DFAX Institutional Ownership & Shareholders
DIMENSIONAL WORLD EX US CORE (DFAX) is currently held by 711 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.68B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of DFAX tracked by InsiderSet, reporting ownership valued at approximately $382.89M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $372.29M, representing an estimated loss of -2.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 27% of the total disclosed DFAX value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Alerus Financial Na, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in DIMENSIONAL WORLD EX US CORE (DFAX).
This page ranks the largest institutional DFAX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
711
Total Reported Value
$9.68B
Largest Holder
Focus Partners Wealth
Largest Position
$382.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.39% | 10,393,265 | $382,887,887 | $372,286,752 | -$10,601,135 | -2.77% | |
| Alerus Financial Na | 13.49% | 8,368,617 | $308,299,850 | $299,763,861 | -$8,535,989 | -2.77% | |
| Lpl Financial Llc | 0.07% | 8,228,270 | $303,129,463 | $294,736,631 | -$8,392,832 | -2.77% | |
| Geometric Wealth Advisors | 31.00% | 7,779,410 | $286,593,451 | $278,658,466 | -$7,934,985 | -2.77% | |
| Envestnet Asset Management Inc | 0.06% | 6,693,905 | $246,603,444 | $239,775,677 | -$6,827,767 | -2.77% | |
| Allworth Financial Lp | 1.03% | 6,594,247 | $242,932,048 | $236,205,928 | -$6,726,120 | -2.77% | |
| Monograph Wealth Advisors, Llc | 19.64% | 6,491,032 | $239,129,604 | $232,508,766 | -$6,620,838 | -2.77% | |
| Great Waters Wealth Management | 17.80% | 5,348,513 | $198,001,946 | $191,583,736 | -$6,418,210 | -3.24% | |
| Glenmede Trust Co Na | 0.85% | 5,222,632 | $192,401,762 | $187,074,678 | -$5,327,084 | -2.77% | |
| Factory Mutual Insurance Co | 1.59% | 4,806,630 | $177,941,443 | $172,173,487 | -$5,767,956 | -3.24% | |
| Royal Bank Of Canada | 0.02% | 3,862,746 | $142,304,000 | $138,363,562 | -$3,940,438 | -2.77% | |
| Plancorp, Llc | 3.45% | 3,903,563 | $141,543,177 | $139,825,627 | -$1,717,550 | -1.21% | |
| Jfs Wealth Advisors, Llc | 6.88% | 3,743,466 | $137,909,297 | $134,090,952 | -$3,818,345 | -2.77% | |
| Commonwealth Equity Services, Llc | 0.18% | 3,706,304 | $137,207,378 | $132,759,809 | -$4,447,569 | -3.24% | |
| Triune Financial Partners, Llc | 28.41% | 3,692,741 | $136,040,578 | $132,273,983 | -$3,766,595 | -2.77% | |
| Focus Partners Advisor Solutions, Llc | 1.09% | 3,488,957 | $128,533,198 | $124,974,440 | -$3,558,758 | -2.77% | |
| Fifth Third Bancorp | 0.20% | 3,295,765 | $121,415,983 | $118,054,302 | -$3,361,681 | -2.77% | |
| Assetmark, Inc | 0.20% | 3,207,177 | $118,729,677 | $114,881,080 | -$3,848,597 | -3.24% | |
| Bank Of America Corp | 0.01% | 3,205,258 | $118,081,714 | $114,812,342 | -$3,269,372 | -2.77% | |
| D.A. Davidson & Co. | 0.56% | 2,831,810 | $104,833,606 | $101,435,434 | -$3,398,172 | -3.24% | |
| Ubs Group Ag | 0.02% | 2,703,859 | $99,610,166 | $96,852,229 | -$2,757,937 | -2.77% | |
| Raymond James Financial Inc | 0.03% | 2,626,969 | $96,777,537 | $94,098,030 | -$2,679,507 | -2.77% | |
| Creative Capital Management Investments Llc | 21.17% | 2,535,176 | $93,852,209 | $90,810,004 | -$3,042,205 | -3.24% | |
| Morton Capital Management Llc/Ca | 11.22% | 2,508,105 | $92,850,055 | $89,840,321 | -$3,009,734 | -3.24% | |
| New Capital Management Lp | 20.25% | 2,444,053 | $90,478,846 | $87,545,978 | -$2,932,868 | -3.24% | |
| Planning Center, Inc. | 8.31% | 2,391,457 | $88,101,288 | $85,661,990 | -$2,439,298 | -2.77% | |
| Pathstone Holdings, Llc | 0.34% | 2,541,201 | $86,324,638 | $91,025,820 | +$4,701,182 | +5.45% | |
| Geowealth Management, Llc | 2.68% | 2,311,945 | $85,172,093 | $82,813,870 | -$2,358,223 | -2.77% | |
