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

Certuity’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	$422K	Sell	11,463 -2,213	-16%	-$81.3K	0.02%	402
2026 Q1	$465K	Sell	13,676 -4,354	-24%	-$152K	0.03%	310
2025 Q4	$590K	Hold	18,030	–	–	0.04%	244
2025 Q3	$566K	Hold	18,030	–	–	0.04%	241
2025 Q2	$530K	Buy	+18,030	New	+$496K	0.05%	197
2022 Q4	–	Sell	-12,084	Closed	-$228K	–	222
2022 Q3	$228K	Buy	12,084 +142	+1%	+$3.02K	0.05%	165
2022 Q2	$256K	Buy	11,942 +151	+1%	+$3.51K	0.07%	171
2022 Q1	$294K	Buy	11,791 +8	+0.1%	+$203	0.06%	211
2021 Q4	$308K	Buy	11,783 +112	+1%	+$2.92K	0.07%	206
2021 Q3	$302K	Buy	+11,671	New	+$309K	0.06%	275

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 22.96% 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 $1.08B AUM 19.77% 1-Year Est. Return

FMI

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

Certuity's DFAX Position: Q2 2026 in Review

Certuity reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 16% in Q2 2026, selling an estimated $81.3K and leaving 11,463 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #402.

Certuity first reported a position in DFAX in Q3 2021 and has held it in 10 quarters since. The position peaked at $590K in Q4 2025. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Certuity held 11,463 shares of Dimensional World ex US Core Equity 2 ETF worth $422K as of Q2 2026.
Certuity sold 2,213 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $81.3K.
Dimensional World ex US Core Equity 2 ETF made up 0.02% of Certuity's portfolio in Q2 2026, its #402 holding.
Certuity first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 10 quarters since.
Certuity's Dimensional World ex US Core Equity 2 ETF position peaked at $590K in Q4 2025.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.