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

Downshift 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 Q2	$17.9K	Buy	+486	New	+$17.9K	0.01%	243

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

Downshift Financial's DFAX Position: Q2 2026 in Review

Downshift Financial opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026: 486 shares worth $17.9K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings.

707 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Downshift Financial held 486 shares of Dimensional World ex US Core Equity 2 ETF worth $17.9K as of Q2 2026.
Dimensional World ex US Core Equity 2 ETF was a new Downshift Financial position in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.01% of Downshift Financial's portfolio in Q2 2026, its #243 holding.
707 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.