Cerity Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Cerity Partners’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	$4.23M	Buy	114,714 +11,696	+11%	+$430K	0.01%	1189
2026 Q1	$3.5M	Buy	103,018 +6,595	+7%	+$229K	﹤0.01%	1179
2025 Q4	$3.16M	Sell	96,423 -2,273	-2%	-$72.5K	﹤0.01%	1148
2025 Q3	$3.1M	Buy	98,696 +13,846	+16%	+$420K	0.01%	1091
2025 Q2	$2.49M	Buy	84,850 +710	+0.8%	+$19.5K	﹤0.01%	1114
2025 Q1	$2.2M	Sell	84,140 -5,240	-6%	-$136K	﹤0.01%	1077
2024 Q4	$2.24M	Buy	89,380 +1,567	+2%	+$40.5K	﹤0.01%	1056
2024 Q3	$2.37M	Buy	87,813 +222	+0.3%	+$5.76K	0.01%	1016
2024 Q2	$2.23M	Buy	87,591 +47,307	+117%	+$1.21M	0.01%	867
2024 Q1	$1.02M	Buy	40,284 +16,669	+71%	+$408K	﹤0.01%	1267
2023 Q4	$576K	Buy	23,615 +13,413	+131%	+$307K	﹤0.01%	1211
2023 Q3	$230K	Sell	10,202 -13,614	-57%	-$318K	﹤0.01%	1243
2023 Q2	$556K	Sell	23,816 -1,027	-4%	-$23.9K	﹤0.01%	1136
2023 Q1	$573K	Sell	24,843 -619	-2%	-$14.1K	﹤0.01%	1230
2022 Q4	$550K	Buy	25,462 +1,204	+5%	+$25K	﹤0.01%	899
2022 Q3	$458K	Buy	+24,258	New	+$515K	0.01%	743

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 22.9% 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 $1.11B AUM 11.16% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cerity Partners's DFAX Position: Q2 2026 in Review

Cerity Partners increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 11% in Q2 2026, buying an estimated $430K and bringing the position to 114,714 shares worth $4.23M. The position accounts for 0.01% of the portfolio, ranked #1189.

Cerity Partners first reported a position in DFAX in Q3 2022 and has held it in 16 quarters since. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Cerity Partners held 114,714 shares of Dimensional World ex US Core Equity 2 ETF worth $4.23M as of Q2 2026.
Cerity Partners bought 11,696 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $430K.
Dimensional World ex US Core Equity 2 ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1189 holding.
Cerity Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.