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 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 $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Alpha Financial Advisors's DFAX Position: Q1 2026 in Review

Alpha Financial Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3% in Q1 2026, selling an estimated $66.7K and leaving 62,942 shares worth $2.14M. The position accounts for 0.66% of the portfolio, ranked #18.

Alpha Financial Advisors first reported a position in DFAX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.26M in Q4 2022. 695 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Alpha Financial Advisors held 62,942 shares of Dimensional World ex US Core Equity 2 ETF worth $2.14M as of Q1 2026.
Alpha Financial Advisors sold 1,918 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $66.7K.
Dimensional World ex US Core Equity 2 ETF made up 0.66% of Alpha Financial Advisors's portfolio in Q1 2026, its #18 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 14 quarters since.
Alpha Financial Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $2.26M in Q4 2022.
695 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.