Copperleaf Capital’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Copperleaf Capital’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 Q3	$218K	Sell	6,946 -539	-7%	-$16.4K	0.1%	111
2025 Q2	$220K	Sell	7,485 -346	-4%	-$9.52K	0.11%	104
2025 Q1	$205K	Buy	+7,831	New	+$203K	0.12%	103
2024 Q4	–	Sell	-9,484	Closed	-$256K	–	94
2024 Q3	$256K	Buy	9,484 +67	+0.7%	+$1.74K	0.2%	83
2024 Q2	$239K	Buy	9,417 +1,247	+15%	+$31.9K	0.19%	80
2024 Q1	$208K	Sell	8,170 -380	-4%	-$9.3K	0.18%	85
2023 Q4	$209K	Buy	+8,550	New	+$196K	0.21%	78
2022 Q4	–	Sell	-14,769	Closed	-$279K	–	67
2022 Q3	$279K	Sell	14,769 -3,133	-18%	-$66.5K	0.3%	60
2022 Q2	$384K	Buy	+17,902	New	+$417K	0.39%	53

Other funds holding DFAX

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

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

MWA

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

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Copperleaf Capital's DFAX Position: Q3 2025 in Review

Copperleaf Capital reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 7.2% in Q3 2025, selling an estimated $16.4K and leaving 6,946 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #111.

Copperleaf Capital first reported a position in DFAX in Q2 2022 and has held it in 9 quarters since. The position peaked at $384K in Q2 2022. 601 funds tracked by Wall St. Rank hold DFAX as of Q3 2025.

Copperleaf Capital held 6,946 shares of Dimensional World ex US Core Equity 2 ETF worth $218K as of Q3 2025.
Copperleaf Capital sold 539 Dimensional World ex US Core Equity 2 ETF shares in Q3 2025, an estimated $16.4K.
Dimensional World ex US Core Equity 2 ETF made up 0.1% of Copperleaf Capital's portfolio in Q3 2025, its #111 holding.
Copperleaf Capital first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2022 and has held it in 9 quarters since.
Copperleaf Capital's Dimensional World ex US Core Equity 2 ETF position peaked at $384K in Q2 2022.
601 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.