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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
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
-1,171,145
-95% -$24.3M 0.27% 56
2022
Q3 		$1.23M Buy
1,226,716
+1,092,593
+815% +$23.2M 0.28% 50
2022
Q2 		$2.88M Sell
134,123
-1,155,567
-90% -$26.9M 0.44% 42
2022
Q1 		$52K Buy
1,289,690
+1,270,317
+6,557% +$32.2M 0.23% 57
2021
Q4 		$495K Buy
+19,373
New +$506K 0.07% 165

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 $376B 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 $24.6B 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