DIMENSIONAL WORLD EX US CORE (DFAX) Top 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 $8.37B 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 $353.36M in its March 31, 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 $383.94M, representing an estimated gain of +8.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 28% of the total disclosed DFAX value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Lpl Financial Llc, Alerus Financial Na, 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
679
Total Reported Value
$8.37B
Largest Holder
Focus Partners Wealth
Largest Position
$353.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
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% | 10,402,150 | $353,361,035 | $383,943,356 | +$30,582,321 | +8.65% | |
| Lpl Financial Llc | 0.08% | 8,590,950 | $291,834,565 | $317,091,965 | +$25,257,400 | +8.65% | |
| Alerus Financial Na | 14.15% | 8,416,314 | $285,902,186 | $310,646,150 | +$24,743,964 | +8.65% | |
| Geometric Wealth Advisors | 31.71% | 7,454,243 | $253,220,628 | $275,136,109 | +$21,915,481 | +8.65% | |
| Allworth Financial Lp | 1.00% | 7,258,730 | $246,579,065 | $267,919,724 | +$21,340,659 | +8.65% | |
| Envestnet Asset Management Inc | 0.06% | 6,604,704 | $224,361,807 | $243,779,625 | +$19,417,818 | +8.65% | |
| Monograph Wealth Advisors, Llc | 19.86% | 6,166,855 | $209,488,060 | $227,618,618 | +$18,130,558 | +8.65% | |
| Great Waters Wealth Management | 17.25% | 5,054,079 | $186,192,266 | $186,546,056 | +$353,790 | +0.19% | |
| Factory Mutual Insurance Co | 1.84% | 4,806,630 | $163,281,221 | $177,412,713 | +$14,131,492 | +8.65% | |
| Commonwealth Equity Services, Llc | 0.21% | 4,323,741 | $146,877,487 | $159,589,280 | +$12,711,793 | +8.65% | |
| Plancorp, Llc | 4.03% | 3,942,065 | $141,598,989 | $145,501,619 | +$3,902,630 | +2.76% | |
| Jfs Wealth Advisors, Llc | 6.88% | 3,743,466 | $137,909,297 | $138,171,330 | +$262,033 | +0.19% | |
| Royal Bank Of Canada | 0.02% | 3,769,013 | $128,032,000 | $139,114,270 | +$11,082,270 | +8.66% | |
| Focus Partners Advisor Solutions, Llc | 1.28% | 3,727,832 | $126,631,474 | $137,594,279 | +$10,962,805 | +8.66% | |
| Triune Financial Partners, Llc | 29.32% | 3,630,000 | $123,311,093 | $133,983,300 | +$10,672,207 | +8.65% | |
| Fifth Third Bancorp | 0.22% | 3,513,309 | $119,347,107 | $129,676,235 | +$10,329,128 | +8.65% | |
| Captrust Financial Advisors | 0.18% | 2,952,121 | $100,283,475 | $108,962,786 | +$8,679,311 | +8.65% | |
| Assetmark, Inc | 0.20% | 2,875,490 | $97,680,408 | $106,134,336 | +$8,453,928 | +8.65% | |
| D.A. Davidson & Co. | 0.57% | 2,783,778 | $94,564,939 | $102,749,246 | +$8,184,307 | +8.65% | |
| Pathstone Holdings, Llc | 0.34% | 2,541,201 | $86,324,638 | $93,795,729 | +$7,471,091 | +8.65% | |
| Ubs Group Ag | 0.02% | 2,518,742 | $85,561,666 | $92,966,767 | +$7,405,101 | +8.65% | |
| Raymond James Financial Inc | 0.03% | 2,497,062 | $84,825,201 | $92,166,558 | +$7,341,357 | +8.65% | |
