Chico Wealth RIA’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Chico Wealth RIA’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	$331K	Buy	9,737 +9	+0.1%	+$313	0.2%	32
2025 Q4	$318K	Buy	9,728 +352	+4%	+$11.2K	0.21%	28
2025 Q3	$294K	Buy	9,376 +324	+4%	+$9.84K	0.2%	28
2025 Q2	$266K	Hold	9,052	–	–	0.21%	26
2025 Q1	$237K	Hold	9,052	–	–	0.21%	24
2024 Q4	$225K	Buy	9,052 +793	+10%	+$20.5K	0.2%	25
2024 Q3	$223K	Buy	+8,259	New	+$214K	0.19%	28
2023 Q4	–	Sell	-10,210	Closed	-$230K	–	35
2023 Q3	$230K	Sell	10,210 -15,984	-61%	-$374K	0.28%	24
2023 Q2	$611K	Hold	26,194	–	–	0.73%	12
2023 Q1	$604K	Hold	26,194	–	–	0.78%	12
2022 Q4	$566K	Buy	26,194 +2,236	+9%	+$46.5K	0.63%	13
2022 Q3	$453K	Buy	+23,958	New	+$509K	0.53%	16

Other funds holding DFAX

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

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

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return