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
Q2 		$383M Sell
10,393,265
-8,885
-0.1% -$326K 0.39% 51
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

AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Focus Partners Wealth's DFAX Position: Q2 2026 in Review

Focus Partners Wealth reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.09% in Q2 2026, selling an estimated $326K and leaving 10,393,265 shares worth $383M. The position accounts for 0.39% of the portfolio, ranked #51.

Focus Partners Wealth first reported a position in DFAX in Q3 2024 and has held it in 8 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Focus Partners Wealth held 10,393,265 shares of Dimensional World ex US Core Equity 2 ETF worth $383M as of Q2 2026.
  • Focus Partners Wealth sold 8,885 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $326K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.39% of Focus Partners Wealth's portfolio in Q2 2026, its #51 holding.
  • Focus Partners Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and has held it in 8 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.