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 Q2	$4.89M	Buy	132,737 +4,431	+3%	+$163K	0.23%	106
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 $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

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

Cyndeo Wealth Partners's DFAX Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.5% in Q2 2026, buying an estimated $163K and bringing the position to 132,737 shares worth $4.89M. The position accounts for 0.23% of the portfolio, ranked #106.

Cyndeo Wealth Partners first reported a position in DFAX in Q1 2024 and has held it in 10 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Cyndeo Wealth Partners held 132,737 shares of Dimensional World ex US Core Equity 2 ETF worth $4.89M as of Q2 2026.
Cyndeo Wealth Partners bought 4,431 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $163K.
Dimensional World ex US Core Equity 2 ETF made up 0.23% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #106 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 10 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.