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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
Q2 		$54.1M Buy
1,468,984
+21,828
+2% +$802K 8.53% 2
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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: Q2 2026 in Review

Altiora Financial Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.5% in Q2 2026, buying an estimated $802K and bringing the position to 1,468,984 shares worth $54.1M. The position accounts for 8.53% of the portfolio, ranked #2.

Altiora Financial Group first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Altiora Financial Group held 1,468,984 shares of Dimensional World ex US Core Equity 2 ETF worth $54.1M as of Q2 2026.
  • Altiora Financial Group bought 21,828 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $802K.
  • Dimensional World ex US Core Equity 2 ETF made up 8.53% of Altiora Financial Group's portfolio in Q2 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 15 quarters since.
  • 714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.