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

Financial Engines Advisors’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 		$41.5M Sell
1,221,414
-70,663
-5% -$2.46M 0.08% 57
2025
Q4 		$42.3M Sell
1,292,077
-84,830
-6% -$2.71M 0.08% 58
2025
Q3 		$43.2M Buy
1,376,907
+38,654
+3% +$1.17M 0.08% 57
2025
Q2 		$39.3M Sell
1,338,253
-494,163
-27% -$13.6M 0.08% 57
2025
Q1 		$48M Sell
1,832,416
-26,874
-1% -$698K 0.1% 52
2024
Q4 		$46.2M Buy
1,859,290
+549,143
+42% +$14.2M 0.1% 52
2024
Q3 		$35.4M Sell
1,310,147
-16,375
-1% -$425K 0.07% 55
2024
Q2 		$33.7M Buy
1,326,522
+534,313
+67% +$13.7M 0.07% 55
2024
Q1 		$20.2M Buy
792,209
+263,971
+50% +$6.46M 0.05% 58
2023
Q4 		$12.9M Buy
528,238
+61,840
+13% +$1.41M 0.03% 70
2023
Q3 		$10.5M Buy
466,398
+3,115
+0.7% +$72.9K 0.03% 71
2023
Q2 		$10.8M Sell
463,283
-9,991
-2% -$233K 0.03% 73
2023
Q1 		$10.9M Buy
473,274
+191,760
+68% +$4.38M 0.03% 74
2022
Q4 		$6.08M Buy
281,514
+2,631
+0.9% +$54.7K 0.02% 88
2022
Q3 		$5.27M Buy
278,883
+24,732
+10% +$525K 0.02% 84
2022
Q2 		$5.45M Sell
254,151
-14,320
-5% -$333K 0.02% 86
2022
Q1 		$6.7M Buy
268,471
+18,104
+7% +$458K 0.02% 76
2021
Q4 		$6.54M Sell
250,367
-52,559
-17% -$1.37M 0.02% 69
2021
Q3 		$7.84M Buy
+302,926
New +$8.02M 0.02% 62

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
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
GT
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

Financial Engines Advisors's DFAX Position: Q1 2026 in Review

Financial Engines Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 5.5% in Q1 2026, selling an estimated $2.46M and leaving 1,221,414 shares worth $41.5M. The position accounts for 0.08% of the portfolio, ranked #57.

Financial Engines Advisors first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. The position peaked at $48M in Q1 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Financial Engines Advisors held 1,221,414 shares of Dimensional World ex US Core Equity 2 ETF worth $41.5M as of Q1 2026.
  • Financial Engines Advisors sold 70,663 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $2.46M.
  • Dimensional World ex US Core Equity 2 ETF made up 0.08% of Financial Engines Advisors's portfolio in Q1 2026, its #57 holding.
  • Financial Engines Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • Financial Engines Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $48M in Q1 2025.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.