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

Fiduciary Financial Group’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	$1.75M	Buy	47,594 +1,416	+3%	+$52K	0.2%	70
2026 Q1	$1.57M	Buy	46,178 +2,261	+5%	+$78.7K	0.21%	68
2025 Q4	$1.44M	Sell	43,917 -672	-2%	-$21.4K	0.2%	72
2025 Q3	$1.4M	Sell	44,589 -7,839	-15%	-$238K	0.22%	64
2025 Q2	$1.54M	Buy	52,428 +9,399	+22%	+$259K	0.28%	54
2025 Q1	$1.06M	Buy	43,029 +405	+1%	+$10.5K	0.23%	62
2024 Q4	$1.05M	Buy	42,624 +2,479	+6%	+$64.1K	0.23%	65
2024 Q3	$1.07M	Buy	40,145 +1,703	+4%	+$44.2K	0.25%	61
2024 Q2	$1.01M	Buy	+38,442	New	+$982K	0.24%	58

Other funds holding DFAX

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

CCMI

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Fiduciary Financial Group's DFAX Position: Q2 2026 in Review

Fiduciary Financial Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.1% in Q2 2026, buying an estimated $52K and bringing the position to 47,594 shares worth $1.75M. The position accounts for 0.2% of the portfolio, ranked #70.

Fiduciary Financial Group first reported a position in DFAX in Q2 2024 and has held it in 9 quarters since. 353 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Fiduciary Financial Group held 47,594 shares of Dimensional World ex US Core Equity 2 ETF worth $1.75M as of Q2 2026.
Fiduciary Financial Group bought 1,416 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $52K.
Dimensional World ex US Core Equity 2 ETF made up 0.2% of Fiduciary Financial Group's portfolio in Q2 2026, its #70 holding.
Fiduciary Financial Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
353 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.