DIMENSIONAL WORLD EX US CORE DFAX
$36.69
+0.5% 52w: $27.61 – $37.64
Latest 13F among current holders filed 13 days ago (Jun 22, 2026)
Price — last 12 months
research preview data27.6132.6337.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
692
+25 QoQ
13F value
$8.79B
+5.2% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$178K calls / — puts
Institutional value by quarter
Number of holders
Who owns DFAX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Focus Partners Wealth | Wealth advisor | 10.4M | $353.4M | 0.4% | -2.6% |
| LPL Financial LLC | Bank broker | 8.6M | $291.8M | 0.1% | +6.5% |
| ALERUS FINANCIAL NA | Wealth advisor | 8.4M | $285.9M | 14.2% | -0.2% |
| Geometric Wealth Advisors | Wealth advisor | 7.5M | $253.2M | 31.7% | +1.4% |
| Allworth Financial LP | Wealth advisor | 7.3M | $246.6M | 1.0% | +9.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 6.6M | $224.4M | 0.1% | +0.7% |
| MONOGRAPH WEALTH ADVISORS, LLC | Wealth advisor | 6.2M | $209.5M | 19.9% | +1.8% |
| GLENMEDE TRUST CO NA | Diversified mechanical | 5.2M | $176.9M | 0.9% | +1.3% |
| Great Waters Wealth Management | Wealth advisor | 4.9M | $166.0M | 17.6% | +0.8% |
| FACTORY MUTUAL INSURANCE CO ★2 | Fundamental diversified | 4.8M | $163.3M | 1.8% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 4.3M | $146.9M | 0.2% | +5.9% |
| Plancorp, LLC | Wealth advisor | 3.9M | $141.6M | 4.0% | -1.3% |
| ROYAL BANK OF CANADA | Bank broker | 3.8M | $128.0M | 0.0% | +1.7% |
| JFS WEALTH ADVISORS, LLC | Wealth advisor | 3.7M | $127.0M | 7.1% | -1.4% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 3.7M | $126.6M | 1.3% | +8.3% |
| Triune Financial Partners, LLC | Wealth advisor | 3.6M | $123.3M | 29.3% | +0.3% |
| FIFTH THIRD BANCORP | Diversified mechanical | 3.5M | $119.3M | 0.2% | +38910.8% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 3.0M | $100.3M | 0.2% | +1.9% |
| ASSETMARK, INC | Wealth advisor | 2.9M | $97.7M | 0.2% | -0.6% |
| D.A. DAVIDSON & CO. | Wealth advisor | 2.8M | $94.6M | 0.6% | -1.1% |
| Pathstone Holdings, LLC | Diversified mechanical | 2.5M | $86.3M | 0.3% | -4.2% |
| UBS Group AG | Bank broker | 2.5M | $85.6M | 0.0% | +15.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.5M | $84.8M | 0.0% | +7.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.5M | $83.3M | 0.0% | +25.5% |
| Planning Center, Inc. | Wealth advisor | 2.4M | $82.7M | 8.4% | -6.7% |
| Core Wealth Management, Inc. | Wealth advisor | 2.4M | $81.3M | 24.9% | -0.2% |
| Morton Capital Management LLC/CA | Wealth advisor | 2.4M | $81.2M | 12.1% | +4.7% |
| GeoWealth Management, LLC | Wealth advisor | 2.4M | $81.2M | 2.9% | -1.5% |
| New Capital Management LP | Wealth advisor | 2.4M | $81.1M | 20.0% | +1.5% |
| Evanson Asset Management, LLC | Wealth advisor | 2.3M | $78.3M | 4.2% | 0.0% |
| Creative Capital Management Investments LLC | Wealth advisor | 2.2M | $73.1M | 21.0% | +0.5% |
| Tumwater Wealth Management, LLC | Wealth advisor | 2.1M | $73.0M | 29.3% | -3.6% |
| Greenspring Advisors, LLC | Wealth advisor | 2.1M | $72.8M | 4.4% | -0.9% |
| Capstone Financial Advisors, Inc. | Wealth advisor | 2.1M | $70.2M | 3.8% | -1.2% |
| Glassman Wealth Services | Wealth advisor | 2.0M | $67.9M | 9.2% | +1.8% |
| Cardinal Point Capital Management ULC | Wealth advisor | 1.9M | $66.2M | 4.1% | +5.8% |
| BetterWealth, LLC | Wealth advisor | 1.8M | $61.9M | 12.1% | +0.1% |
| Confluence Wealth Services, Inc. | Wealth advisor | 1.8M | $59.9M | 2.3% | -0.7% |
| BAKER BOYER NATIONAL BANK | Wealth advisor | 1.8M | $59.9M | 18.0% | +2.5% |
| Apella Capital, LLC | Wealth advisor | 1.6M | $59.6M | 0.9% | +44.8% |
| Asset Dedication, LLC | Wealth advisor | 1.7M | $57.7M | 4.0% | -13.2% |
| Financial Symmetry Inc | Wealth advisor | 1.5M | $56.6M | 20.1% | -0.8% |
| Trellis Wealth Advisors LLC | Wealth advisor | 1.6M | $55.1M | 21.0% | +2.0% |
| MARS JEWETT FINANCIAL GROUP, INC. | Wealth advisor | 1.6M | $54.0M | 17.1% | -1.0% |
| LRI Investments, LLC | Wealth advisor | 1.6M | $53.5M | 4.7% | +10.2% |
| HFM Investment Advisors, LLC | Wealth advisor | 1.6M | $53.2M | 20.4% | -1.7% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | Wealth advisor | 1.4M | $51.1M | 4.6% | -1.0% |
| Strathmore Capital Advisors, Inc. | Wealth advisor | 1.4M | $50.9M | 14.4% | +2.5% |
| JPMORGAN CHASE & CO | Bank broker | 1.5M | $49.5M | 0.0% | +238.5% |
| Altiora Financial Group, LLC | Wealth advisor | 1.4M | $49.2M | 8.1% | +0.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.