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

Financial Harvest’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	$2.03M	Sell	59,629 -2,369	-4%	-$82.4K	1.19%	13
2025 Q4	$2.03M	Sell	61,998 -336	-0.5%	-$10.7K	1.25%	14
2025 Q3	$1.96M	Sell	62,334 -1,897	-3%	-$57.6K	1.32%	13
2025 Q2	$1.89M	Buy	+64,231	New	+$1.77M	1.41%	13
2025 Q1	–	Sell	-66,310	Closed	-$1.65M	–	65
2024 Q4	$1.65M	Buy	+66,310	New	+$1.72M	1.39%	13

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 $10.6B AUM 34.1% 1-Year Est. Return

Financial Harvest's DFAX Position: Q1 2026 in Review

Financial Harvest reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.8% in Q1 2026, selling an estimated $82.4K and leaving 59,629 shares worth $2.03M. The position accounts for 1.19% of the portfolio, ranked #13.

Financial Harvest first reported a position in DFAX in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.03M in Q4 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Financial Harvest held 59,629 shares of Dimensional World ex US Core Equity 2 ETF worth $2.03M as of Q1 2026.
Financial Harvest sold 2,369 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $82.4K.
Dimensional World ex US Core Equity 2 ETF made up 1.19% of Financial Harvest's portfolio in Q1 2026, its #13 holding.
Financial Harvest first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 5 quarters since.
Financial Harvest's Dimensional World ex US Core Equity 2 ETF position peaked at $2.03M in Q4 2025.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.