Cedar Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Cedar Wealth Management’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	–	Sell	-4,709	Closed	-$154K	–	132
2025 Q4	$154K	Hold	4,709	–	–	0.05%	91
2025 Q3	$148K	Hold	4,709	–	–	0.05%	93
2025 Q2	$138K	Hold	4,709	–	–	0.05%	88
2025 Q1	$123K	Hold	4,709	–	–	0.04%	91
2024 Q4	$117K	Hold	4,709	–	–	0.04%	85
2024 Q3	$127K	Hold	4,709	–	–	0.04%	117
2024 Q2	$120K	Hold	4,709	–	–	0.04%	118
2024 Q1	$120K	Hold	4,709	–	–	0.04%	124
2023 Q4	$115K	Hold	4,709	–	–	0.04%	122
2023 Q3	$106K	Hold	4,709	–	–	0.04%	126
2023 Q2	$110K	Hold	4,709	–	–	0.04%	122
2023 Q1	$109K	Hold	4,709	–	–	0.04%	118
2022 Q4	$102K	Sell	4,709 -257,172	-98%	-$5.35M	0.05%	110
2022 Q3	$4.95M	Hold	261,881	–	–	2.46%	9
2022 Q2	$5.62M	Hold	261,881	–	–	2.57%	8
2022 Q1	$6.53M	Buy	261,881 +3	+0%	+$76	2.64%	8
2021 Q4	$6.84M	Sell	261,878 -104,582	-29%	-$2.73M	2.76%	7
2021 Q3	$9.48M	Buy	+366,460	New	+$9.7M	4.22%	6

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 $374B AUM 17.66% 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 $8.89B AUM 25.87% 1-Year Est. Return

Cedar Wealth Management's DFAX Position: Q1 2026 in Review

Cedar Wealth Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2026, closing a stake of 4,709 shares — an estimated $154K sold.

Cedar Wealth Management first reported a position in DFAX in Q3 2021 and held it in 18 quarters. The position peaked at $9.48M in Q3 2021. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Cedar Wealth Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 4,709 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $154K.
Cedar Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 18 quarters.
Cedar Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $9.48M in Q3 2021.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.