Clifford Swan Investment Counsel’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Clifford Swan Investment Counsel’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	$459K	Hold	13,525	–	–	0.02%	220
2025 Q4	$443K	Hold	13,525	–	–	0.01%	232
2025 Q3	$424K	Hold	13,525	–	–	0.01%	240
2025 Q2	$397K	Hold	13,525	–	–	0.01%	242
2025 Q1	$354K	Hold	13,525	–	–	0.01%	242
2024 Q4	$336K	Hold	13,525	–	–	0.01%	253
2024 Q3	$365K	Hold	13,525	–	–	0.01%	252
2024 Q2	$344K	Hold	13,525	–	–	0.01%	251
2024 Q1	$344K	Hold	13,525	–	–	0.01%	253
2023 Q4	$330K	Sell	13,525 -3,160	-19%	-$72.3K	0.01%	251
2023 Q3	$376K	Buy	16,685 +2,545	+18%	+$59.5K	0.02%	236
2023 Q2	$330K	Hold	14,140	–	–	0.01%	248
2023 Q1	$326K	Hold	14,140	–	–	0.01%	248
2022 Q4	$305K	Buy	+14,140	New	+$294K	0.01%	253

Other funds holding DFAX

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWA

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

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 $10.6B AUM 34.1% 1-Year Est. Return

Clifford Swan Investment Counsel's DFAX Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q1 2026 at 13,525 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #220.

Clifford Swan Investment Counsel first reported a position in DFAX in Q4 2022 and has held it in 14 quarters since. 697 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Clifford Swan Investment Counsel held 13,525 shares of Dimensional World ex US Core Equity 2 ETF worth $459K as of Q1 2026.
Clifford Swan Investment Counsel left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #220 holding.
Clifford Swan Investment Counsel first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
697 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.