Point Financial LLC211,170$6.91M2.47%-1,19213F-HRTimeline
Annandale Capital, LLC210,239$6.88M1.12%+161,59013F-HRTimeline
Wealthspire Advisors, LLC208,450$6.82M0.05%+2,91313F-HRTimeline
Integrated Advisors Network LLC206,588$6.76M0.3%-55313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/203,361$6.66M1.18%+12,44513F-HRTimeline
Aspen Capital Management, LLC196,977$6.45M1.6%+2,20413F-HRTimeline
Keystone Financial Group, Inc.196,760$6.44M3.37%+38,85013F-HRTimeline
Cogent Private Wealth, Inc.195,163$6.39M4.86%13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC193,746$6.34M2.59%-7,63413F-HRTimeline
Visionary Wealth Advisors189,776$6.21M0.28%+18,02813F-HRTimeline
OLD MISSION CAPITAL LLC189,202$6.19M0.24%-73,24613F-HRTimeline
DiNuzzo Private Wealth, Inc.189,035$6.19M0.67%-6,86113F-HRTimeline
SC&H Financial Advisors, Inc.188,224$6.16M0.95%-1,90813F-HRTimeline
Canopy Partners, LLC187,611$6.14M2%+5,28013F-HRTimeline
CWM, LLCin group CWM, LLC184,960$6.05M0.02%-48,21213F-HRTimelineGroup
TrustWell Financial Advisors, LLC184,708$6.05M5.84%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC181,190$5.93M0.38%-5,64213F-HRTimeline
MATHER GROUP, LLC.181,041$5.93M0.06%-2,39013F-HRTimeline
CGN Advisors LLC181,030$5.93M0.47%-12,87513F-HRTimeline
RS CRUM INC.178,412$5.84M1.17%+81413F-HRTimeline
Investment Advisory Group, LLC177,767$5.82M1.5%+1,93713F-HRTimeline
AWM CAPITAL, LLC172,501$5.65M0.51%-6,89513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners170,790$5.59M0.73%+21,25113F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…166,591$5.45M0.66%13F-HRTimeline
Tillman Hartley LLC162,854$5.33M1.34%013F-HRTimeline
RAM Investment Partners, LLC157,292$5.15M0.93%-1,62413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP154,897$5.07M<0.01%+44,41113F-HRTimelineGroup
GEM Asset Management, LLC150,058$5.03M2.24%+54813F-HRTimeline
Cornerstone Financial Group, LLC /NE/150,983$4.94M3.45%+75113F-HRTimeline
Platform Wealth Management, LLC149,976$4.91M1.31%13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC146,139$4.78M1.01%+31,15213F-HRTimeline
Belleair Asset Management, LLC143,996$4.71M4.49%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY143,107$4.68M<0.01%+13,33313F-HR/ATimelineGroup
Kane Co Wealth Management, Inc.143,101$4.68M4.13%13F-HRTimeline