FFM
DFAX icon

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

Forum Financial Management’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 		$35.9M Sell
1,055,497
-37,539
-3% -$1.31M 0.51% 18
2025
Q4 		$35.8M Sell
1,093,036
-25,754
-2% -$822K 0.47% 22
2025
Q3 		$35.1M Sell
1,118,790
-44,990
-4% -$1.37M 0.48% 21
2025
Q2 		$34.2M Sell
1,163,780
-43,638
-4% -$1.2M 0.52% 18
2025
Q1 		$31.6M Sell
1,207,418
-111,688
-8% -$2.9M 0.52% 16
2024
Q4 		$32.8M Sell
1,319,106
-7,117
-0.5% -$184K 0.54% 17
2024
Q3 		$35.8M Buy
1,326,223
+26,187
+2% +$679K 0.6% 15
2024
Q2 		$33M Sell
1,300,036
-259,525
-17% -$6.63M 0.6% 16
2024
Q1 		$39.7M Sell
1,559,561
-37,182
-2% -$910K 0.68% 16
2023
Q4 		$39M Buy
1,596,743
+59,225
+4% +$1.35M 0.73% 16
2023
Q3 		$34.6M Buy
1,537,518
+5,955
+0.4% +$139K 0.77% 15
2023
Q2 		$35.7M Sell
1,531,563
-109,092
-7% -$2.54M 0.8% 15
2023
Q1 		$37.8M Buy
1,640,655
+43,404
+3% +$992K 1.09% 15
2022
Q4 		$34.5M Buy
1,597,251
+60,507
+4% +$1.26M 1.14% 16
2022
Q3 		$29M Buy
1,536,744
+125,849
+9% +$2.67M 1.4% 10
2022
Q2 		$30.3M Buy
1,410,895
+353,532
+33% +$8.23M 1.52% 9
2022
Q1 		$26.4M Buy
1,057,363
+503,806
+91% +$12.8M 1.27% 8
2021
Q4 		$14.5M Buy
+553,557
New +$14.5M 0.74% 8

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 $8.89B AUM 25.87% 1-Year Est. Return

Forum Financial Management's DFAX Position: Q1 2026 in Review

Forum Financial Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.4% in Q1 2026, selling an estimated $1.31M and leaving 1,055,497 shares worth $35.9M. The position accounts for 0.51% of the portfolio, ranked #18.

Forum Financial Management first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. The position peaked at $39.7M in Q1 2024. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Forum Financial Management held 1,055,497 shares of Dimensional World ex US Core Equity 2 ETF worth $35.9M as of Q1 2026.
  • Forum Financial Management sold 37,539 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $1.31M.
  • Dimensional World ex US Core Equity 2 ETF made up 0.51% of Forum Financial Management's portfolio in Q1 2026, its #18 holding.
  • Forum Financial Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Dimensional World ex US Core Equity 2 ETF position peaked at $39.7M in Q1 2024.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.