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

Francis Financial’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	–	Sell	-41,708	Closed	-$1.37M	–	121
2025 Q4	$1.37M	Buy	41,708 +12,589	+43%	+$402K	0.27%	43
2025 Q3	$914K	Hold	29,119	–	–	0.16%	49
2025 Q2	$855K	Sell	29,119 -2,810	-9%	-$77.3K	0.2%	44
2025 Q1	$837K	Sell	31,929 -796	-2%	-$20.7K	0.2%	37
2024 Q4	$814K	Hold	32,725	–	–	0.21%	38
2024 Q3	$884K	Hold	32,725	–	–	0.23%	35
2024 Q2	$832K	Buy	+32,725	New	+$836K	0.25%	35

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

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

Francis Financial's DFAX Position: Q1 2026 in Review

Francis Financial sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2026, closing a stake of 41,708 shares — an estimated $1.37M sold.

Francis Financial first reported a position in DFAX in Q2 2024 and held it in 7 quarters. The position peaked at $1.37M in Q4 2025. 699 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Francis Financial reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
Francis Financial sold 41,708 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $1.37M.
Francis Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and held it in 7 quarters.
Francis Financial's Dimensional World ex US Core Equity 2 ETF position peaked at $1.37M in Q4 2025.
699 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.