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

Cornerstone Financial Group’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 Q3	$5.72M	Buy	154,492 +455	+0.3%	+$17K	3.32%	9
2026 Q2	$5.67M	Buy	154,037 +1,848	+1%	+$67.9K	3.5%	9
2026 Q1	$5.57M	Buy	152,189 +1,206	+0.8%	+$42K	3.57%	9
2025 Q4	$4.94M	Buy	150,983 +751	+0.5%	+$24K	3.45%	9
2025 Q3	$4.71M	Sell	150,232 -360	-0.2%	-$10.9K	3.65%	8
2025 Q2	$4.42M	Buy	150,592 +597	+0.4%	+$16.4K	3.76%	8
2025 Q1	$4.16M	Buy	149,995 +6,435	+4%	+$167K	3.74%	9
2024 Q4	$3.57M	Buy	+143,560	New	+$3.71M	3.52%	11

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.27B AUM 22.87% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Cornerstone Financial Group's DFAX Position: Q3 2026 in Review

Cornerstone Financial Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.3% in Q3 2026, buying an estimated $17K and bringing the position to 154,492 shares worth $5.72M. The position accounts for 3.32% of the portfolio, ranked #9.

Cornerstone Financial Group first reported a position in DFAX in Q4 2024 and has held it in 8 quarters since. 592 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Cornerstone Financial Group held 154,492 shares of Dimensional World ex US Core Equity 2 ETF worth $5.72M as of Q3 2026.
Cornerstone Financial Group bought 455 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $17K.
Dimensional World ex US Core Equity 2 ETF made up 3.32% of Cornerstone Financial Group's portfolio in Q3 2026, its #9 holding.
Cornerstone Financial Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 8 quarters since.
592 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.