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DFAX icon

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

Financial Symmetry’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 		$59.1M Buy
1,603,245
+58,795
+4% +$2.16M 19.71% 2
2026
Q1 		$56.6M Sell
1,544,450
-13,003
-0.8% -$452K 20.1% 2
2025
Q4 		$51M Buy
1,557,453
+32,786
+2% +$1.05M 20.79% 2
2025
Q3 		$47.8M Buy
1,524,667
+85,865
+6% +$2.61M 21.45% 2
2025
Q2 		$42.3M Buy
1,438,802
+48,668
+4% +$1.34M 21.82% 2
2025
Q1 		$36.4M Buy
1,390,134
+81,406
+6% +$2.11M 22.37% 2
2024
Q4 		$32.5M Sell
1,308,728
-99,717
-7% -$2.58M 22.05% 2
2024
Q3 		$38M Buy
1,408,445
+74,914
+6% +$1.94M 26.58% 1
2024
Q2 		$33.9M Buy
1,333,531
+158,773
+14% +$4.06M 26.36% 1
2024
Q1 		$29.9M Buy
1,174,758
+109,000
+10% +$2.67M 26.16% 2
2023
Q4 		$26M Buy
+1,065,758
New +$24.4M 25.61% 2

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

Financial Symmetry's DFAX Position: Q2 2026 in Review

Financial Symmetry increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.8% in Q2 2026, buying an estimated $2.16M and bringing the position to 1,603,245 shares worth $59.1M. The position accounts for 19.71% of the portfolio, ranked #2.

Financial Symmetry first reported a position in DFAX in Q4 2023 and has held it in 11 quarters since. 339 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Financial Symmetry held 1,603,245 shares of Dimensional World ex US Core Equity 2 ETF worth $59.1M as of Q2 2026.
  • Financial Symmetry bought 58,795 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $2.16M.
  • Dimensional World ex US Core Equity 2 ETF made up 19.71% of Financial Symmetry's portfolio in Q2 2026, its #2 holding.
  • Financial Symmetry first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.