Concord Wealth Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Concord Wealth Partners’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 Q2	$6.57M	Buy	178,307 +1,837	+1%	+$67.5K	0.75%	32
2026 Q1	$5.99M	Buy	176,470 +5,680	+3%	+$198K	0.78%	31
2025 Q4	$5.59M	Buy	170,790 +21,251	+14%	+$678K	0.73%	29
2025 Q3	$4.69M	Buy	149,539 +8,100	+6%	+$246K	0.65%	29
2025 Q2	$4.15M	Buy	141,439 +8,882	+7%	+$244K	0.61%	32
2025 Q1	$3.47M	Sell	132,557 -4,589	-3%	-$119K	0.57%	40
2024 Q4	$3.41M	Sell	137,146 -2,201	-2%	-$56.9K	0.56%	41
2024 Q3	$3.76M	Buy	139,347 +317	+0.2%	+$8.22K	0.63%	41
2024 Q2	$3.53M	Buy	139,030 +4,031	+3%	+$103K	0.62%	41
2024 Q1	$3.43M	Buy	134,999 +4,546	+3%	+$111K	0.62%	42
2023 Q4	$3.19M	Buy	130,453 +97,794	+299%	+$2.24M	0.64%	37
2023 Q3	$735K	Sell	32,659 -4,067	-11%	-$95.1K	0.16%	93
2023 Q2	$856K	Sell	36,726 -369	-1%	-$8.6K	0.18%	75
2023 Q1	$855K	Buy	37,095 +68	+0.2%	+$1.55K	0.24%	56
2022 Q4	$800K	Sell	37,027 -6,236	-14%	-$130K	0.24%	56
2022 Q3	$817K	Buy	43,263 +486	+1%	+$10.3K	0.26%	58
2022 Q2	$917K	Buy	+42,777	New	+$995K	0.25%	57
2022 Q1	–	Sell	-42,667	Closed	-$1.11M	–	1305
2021 Q4	$1.11M	Buy	+42,667	New	+$1.11M	0.27%	44

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

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

Concord Wealth Partners's DFAX Position: Q2 2026 in Review

Concord Wealth Partners increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1% in Q2 2026, buying an estimated $67.5K and bringing the position to 178,307 shares worth $6.57M. The position accounts for 0.75% of the portfolio, ranked #32.

Concord Wealth Partners first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Concord Wealth Partners held 178,307 shares of Dimensional World ex US Core Equity 2 ETF worth $6.57M as of Q2 2026.
Concord Wealth Partners bought 1,837 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $67.5K.
Dimensional World ex US Core Equity 2 ETF made up 0.75% of Concord Wealth Partners's portfolio in Q2 2026, its #32 holding.
Concord Wealth Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.