FFWA
DFAX icon

FRG Family Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

FRG Family Wealth Advisors’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 		$233K Buy
6,848
+12
+0.2% +$418 0.04% 148
2025
Q4 		$224K Buy
6,836
+48
+0.7% +$1.53K 0.03% 154
2025
Q3 		$213K Buy
+6,788
New +$206K 0.03% 154
2024
Q2 		– Sell
-6,465
Closed -$161K – 196
2024
Q1 		$161K Buy
+6,465
New +$158K 0.03% 147

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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 $10.6B AUM 34.1% 1-Year Est. Return

FRG Family Wealth Advisors's DFAX Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.18% in Q1 2026, buying an estimated $418 and bringing the position to 6,848 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #148.

FRG Family Wealth Advisors first reported a position in DFAX in Q1 2024 and has held it in 4 quarters since. 697 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • FRG Family Wealth Advisors held 6,848 shares of Dimensional World ex US Core Equity 2 ETF worth $233K as of Q1 2026.
  • FRG Family Wealth Advisors bought 12 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $418.
  • Dimensional World ex US Core Equity 2 ETF made up 0.04% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #148 holding.
  • FRG Family Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and has held it in 4 quarters since.
  • 697 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.