Altiora Financial Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Altiora Financial Group’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	$49.2M	Buy	1,447,156 +12,292	+0.9%	+$428K	8.1%	2
2025 Q4	$47M	Sell	1,434,864 -10,407	-0.7%	-$332K	8.09%	2
2025 Q3	$45.4M	Sell	1,445,271 -19,077	-1%	-$579K	8.3%	3
2025 Q2	$43M	Sell	1,464,348 -17,281	-1%	-$476K	8.4%	3
2025 Q1	$38.8M	Sell	1,481,629 -39,930	-3%	-$1.04M	8.25%	3
2024 Q4	$37.8M	Sell	1,521,559 -1,092	-0.1%	-$28.2K	8.23%	2
2024 Q3	$41.1M	Buy	1,522,651 +24,462	+2%	+$635K	9.09%	2
2024 Q2	$38.1M	Buy	1,498,189 +170,780	+13%	+$4.36M	9.14%	2
2024 Q1	$33.8M	Sell	1,327,409 -12,580	-0.9%	-$308K	9.17%	2
2023 Q4	$32.7M	Buy	1,339,989 +404,884	+43%	+$9.26M	9.48%	2
2023 Q3	$21.1M	Sell	935,105 -98,173	-10%	-$2.3M	9.78%	2
2023 Q2	$24.1M	Buy	1,033,278 +8,646	+0.8%	+$201K	10.59%	2
2023 Q1	$23.6M	Sell	1,024,632 -18,704	-2%	-$427K	10.9%	2
2022 Q4	$22.5M	Buy	+1,043,336	New	+$21.7M	11.25%	2

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 $424B AUM 22.94% 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

Altiora Financial Group's DFAX Position: Q1 2026 in Review

Altiora Financial Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.86% in Q1 2026, buying an estimated $428K and bringing the position to 1,447,156 shares worth $49.2M. The position accounts for 8.1% of the portfolio, ranked #2.

Altiora Financial Group first reported a position in DFAX in Q4 2022 and has held it in 14 quarters since. 695 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Altiora Financial Group held 1,447,156 shares of Dimensional World ex US Core Equity 2 ETF worth $49.2M as of Q1 2026.
Altiora Financial Group bought 12,292 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $428K.
Dimensional World ex US Core Equity 2 ETF made up 8.1% of Altiora Financial Group's portfolio in Q1 2026, its #2 holding.
Altiora Financial Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
695 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.