Focus Partners Wealth
DFAX icon

Focus Partners Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Focus Partners Wealth’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 		$353M Sell
10,402,150
-273,196
-3% -$9.51M 0.39% 56
2025
Q4 		$349M Sell
10,675,346
-299,983
-3% -$9.57M 0.4% 52
2025
Q3 		$344M Buy
10,975,329
+668,899
+6% +$20.3M 0.56% 40
2025
Q2 		$303M Sell
10,306,430
-381,903
-4% -$10.5M 0.66% 33
2025
Q1 		$280M Sell
10,688,333
-279,950
-3% -$7.27M 0.7% 33
2024
Q4 		$273M Sell
10,968,283
-145,741
-1% -$3.77M 0.71% 29
2024
Q3 		$300M Buy
+11,114,024
New +$288M 0.96% 18

Other funds holding DFAX

LPL Financial
LPL Financial San Diego, California $376B 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 $24.6B 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 $8.89B AUM 25.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return