Cerity Partners
DFAX icon

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
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
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

Cerity Partners's DFAX Position: Q1 2026 in Review

Cerity Partners increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 6.8% in Q1 2026, buying an estimated $229K and bringing the position to 103,018 shares worth $3.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Cerity Partners first reported a position in DFAX in Q3 2022 and has held it in 15 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Cerity Partners held 103,018 shares of Dimensional World ex US Core Equity 2 ETF worth $3.5M as of Q1 2026.
  • Cerity Partners bought 6,595 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $229K.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1179 holding.
  • Cerity Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2022 and has held it in 15 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.