DIMENSIONAL WORLD EX US CORE (DFAX) Institutional Shareholders
DIMENSIONAL WORLD EX US CORE (DFAX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $9.53B in DFAX holdings during the latest filing period.
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 $399.00M, representing an estimated gain of +4.21% 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
705
Total Reported Value
$9.53B
Largest Holder
Focus Partners Wealth
Largest Position
$382.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
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 | $398,997,443 | +$16,109,556 | +4.21% | |
| Alerus Financial Na | 13.49% | 8,368,617 | $308,299,850 | $321,271,207 | +$12,971,357 | +4.21% | |
| Lpl Financial Llc | 0.07% | 8,228,270 | $303,129,463 | $315,883,285 | +$12,753,822 | +4.21% | |
| Geometric Wealth Advisors | 31.00% | 7,779,410 | $286,593,451 | $298,651,550 | +$12,058,099 | +4.21% | |
| Envestnet Asset Management Inc | 0.06% | 6,693,905 | $246,603,444 | $256,979,013 | +$10,375,569 | +4.21% | |
| Allworth Financial Lp | 1.03% | 6,594,247 | $242,932,048 | $253,153,142 | +$10,221,094 | +4.21% | |
| Monograph Wealth Advisors, Llc | 19.64% | 6,491,032 | $239,129,604 | $249,190,718 | +$10,061,114 | +4.21% | |
| Glenmede Trust Co Na | 0.85% | 5,222,632 | $192,401,762 | $200,496,842 | +$8,095,080 | +4.21% | |
| Great Waters Wealth Management | 17.25% | 5,054,079 | $186,192,266 | $194,026,093 | +$7,833,827 | +4.21% | |
| Factory Mutual Insurance Co | 1.66% | 4,806,630 | $177,076,249 | $184,526,526 | +$7,450,277 | +4.21% | |
| Commonwealth Equity Services, Llc | 0.21% | 4,450,159 | $163,943,846 | $170,841,604 | +$6,897,758 | +4.21% | |
| Royal Bank Of Canada | 0.02% | 3,862,746 | $142,304,000 | $148,290,819 | +$5,986,819 | +4.21% | |
| Plancorp, Llc | 3.45% | 3,903,563 | $141,543,177 | $149,857,784 | +$8,314,607 | +5.87% | |
| Jfs Wealth Advisors, Llc | 6.88% | 3,743,466 | $137,909,297 | $143,711,660 | +$5,802,363 | +4.21% | |
| Triune Financial Partners, Llc | 28.41% | 3,692,741 | $136,040,578 | $141,764,327 | +$5,723,749 | +4.21% | |
| Focus Partners Advisor Solutions, Llc | 1.09% | 3,488,957 | $128,533,198 | $133,941,059 | +$5,407,861 | +4.21% | |
| Fifth Third Bancorp | 0.20% | 3,295,765 | $121,415,983 | $126,524,418 | +$5,108,435 | +4.21% | |
| Bank Of America Corp | 0.01% | 3,205,258 | $118,081,714 | $123,049,855 | +$4,968,141 | +4.21% | |
| Assetmark, Inc | 0.18% | 2,814,600 | $103,689,874 | $108,052,494 | +$4,362,620 | +4.21% | |
| D.A. Davidson & Co. | 0.57% | 2,791,019 | $102,821,140 | $107,147,219 | +$4,326,079 | +4.21% | |
| Ubs Group Ag | 0.02% | 2,703,859 | $99,610,166 | $103,801,147 | +$4,190,981 | +4.21% | |
| Raymond James Financial Inc | 0.03% | 2,626,969 | $96,777,537 | $100,849,340 | +$4,071,803 | +4.21% | |
| Morton Capital Management Llc/Ca | 12.42% | 2,465,252 | $90,819,901 | $94,641,024 | +$3,821,123 | +4.21% | |
| Creative Capital Management Investments Llc | 20.69% | 2,434,768 | $89,696,856 | $93,470,744 | +$3,773,888 | +4.21% | |
