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Freedom Investment Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Freedom Investment 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
Q2 		$898K Buy
24,387
+338
+1% +$12.4K 0.25% 39
2026
Q1 		$817K Buy
24,049
+143
+0.6% +$4.98K 0.24% 41
2025
Q4 		$782K Sell
23,906
-26
-0.1% -$829 0.23% 44
2025
Q3 		$751K Sell
23,932
-768
-3% -$23.3K 0.2% 57
2025
Q2 		$725K Buy
24,700
+473
+2% +$13K 0.06% 334
2025
Q1 		$635K Buy
24,227
+1,338
+6% +$34.7K 0.05% 358
2024
Q4 		$569K Buy
22,889
+641
+3% +$16.6K 0.05% 389
2024
Q3 		$601K Buy
22,248
+202
+0.9% +$5.24K 0.05% 373
2024
Q2 		$560K Sell
22,046
-234
-1% -$5.98K 0.05% 403
2024
Q1 		$567K Buy
22,280
+530
+2% +$13K 0.05% 407
2023
Q4 		$531K Buy
+21,750
New +$497K 0.04% 418

Other funds holding DFAX

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

Freedom Investment Management's DFAX Position: Q2 2026 in Review

Freedom Investment Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.4% in Q2 2026, buying an estimated $12.4K and bringing the position to 24,387 shares worth $898K. The position accounts for 0.25% of the portfolio, ranked #39.

Freedom Investment Management first reported a position in DFAX in Q4 2023 and has held it in 11 quarters since. 713 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Freedom Investment Management held 24,387 shares of Dimensional World ex US Core Equity 2 ETF worth $898K as of Q2 2026.
  • Freedom Investment Management bought 338 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $12.4K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.25% of Freedom Investment Management's portfolio in Q2 2026, its #39 holding.
  • Freedom Investment Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • 713 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.