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DFAX icon

Conquis Financial’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Conquis Financial’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 		$21.6M Buy
600,657
+3,561
+0.6% +$124K 17.93% 2
2025
Q4 		$19.5M Buy
597,096
+49,929
+9% +$1.59M 16.81% 2
2025
Q3 		$17.2M Buy
547,167
+30,956
+6% +$940K 16.26% 2
2025
Q2 		$15.2M Buy
516,211
+81,739
+19% +$2.25M 14.72% 2
2025
Q1 		$11.4M Buy
434,472
+52,839
+14% +$1.37M 11.82% 3
2024
Q4 		$9.49M Buy
+381,633
New +$9.87M 9.71% 3

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

Conquis Financial's DFAX Position: Q1 2026 in Review

Conquis Financial increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.6% in Q1 2026, buying an estimated $124K and bringing the position to 600,657 shares worth $21.6M. The position accounts for 17.93% of the portfolio, ranked #2.

Conquis Financial first reported a position in DFAX in Q4 2024 and has held it in 6 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Conquis Financial held 600,657 shares of Dimensional World ex US Core Equity 2 ETF worth $21.6M as of Q1 2026.
  • Conquis Financial bought 3,561 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $124K.
  • Dimensional World ex US Core Equity 2 ETF made up 17.93% of Conquis Financial's portfolio in Q1 2026, its #2 holding.
  • Conquis Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Conquis Financial's 13F filing for Q1 2026, filed 7 May 2026.