Alpha Financial Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Alpha Financial Advisors’s Portfolio DFAX Stock Details DFAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.31M	Sell	62,480 -363	-0.6%	-$13.6K	0.61%	20
2026 Q2	$2.32M	Sell	62,843 -99	-0.2%	-$3.64K	0.61%	20
2026 Q1	$2.14M	Sell	62,942 -1,918	-3%	-$66.7K	0.66%	18
2025 Q4	$2.12M	Sell	64,860 -197	-0.3%	-$6.28K	0.65%	18
2025 Q3	$2.04M	Sell	65,057 -265	-0.4%	-$8.05K	0.72%	17
2025 Q2	$1.92M	Sell	65,322 -1,711	-3%	-$47.1K	0.74%	17
2025 Q1	$1.76M	Sell	67,033 -1,904	-3%	-$49.4K	0.78%	13
2024 Q4	$1.71M	Sell	68,937 -98	-0.1%	-$2.54K	0.78%	14
2024 Q3	$1.86M	Sell	69,035 -253	-0.4%	-$6.56K	0.82%	14
2024 Q2	$1.76M	Sell	69,288 -5,615	-7%	-$143K	0.85%	14
2024 Q1	$1.91M	Sell	74,903 -1,229	-2%	-$30.1K	0.9%	14
2023 Q4	$1.86M	Sell	76,132 -2,805	-4%	-$64.1K	0.94%	14
2023 Q3	$1.78M	Sell	78,937 -1,002	-1%	-$23.4K	1.13%	15
2023 Q2	$1.86M	Sell	79,939 -14,818	-16%	-$345K	1.17%	15
2023 Q1	$2.19M	Sell	94,757 -10,067	-10%	-$230K	1.52%	13
2022 Q4	$2.26M	Buy	+104,824	New	+$2.18M	1.97%	12

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.27B AUM 22.87% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Alpha Financial Advisors's DFAX Position: Q3 2026 in Review

Alpha Financial Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.58% in Q3 2026, selling an estimated $13.6K and leaving 62,480 shares worth $2.31M. The position accounts for 0.61% of the portfolio, ranked #20.

Alpha Financial Advisors first reported a position in DFAX in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.32M in Q2 2026. 648 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Alpha Financial Advisors held 62,480 shares of Dimensional World ex US Core Equity 2 ETF worth $2.31M as of Q3 2026.
Alpha Financial Advisors sold 363 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $13.6K.
Dimensional World ex US Core Equity 2 ETF made up 0.61% of Alpha Financial Advisors's portfolio in Q3 2026, its #20 holding.
Alpha Financial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
Alpha Financial Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $2.32M in Q2 2026.
648 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Alpha Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.