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DFAX icon

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

Caprock 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 		$347K Hold
10,206
– – 0.01% 871
2025
Q4 		$334K Hold
10,206
– – 0.01% 957
2025
Q3 		$312K Buy
+10,206
New +$310K 0.01% 929
2025
Q1 		$267K Sell
10,206
-231
-2% -$6K 0.01% 910
2024
Q4 		$259K Hold
10,437
– – 0.01% 853
2024
Q3 		$282K Sell
10,437
-470
-4% -$12.2K 0.01% 742
2024
Q2 		$277K Buy
+10,907
New +$279K 0.01% 709

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
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
GT
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 $8.89B AUM 25.87% 1-Year Est. Return

Caprock Group's DFAX Position: Q1 2026 in Review

Caprock Group held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q1 2026 at 10,206 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #871.

Caprock Group first reported a position in DFAX in Q2 2024 and has held it in 7 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Caprock Group held 10,206 shares of Dimensional World ex US Core Equity 2 ETF worth $347K as of Q1 2026.
  • Caprock Group left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #871 holding.
  • Caprock Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and has held it in 7 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.