| New Capital Management Lp | 20.22% | 2,410,224 | $88,792,640 | $92,528,499 | +$3,735,859 | +4.21% | |
| Johnson Wealth Management, Llc | 21.20% | 2,586,829 | $88,534,559 | $99,308,365 | +$10,773,806 | +12.17% | |
| Planning Center, Inc. | 8.31% | 2,391,457 | $88,101,288 | $91,808,034 | +$3,706,746 | +4.21% | |
| Pathstone Holdings, Llc | 0.34% | 2,541,201 | $86,324,638 | $97,556,706 | +$11,232,068 | +13.01% | |
| Core Wealth Management, Inc. | 23.95% | 2,313,175 | $85,217,374 | $88,802,788 | +$3,585,414 | +4.21% | |
| Geowealth Management, Llc | 2.68% | 2,311,945 | $85,172,093 | $88,755,569 | +$3,583,476 | +4.21% | |
| Captrust Financial Advisors | 0.13% | 2,231,887 | $82,222,728 | $85,682,142 | +$3,459,414 | +4.21% | |
| Jane Street Group, Llc | 0.05% | 2,214,709 | $81,589,880 | $85,022,679 | +$3,432,799 | +4.21% | |
| Tumwater Wealth Management, Llc | 28.76% | 2,158,889 | $79,533,471 | $82,879,749 | +$3,346,278 | +4.21% | |
| Evanson Asset Management, Llc | 4.20% | 2,304,226 | $78,274,559 | $88,459,236 | +$10,184,677 | +13.01% | |
| Confluence Wealth Services, Inc. | 2.18% | 2,070,402 | $76,272,868 | $79,482,733 | +$3,209,865 | +4.21% | |
| Capstone Financial Advisors, Inc. | 3.67% | 2,043,404 | $75,279,016 | $78,446,280 | +$3,167,264 | +4.21% | |
| Glassman Wealth Services | 8.86% | 2,007,568 | $73,958,801 | $77,070,536 | +$3,111,735 | +4.21% | |
| Cardinal Point Capital Management Ulc | 4.10% | 1,963,742 | $72,344,262 | $75,388,055 | +$3,043,793 | +4.21% | |
| Baker Boyer National Bank | 19.73% | 1,949,537 | $71,820,943 | $74,842,725 | +$3,021,782 | +4.21% | |
| Greenspring Advisors, Llc | 3.87% | 1,894,281 | $69,785,318 | $72,721,448 | +$2,936,130 | +4.21% | |
| Betterwealth, Llc | 11.79% | 1,808,735 | $66,633,788 | $69,437,337 | +$2,803,549 | +4.21% | |
| Lri Investments, Llc | 5.28% | 1,783,165 | $65,691,782 | $68,455,704 | +$2,763,922 | +4.21% | |
| Mars Jewett Financial Group, Inc. | 12.13% | 1,626,249 | $59,911,027 | $62,431,699 | +$2,520,672 | +4.21% | |
| Financial Symmetry Inc | 19.71% | 1,603,245 | $59,063,528 | $61,548,576 | +$2,485,048 | +4.21% | |
| Trellis Wealth Advisors Llc | 20.19% | 1,596,426 | $58,812,320 | $61,286,794 | +$2,474,474 | +4.21% | |
| Apella Capital, Llc | 0.83% | 1,602,530 | $58,604,527 | $61,521,127 | +$2,916,600 | +4.98% | |
| Jpmorgan Chase & Co | 0.00% | 1,585,523 | $58,093,568 | $60,868,228 | +$2,774,660 | +4.78% | |
| Asset Dedication, Llc | 3.65% | 1,572,354 | $57,925,522 | $60,362,670 | +$2,437,148 | +4.21% | |
| Hfm Investment Advisors, Llc | 19.83% | 1,534,860 | $56,544,192 | $58,923,275 | +$2,379,083 | +4.21% | |
| Strathmore Capital Advisors, Inc. | 14.65% | 1,492,148 | $54,418,635 | $57,283,562 | +$2,864,927 | +5.26% |
Frequently asked questions about DFAX
Who owns the most DFAX stock?
The largest holders of DFAX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL WORLD EX US CORE (DFAX).
Is DFAX widely held by superinvestors?
Many widely followed stocks like DFAX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFAX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.