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

Financial Connections 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 Q1	$8.94M	Sell	263,308 -10,939	-4%	-$381K	3.11%	10
2025 Q4	$8.98M	Sell	274,247 -7,528	-3%	-$240K	3.09%	10
2025 Q3	$8.84M	Sell	281,775 -15,628	-5%	-$475K	3.45%	10
2025 Q2	$8.73M	Sell	297,403 -45,023	-13%	-$1.24M	3.6%	9
2025 Q1	$8.97M	Sell	342,426 -26,634	-7%	-$691K	4.03%	9
2024 Q4	$9.17M	Sell	369,060 -10,641	-3%	-$275K	4.41%	8
2024 Q3	$10.3M	Sell	379,701 -8,140	-2%	-$211K	5.04%	7
2024 Q2	$9.86M	Buy	387,841 +10,326	+3%	+$264K	5.11%	6
2024 Q1	$9.6M	Buy	377,515 +27,073	+8%	+$662K	10.52%	2
2023 Q4	$8.56M	Sell	350,442 -9,351	-3%	-$214K	5.54%	5
2023 Q3	$8.1M	Buy	359,793 +16,784	+5%	+$393K	9.99%	2
2023 Q2	$8M	Sell	343,009 -3,258	-0.9%	-$75.9K	5.24%	6
2023 Q1	$7.98M	Buy	346,267 +16,110	+5%	+$368K	5.67%	5
2022 Q4	$7.13M	Buy	330,157 +19,786	+6%	+$411K	5.62%	6
2022 Q3	$5.86M	Buy	310,371 +77,778	+33%	+$1.65M	4.94%	7
2022 Q2	$4.99M	Buy	232,593 +232,129	+50,028%	+$5.4M	4.39%	7
2022 Q1	$11K	Hold	464	–	–	0.01%	182
2021 Q4	$12K	Buy	+464	New	+$12.1K	0.01%	191

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 $8.89B AUM 25.87% 1-Year Est. Return

Financial Connections Group's DFAX Position: Q1 2026 in Review

Financial Connections Group reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4% in Q1 2026, selling an estimated $381K and leaving 263,308 shares worth $8.94M. The position accounts for 3.11% of the portfolio, ranked #10.

Financial Connections Group first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.3M in Q3 2024. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Financial Connections Group held 263,308 shares of Dimensional World ex US Core Equity 2 ETF worth $8.94M as of Q1 2026.
Financial Connections Group sold 10,939 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $381K.
Dimensional World ex US Core Equity 2 ETF made up 3.11% of Financial Connections Group's portfolio in Q1 2026, its #10 holding.
Financial Connections Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's Dimensional World ex US Core Equity 2 ETF position peaked at $10.3M in Q3 2024.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.