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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
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

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
GT
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cornerstone Financial Group's DFAX Position: Q2 2026 in Review

Cornerstone Financial Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.2% in Q2 2026, buying an estimated $67.9K and bringing the position to 154,037 shares worth $5.67M. The position accounts for 3.5% of the portfolio, ranked #9.

Cornerstone Financial Group first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Cornerstone Financial Group held 154,037 shares of Dimensional World ex US Core Equity 2 ETF worth $5.67M as of Q2 2026.
  • Cornerstone Financial Group bought 1,848 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $67.9K.
  • Dimensional World ex US Core Equity 2 ETF made up 3.5% of Cornerstone Financial Group's portfolio in Q2 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 7 quarters since.
  • 566 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.