CVA Family Office’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

CVA Family Office’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	$1.74M	Buy	51,081 +4,742	+10%	+$165K	0.18%	75
2025 Q4	$1.52M	Buy	46,339 +2,252	+5%	+$71.8K	0.17%	77
2025 Q3	$1.38M	Buy	44,087 +1,999	+5%	+$60.7K	0.18%	85
2025 Q2	$1.24M	Buy	42,088 +1,341	+3%	+$36.9K	0.17%	90
2025 Q1	$1.07M	Sell	40,747 -14,212	-26%	-$369K	0.16%	95
2024 Q4	$1.37M	Sell	54,959 -8,050	-13%	-$208K	0.22%	75
2024 Q3	$1.7M	Sell	63,009 -1,633	-3%	-$42.4K	0.28%	60
2024 Q2	$1.64M	Sell	64,642 -6,325	-9%	-$162K	0.3%	60
2024 Q1	$1.81M	Sell	70,967 -376	-0.5%	-$9.2K	0.32%	52
2023 Q4	$1.74M	Sell	71,343 -13,986	-16%	-$320K	0.34%	50
2023 Q3	$1.92M	Buy	85,329 +214	+0.3%	+$5K	0.44%	49
2023 Q2	$1.98M	Sell	85,115 -475	-0.6%	-$11.1K	0.42%	47
2023 Q1	$1.97M	Sell	85,590 -3,075	-3%	-$70.3K	0.44%	45
2022 Q4	$1.92M	Sell	88,665 -11,777	-12%	-$245K	0.46%	42
2022 Q3	$1.9M	Sell	100,442 -66,201	-40%	-$1.41M	0.52%	49
2022 Q2	$3.57M	Buy	166,643 +396	+0.2%	+$9.22K	0.97%	29
2022 Q1	$4.15M	Buy	166,247 +80,048	+93%	+$2.03M	0.99%	26
2021 Q4	$2.25M	Buy	+86,199	New	+$2.25M	0.56%	40

Other funds holding DFAX

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

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

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

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

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

CVA Family Office's DFAX Position: Q1 2026 in Review

CVA Family Office increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 10% in Q1 2026, buying an estimated $165K and bringing the position to 51,081 shares worth $1.74M. The position accounts for 0.18% of the portfolio, ranked #75.

CVA Family Office first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.15M in Q1 2022. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

CVA Family Office held 51,081 shares of Dimensional World ex US Core Equity 2 ETF worth $1.74M as of Q1 2026.
CVA Family Office bought 4,742 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $165K.
Dimensional World ex US Core Equity 2 ETF made up 0.18% of CVA Family Office's portfolio in Q1 2026, its #75 holding.
CVA Family Office first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
CVA Family Office's Dimensional World ex US Core Equity 2 ETF position peaked at $4.15M in Q1 2022.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.