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

Atomi 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	$234K	Buy	6,360 +162	+3%	+$5.95K	0.01%	1145
2026 Q1	$211K	Hold	6,198	–	–	0.01%	1130
2025 Q4	$203K	Sell	6,198 -1,051	-14%	-$33.5K	0.01%	1145
2025 Q3	$227K	Hold	7,249	–	–	0.01%	1049
2025 Q2	$213K	Sell	7,249 -652	-8%	-$17.9K	0.01%	1016
2025 Q1	$207K	Buy	+7,901	New	+$205K	0.01%	963

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Atomi Financial Group's DFAX Position: Q2 2026 in Review

Atomi Financial Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.6% in Q2 2026, buying an estimated $5.95K and bringing the position to 6,360 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #1145.

Atomi Financial Group first reported a position in DFAX in Q1 2025 and has held it in 6 quarters since. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Atomi Financial Group held 6,360 shares of Dimensional World ex US Core Equity 2 ETF worth $234K as of Q2 2026.
Atomi Financial Group bought 162 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $5.95K.
Dimensional World ex US Core Equity 2 ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1145 holding.
Atomi Financial Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and has held it in 6 quarters since.
714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.