DecisionPoint Financial
DFAX icon

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
Q3 		$770K Buy
20,917
+210
+1% +$7.84K 0.13% 34
2026
Q2 		$756K Buy
20,707
+421
+2% +$15.5K 0.14% 30
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

Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Financial Symmetry
Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

DecisionPoint Financial's DFAX Position: Q3 2026 in Review

DecisionPoint Financial increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1% in Q3 2026, buying an estimated $7.84K and bringing the position to 20,917 shares worth $770K. The position accounts for 0.13% of the portfolio, ranked #34.

DecisionPoint Financial first reported a position in DFAX in Q4 2022 and has held it in 16 quarters since. 270 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • DecisionPoint Financial held 20,917 shares of Dimensional World ex US Core Equity 2 ETF worth $770K as of Q3 2026.
  • DecisionPoint Financial bought 210 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $7.84K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.13% of DecisionPoint Financial's portfolio in Q3 2026, its #34 holding.
  • DecisionPoint Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
  • 270 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.