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

Cahill 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 Q2	$39.3M	Buy	1,067,151 +48,592	+5%	+$1.79M	3.77%	6
2026 Q1	$34.6M	Buy	1,018,559 +58,323	+6%	+$2.03M	3.75%	7
2025 Q4	$31.4M	Buy	960,236 +110,924	+13%	+$3.54M	3.44%	7
2025 Q3	$26.7M	Buy	849,312 +70,533	+9%	+$2.14M	3.03%	8
2025 Q2	$22.9M	Buy	778,779 +65,566	+9%	+$1.8M	2.84%	8
2025 Q1	$18.7M	Buy	713,213 +60,154	+9%	+$1.56M	2.54%	11
2024 Q4	$16.2M	Buy	653,059 +1,072	+0.2%	+$27.7K	2.2%	15
2024 Q3	$17.6M	Buy	651,987 +50,375	+8%	+$1.31M	2.41%	14
2024 Q2	$15.3M	Buy	601,612 +19,165	+3%	+$490K	2.09%	15
2024 Q1	$14.8M	Buy	582,447 +57,271	+11%	+$1.4M	2.02%	15
2023 Q4	$12.8M	Buy	525,176 +88,363	+20%	+$2.02M	1.9%	16
2023 Q3	$9.84M	Buy	436,813 +19,715	+5%	+$461K	1.63%	17
2023 Q2	$9.72M	Buy	417,098 +31,925	+8%	+$744K	1.57%	19
2023 Q1	$8.88M	Buy	385,173 +16,992	+5%	+$388K	1.58%	17
2022 Q4	$7.95M	Buy	368,181 +87,654	+31%	+$1.82M	1.53%	18
2022 Q3	$5.3M	Sell	280,527 -34	-0%	-$722	1.12%	21
2022 Q2	$6.01M	Buy	280,561 +41,435	+17%	+$964K	1.28%	19
2022 Q1	$5.97M	Buy	239,126 +17,012	+8%	+$431K	1.12%	20
2021 Q4	$5.8M	Buy	222,114 +71,228	+47%	+$1.86M	1.12%	21
2021 Q3	$3.9M	Buy	+150,886	New	+$3.99M	0.8%	28

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Cahill Financial Advisors's DFAX Position: Q2 2026 in Review

Cahill Financial Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.8% in Q2 2026, buying an estimated $1.79M and bringing the position to 1,067,151 shares worth $39.3M. The position accounts for 3.77% of the portfolio, ranked #6.

Cahill Financial Advisors first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 585 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Cahill Financial Advisors held 1,067,151 shares of Dimensional World ex US Core Equity 2 ETF worth $39.3M as of Q2 2026.
Cahill Financial Advisors bought 48,592 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $1.79M.
Dimensional World ex US Core Equity 2 ETF made up 3.77% of Cahill Financial Advisors's portfolio in Q2 2026, its #6 holding.
Cahill Financial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
585 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.