Commonwealth Equity Services
DFAX icon

Commonwealth Equity Services’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Commonwealth Equity 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 		$147M Buy
4,323,741
+242,778
+6% +$8.45M 0.21% 90
2025
Q4 		$134M Sell
4,080,963
-736,476
-15% -$23.5M 0.18% 108
2025
Q3 		$151M Sell
4,817,439
-116,537
-2% -$3.54M 0.2% 96
2025
Q2 		$145M Sell
4,933,976
-149,432
-3% -$4.11M 0.19% 93
2025
Q1 		$133M Sell
5,083,408
-943,138
-16% -$24.5M 0.19% 99
2024
Q4 		$150M Buy
6,026,546
+324,453
+6% +$8.39M 0.22% 81
2024
Q3 		$154M Buy
5,702,093
+280,571
+5% +$7.28M 0.23% 78
2024
Q2 		$138M Sell
5,421,522
-310,631
-5% -$7.94M 0.22% 84
2024
Q1 		$146M Buy
5,732,153
+211,845
+4% +$5.18M 0.24% 77
2023
Q4 		$135M Buy
5,520,308
+111,082
+2% +$2.54M 0.25% 76
2023
Q3 		$122M Buy
5,409,226
+180,435
+3% +$4.22M 0.25% 78
2023
Q2 		$122M Buy
5,228,791
+498,022
+11% +$11.6M 0.25% 78
2023
Q1 		$109K Buy
4,730,769
+392,033
+9% +$8.96M 0.23% 82
2022
Q4 		$93.7M Buy
4,338,736
+1,607,649
+59% +$33.4M 0.23% 89
2022
Q3 		$51.6M Buy
2,731,087
+370,484
+16% +$7.87M 0.13% 149
2022
Q2 		$50.6M Buy
2,360,603
+177,781
+8% +$4.14M 0.13% 152
2022
Q1 		$54.5M Buy
2,182,822
+714,174
+49% +$18.1M 0.12% 159
2021
Q4 		$38.3M Buy
1,468,648
+543,649
+59% +$14.2M 0.09% 219
2021
Q3 		$23.9M Buy
+924,999
New +$24.5M 0.06% 301

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 $377B 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 $24.7B 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

Commonwealth Equity Services's DFAX Position: Q1 2026 in Review

Commonwealth Equity Services increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 5.9% in Q1 2026, buying an estimated $8.45M and bringing the position to 4,323,741 shares worth $147M. The position accounts for 0.21% of the portfolio, ranked #90.

Commonwealth Equity Services first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. The position peaked at $154M in Q3 2024. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Commonwealth Equity Services held 4,323,741 shares of Dimensional World ex US Core Equity 2 ETF worth $147M as of Q1 2026.
  • Commonwealth Equity Services bought 242,778 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $8.45M.
  • Dimensional World ex US Core Equity 2 ETF made up 0.21% of Commonwealth Equity Services's portfolio in Q1 2026, its #90 holding.
  • Commonwealth Equity Services first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • Commonwealth Equity Services's Dimensional World ex US Core Equity 2 ETF position peaked at $154M in Q3 2024.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.