| Bank Of America Corp | 0.01% | 2,450,708 | $83,250,536 | $90,455,632 | +$7,205,096 | +8.65% | |
| Planning Center, Inc. | 8.38% | 2,434,023 | $82,683,754 | $89,839,789 | +$7,156,035 | +8.65% | |
| Core Wealth Management, Inc. | 24.92% | 2,394,043 | $81,325,647 | $88,364,127 | +$7,038,480 | +8.65% | |
| Morton Capital Management Llc/Ca | 12.09% | 2,391,645 | $81,244,165 | $88,275,617 | +$7,031,452 | +8.65% | |
| Geowealth Management, Llc | 2.93% | 2,390,556 | $81,207,212 | $88,235,422 | +$7,028,210 | +8.65% | |
| New Capital Management Lp | 20.00% | 2,387,805 | $81,113,731 | $88,133,883 | +$7,020,152 | +8.65% | |
| Evanson Asset Management, Llc | 4.20% | 2,304,226 | $78,274,559 | $85,048,982 | +$6,774,423 | +8.65% | |
| Creative Capital Management Investments Llc | 20.97% | 2,150,975 | $73,068,634 | $79,392,487 | +$6,323,853 | +8.65% | |
| Tumwater Wealth Management, Llc | 29.35% | 2,148,190 | $72,974,014 | $79,289,693 | +$6,315,679 | +8.65% | |
| Greenspring Advisors, Llc | 4.44% | 2,143,587 | $72,817,648 | $79,119,796 | +$6,302,148 | +8.65% | |
| Capstone Financial Advisors, Inc. | 3.78% | 2,065,674 | $70,170,940 | $76,244,027 | +$6,073,087 | +8.65% | |
| Glassman Wealth Services | 9.23% | 1,997,755 | $67,863,721 | $73,737,137 | +$5,873,416 | +8.65% | |
| Cardinal Point Capital Management Ulc | 4.06% | 1,949,020 | $66,208,193 | $71,938,328 | +$5,730,135 | +8.65% | |
| Betterwealth, Llc | 12.14% | 1,822,328 | $61,904,498 | $67,262,126 | +$5,357,628 | +8.65% | |
| Confluence Wealth Services, Inc. | 2.32% | 1,764,001 | $59,923,098 | $65,109,277 | +$5,186,179 | +8.65% | |
| Baker Boyer National Bank | 17.98% | 1,762,066 | $59,857,382 | $65,037,856 | +$5,180,474 | +8.65% | |
| Apella Capital, Llc | 0.83% | 1,602,530 | $58,604,527 | $59,149,382 | +$544,855 | +0.93% | |
| Financial Symmetry Inc | 20.10% | 1,544,450 | $56,588,666 | $57,005,649 | +$416,983 | +0.74% | |
| Trellis Wealth Advisors Llc | 20.96% | 1,621,272 | $55,074,611 | $59,841,150 | +$4,766,539 | +8.65% | |
| Mars Jewett Financial Group, Inc. | 17.11% | 1,589,820 | $54,006,171 | $58,680,256 | +$4,674,085 | +8.65% | |
| Lri Investments, Llc | 4.73% | 1,573,458 | $53,450,361 | $58,076,335 | +$4,625,974 | +8.65% | |
| Hfm Investment Advisors, Llc | 20.45% | 1,565,178 | $53,169,098 | $57,770,720 | +$4,601,622 | +8.65% | |
| Jackson Thornton Wealth Management, Llc | 4.60% | 1,422,904 | $51,110,719 | $52,519,387 | +$1,408,668 | +2.76% | |
| Strathmore Capital Advisors, Inc. | 14.39% | 1,401,514 | $50,917,002 | $51,729,882 | +$812,880 | +1.60% | |
| Altiora Financial Group, Llc | 8.10% | 1,447,156 | $49,159,886 | $53,414,528 | +$4,254,642 | +8.65% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 2.74% | 1,416,825 | $48,129,555 | $52,295,011 | +$4,165,456 | +8.65% | |
| Master'S Wealth Management Inc. | 16.05% | 1,394,816 | $47,381,894 | $51,482,659 | +$4,100,765 | +8.65% | |
| Shankervalleau Wealth Advisors, Inc. | 12.38% | 1,275,089 | $46,974,278 | $47,063,535 | +$89,257 | +0.19% |
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.