Cyndeo Wealth Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Cyndeo Wealth Partners’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	$4.36M	Sell	128,306 -4,259	-3%	-$148K	0.23%	107
2025 Q4	$4.34M	Sell	132,565 -21,684	-14%	-$692K	0.23%	104
2025 Q3	$4.84M	Buy	154,249 +3,308	+2%	+$100K	0.27%	96
2025 Q2	$4.43M	Buy	150,941 +2,572	+2%	+$70.8K	0.26%	103
2025 Q1	$3.89M	Buy	148,369 +9,753	+7%	+$253K	0.26%	107
2024 Q4	$3.45M	Buy	138,616 +1,142	+0.8%	+$29.5K	0.23%	112
2024 Q3	$3.71M	Buy	137,474 +53,461	+64%	+$1.39M	0.26%	107
2024 Q2	$2.14M	Buy	84,013 +47,467	+130%	+$1.21M	0.17%	155
2024 Q1	$930K	Buy	+36,546	New	+$894K	0.08%	206

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 $8.89B AUM 25.87% 1-Year Est. Return

Cyndeo Wealth Partners's DFAX Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.2% in Q1 2026, selling an estimated $148K and leaving 128,306 shares worth $4.36M. The position accounts for 0.23% of the portfolio, ranked #107.

Cyndeo Wealth Partners first reported a position in DFAX in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.84M in Q3 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Cyndeo Wealth Partners held 128,306 shares of Dimensional World ex US Core Equity 2 ETF worth $4.36M as of Q1 2026.
Cyndeo Wealth Partners sold 4,259 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $148K.
Dimensional World ex US Core Equity 2 ETF made up 0.23% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #107 holding.
Cyndeo Wealth Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and has held it in 9 quarters since.
Cyndeo Wealth Partners's Dimensional World ex US Core Equity 2 ETF position peaked at $4.84M in Q3 2025.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.