Fiduciary Alliance’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Fiduciary Alliance’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	$1.43M	Buy	38,730 +236	+0.6%	+$8.82K	0.11%	187
2026 Q2	$1.42M	Sell	38,494 -256	-0.7%	-$9.4K	0.1%	222
2026 Q1	$1.41M	Sell	38,750 -267	-0.7%	-$9.29K	0.09%	225
2025 Q4	$1.28M	Sell	39,017 -430	-1%	-$13.7K	0.08%	215
2025 Q3	$1.24M	Buy	39,447 +959	+2%	+$29.1K	0.08%	210
2025 Q2	$1.13M	Buy	+38,488	New	+$1.06M	0.08%	208
2023 Q3	–	Sell	-4,289	Closed	-$100K	–	349
2023 Q2	$100K	Buy	+4,289	New	+$100K	0.02%	211
2023 Q1	–	Sell	-4,289	Closed	-$92.6K	–	318
2022 Q4	$92.6K	Buy	+4,289	New	+$89.2K	0.02%	171

Other funds holding DFAX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.27B AUM 22.87% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Fiduciary Alliance's DFAX Position: Q3 2026 in Review

Fiduciary Alliance increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.61% in Q3 2026, buying an estimated $8.82K and bringing the position to 38,730 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #187.

Fiduciary Alliance first reported a position in DFAX in Q4 2022 and has held it in 8 quarters since. 508 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Fiduciary Alliance held 38,730 shares of Dimensional World ex US Core Equity 2 ETF worth $1.43M as of Q3 2026.
Fiduciary Alliance bought 236 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $8.82K.
Dimensional World ex US Core Equity 2 ETF made up 0.11% of Fiduciary Alliance's portfolio in Q3 2026, its #187 holding.
Fiduciary Alliance first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 8 quarters since.
508 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.