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

Destiny 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	$27.6M	Buy	811,078 +7,777	+1%	+$271K	3.01%	5
2025 Q4	$27.9M	Buy	803,301 +13,562	+2%	+$433K	3.21%	6
2025 Q3	$24.8M	Buy	789,739 +34,719	+5%	+$1.05M	3.04%	6
2025 Q2	$22.2M	Buy	755,020 +356,319	+89%	+$9.81M	2.98%	6
2025 Q1	$10.4M	Sell	398,701 -338,103	-46%	-$8.78M	1.66%	17
2024 Q4	$18.3M	Buy	736,804 +22,043	+3%	+$570K	2.99%	5
2024 Q3	$19.3M	Buy	714,761 +4,199	+0.6%	+$109K	3.39%	5
2024 Q2	$18.1M	Sell	710,562 -47,343	-6%	-$1.21M	3.25%	5
2024 Q1	$19.3M	Sell	757,905 -71,607	-9%	-$1.75M	3.46%	2
2023 Q4	$19.9M	Sell	829,512 -114,372	-12%	-$2.62M	3.75%	2
2023 Q3	$21.3M	Sell	943,884 -17,321	-2%	-$405K	4.29%	1
2023 Q2	$23M	Buy	961,205 +210,584	+28%	+$4.9M	4.4%	2
2023 Q1	$17.3M	Buy	+750,621	New	+$17.1M	3.58%	2

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

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

Destiny Wealth Partners increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.97% in Q1 2026, buying an estimated $271K and bringing the position to 811,078 shares worth $27.6M. The position accounts for 3.01% of the portfolio, ranked #5.

Destiny Wealth Partners first reported a position in DFAX in Q1 2023 and has held it in 13 quarters since. The position peaked at $27.9M in Q4 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Destiny Wealth Partners held 811,078 shares of Dimensional World ex US Core Equity 2 ETF worth $27.6M as of Q1 2026.
Destiny Wealth Partners bought 7,777 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $271K.
Dimensional World ex US Core Equity 2 ETF made up 3.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #5 holding.
Destiny Wealth Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
Destiny Wealth Partners's Dimensional World ex US Core Equity 2 ETF position peaked at $27.9M in Q4 2025.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.