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

DecisionPoint Financial’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 		$689K Buy
20,286
+2,640
+15% +$91.9K 0.15% 29
2025
Q4 		$578K Sell
17,646
-560
-3% -$17.9K 0.13% 31
2025
Q3 		$574K Sell
18,206
-1,099
-6% -$33.4K 0.13% 31
2025
Q2 		$567K Sell
19,305
-105
-0.5% -$2.89K 0.14% 31
2025
Q1 		$509K Sell
19,410
-16
-0.1% -$415 0.15% 29
2024
Q4 		$483K Sell
19,426
-569
-3% -$14.7K 0.15% 28
2024
Q3 		$540K Sell
19,995
-1,946
-9% -$50.5K 0.17% 25
2024
Q2 		$570K Hold
21,941
– – 0.19% 25
2024
Q1 		$552K Sell
21,941
-905
-4% -$22.1K 0.22% 24
2023
Q4 		$558K Hold
22,846
– – 0.24% 24
2023
Q3 		$514K Hold
22,846
– – 0.27% 22
2023
Q2 		$533K Sell
22,846
-1
-0% -$23 0.28% 22
2023
Q1 		$527K Sell
22,847
-1
-0% -$23 0.3% 21
2022
Q4 		$494K Buy
+22,848
New +$475K 0.3% 22

Other funds holding DFAX

Focus Partners Wealth
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
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
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
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
GT
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