| Core Wealth Management, Inc. | 24.82% | 2,250,434 | $83,311,083 | $80,610,546 | -$2,700,537 | -3.24% | |
| Captrust Financial Advisors | 0.13% | 2,231,887 | $82,222,728 | $79,946,192 | -$2,276,536 | -2.77% | |
| Jane Street Group, Llc | 0.05% | 2,214,709 | $81,589,880 | $79,330,876 | -$2,259,004 | -2.77% | |
| Tumwater Wealth Management, Llc | 28.76% | 2,158,889 | $79,533,471 | $77,331,404 | -$2,202,067 | -2.77% | |
| Evanson Asset Management, Llc | 4.20% | 2,304,226 | $78,274,559 | $82,537,375 | +$4,262,816 | +5.45% | |
| Confluence Wealth Services, Inc. | 2.18% | 2,070,402 | $76,272,868 | $74,161,800 | -$2,111,068 | -2.77% | |
| Capstone Financial Advisors, Inc. | 3.67% | 2,043,404 | $75,279,016 | $73,194,731 | -$2,084,285 | -2.77% | |
| Cardinal Point Capital Management Ulc | 4.12% | 2,002,396 | $74,128,684 | $71,725,825 | -$2,402,859 | -3.24% | |
| Glassman Wealth Services | 8.86% | 2,007,568 | $73,958,801 | $71,911,086 | -$2,047,715 | -2.77% | |
| Baker Boyer National Bank | 19.73% | 1,949,537 | $71,820,943 | $69,832,415 | -$1,988,528 | -2.77% | |
| Greenspring Advisors, Llc | 3.87% | 1,894,281 | $69,785,318 | $67,853,145 | -$1,932,173 | -2.77% | |
| Betterwealth, Llc | 11.42% | 1,823,321 | $67,499,349 | $65,311,358 | -$2,187,991 | -3.24% | |
| Lri Investments, Llc | 5.28% | 1,783,165 | $65,691,782 | $63,872,970 | -$1,818,812 | -2.77% | |
| Hb Wealth Management, Llc | 0.31% | 1,619,164 | $59,941,461 | $57,998,454 | -$1,943,007 | -3.24% | |
| Mars Jewett Financial Group, Inc. | 12.13% | 1,626,249 | $59,911,027 | $58,252,239 | -$1,658,788 | -2.77% | |
| Apella Capital, Llc | 0.76% | 1,613,440 | $59,826,355 | $57,793,421 | -$2,032,934 | -3.40% | |
| Financial Symmetry Inc | 18.90% | 1,598,157 | $59,163,765 | $57,245,984 | -$1,917,781 | -3.24% | |
| Trellis Wealth Advisors Llc | 19.52% | 1,577,659 | $58,404,926 | $56,511,745 | -$1,893,181 | -3.24% | |
| Jpmorgan Chase & Co | 0.00% | 1,585,523 | $58,093,568 | $56,793,434 | -$1,300,134 | -2.24% | |
| Asset Dedication, Llc | 3.65% | 1,572,354 | $57,925,522 | $56,321,720 | -$1,603,802 | -2.77% | |
| Hfm Investment Advisors, Llc | 19.83% | 1,534,860 | $56,544,192 | $54,978,685 | -$1,565,507 | -2.77% | |
| Master'S Wealth Management Inc. | 16.47% | 1,525,239 | $56,464,331 | $54,634,061 | -$1,830,270 | -3.24% |
Frequently asked questions about DFAX
Who are the largest institutional holders of DFAX?
The largest institutional holders of DFAX reported in the latest SEC Form 13F filings include Focus Partners Wealth, Alerus Financial Na, Lpl Financial Llc, Geometric Wealth Advisors, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported DFAX position.
What is DFAX institutional ownership?
This page tracks DFAX positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL WORLD EX US CORE (DFAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFAX?
InsiderSet currently tracks 711 institutional managers reporting DFAX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFAX shareholders.
How much DFAX stock do institutions own?
Institutional investment managers disclosed approximately $9.68B in DFAX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFAX institutional ownership last updated?
The latest DFAX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFAX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFAX position after the reporting date.
Are institutions buying or selling DFAX?
Institutional buying and selling can be analyzed by comparing DFAX positions across consecutive 13F reporting periods. InsiderSet's DFAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFAX ownership changes.
How has DFAX institutional ownership changed over time?
InsiderSet tracks DFAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.