CIBC Private Wealth Group
DFAX icon

CIBC Private Wealth Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$686K Buy
20,959
+4,416
+27% +$141K ﹤0.01% 789
2025
Q3 		$519K Buy
16,543
+9,231
+126% +$280K ﹤0.01% 853
2025
Q2 		$215K Buy
7,312
+90
+1% +$2.48K ﹤0.01% 1105
2025
Q1 		$169K Buy
7,222
+18
+0.2% +$467 ﹤0.01% 1135
2024
Q4 		$180K Sell
7,204
-504
-7% -$13K ﹤0.01% 1195
2024
Q3 		$208K Buy
7,708
+48
+0.6% +$1.25K ﹤0.01% 1170
2024
Q2 		$198K Sell
7,660
-640
-8% -$16.4K ﹤0.01% 1108
2024
Q1 		$211K Buy
+8,300
New +$203K ﹤0.01% 1098
2022
Q2 		– Sell
-16,757
Closed -$418K – 1216
2022
Q1 		$418K Hold
16,757
– – ﹤0.01% 790
2021
Q4 		$438K Hold
16,757
– – ﹤0.01% 799
2021
Q3 		$434K Buy
+16,757
New +$443K ﹤0.01% 748

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
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

CIBC Private Wealth Group's DFAX Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 27% in Q4 2025, buying an estimated $141K and bringing the position to 20,959 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

CIBC Private Wealth Group first reported a position in DFAX in Q3 2021 and has held it in 11 quarters since. 673 funds tracked by Wall St. Rank hold DFAX as of Q4 2025.

  • CIBC Private Wealth Group held 20,959 shares of Dimensional World ex US Core Equity 2 ETF worth $686K as of Q4 2025.
  • CIBC Private Wealth Group bought 4,416 Dimensional World ex US Core Equity 2 ETF shares in Q4 2025, an estimated $141K.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #789 holding.
  • CIBC Private Wealth Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 11 quarters since.
  • 673 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.