CFS Investment Advisory Services’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

CFS Investment Advisory Services’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	$1.01M	Sell	27,664 -265	-0.9%	-$9.74K	0.07%	192
2026 Q1	$1.03M	Buy	27,929 +2,180	+8%	+$75.9K	0.07%	191
2025 Q4	$843K	Sell	25,749 -2,451	-9%	-$78.2K	0.06%	195
2025 Q3	$898K	Hold	28,200	–	–	0.07%	189
2025 Q2	$828K	Hold	28,200	–	–	0.07%	187
2025 Q1	$739K	Sell	28,200 -3,021	-10%	-$78.4K	0.07%	186
2024 Q4	$776K	Hold	31,221	–	–	0.07%	176
2024 Q3	$843K	Hold	31,221	–	–	0.07%	167
2024 Q2	$794K	Hold	31,221	–	–	0.06%	157
2024 Q1	$794K	Hold	31,221	–	–	0.13%	94
2023 Q4	$762K	Hold	31,221	–	–	0.14%	84
2023 Q3	$703K	Hold	31,221	–	–	0.11%	106
2023 Q2	$728K	Sell	31,221 -1,408	-4%	-$32.8K	0.09%	139
2023 Q1	$752K	Sell	32,629 -22,942	-41%	-$524K	0.14%	80
2022 Q4	$1.2M	Sell	55,571 -6,104	-10%	-$127K	0.27%	56
2022 Q3	$1.17M	Sell	61,675 -72,448	-54%	-$1.54M	0.3%	45
2022 Q2	$2.88M	Buy	+134,123	New	+$3.12M	0.44%	42
2021 Q4	$495K	Buy	+19,373	New	+$506K	0.07%	165

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

CFS Investment Advisory Services's DFAX Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.95% in Q2 2026, selling an estimated $9.74K and leaving 27,664 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #192.

CFS Investment Advisory Services first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.88M in Q2 2022. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

CFS Investment Advisory Services held 27,664 shares of Dimensional World ex US Core Equity 2 ETF worth $1.01M as of Q2 2026.
CFS Investment Advisory Services sold 265 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $9.74K.
Dimensional World ex US Core Equity 2 ETF made up 0.07% of CFS Investment Advisory Services's portfolio in Q2 2026, its #192 holding.
CFS Investment Advisory Services first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
CFS Investment Advisory Services's Dimensional World ex US Core Equity 2 ETF position peaked at $2.88M in Q2 2022.
714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.