GWM
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Geneos Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Geneos Wealth 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 		$83.6K Buy
2,269
+8
+0.4% +$294 ﹤0.01% 1280
2026
Q1 		$76.8K Buy
2,261
+2
+0.1% +$70 ﹤0.01% 1262
2025
Q4 		$74K Buy
2,259
+5
+0.2% +$160 ﹤0.01% 1255
2025
Q3 		$70.7K Sell
2,254
-9,141
-80% -$278K ﹤0.01% 1245
2025
Q2 		$335K Sell
11,395
-187
-2% -$5.15K 0.01% 826
2025
Q1 		$303K Buy
11,582
+9,343
+417% +$243K 0.01% 773
2024
Q4 		$55.7K Buy
2,239
+7
+0.3% +$181 ﹤0.01% 1271
2024
Q3 		$60.3K Hold
2,232
– – ﹤0.01% 1132
2024
Q2 		$56.7K Sell
2,232
-6,914
-76% -$177K ﹤0.01% 1032
2024
Q1 		$233K Buy
+9,146
New +$224K 0.01% 661
2022
Q2 		– Sell
-967
Closed -$24K – 2630
2022
Q1 		$24K Buy
+967
New +$24.5K ﹤0.01% 1706

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

Geneos Wealth Management's DFAX Position: Q2 2026 in Review

Geneos Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.35% in Q2 2026, buying an estimated $294 and bringing the position to 2,269 shares worth $83.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Geneos Wealth Management first reported a position in DFAX in Q1 2022 and has held it in 11 quarters since. The position peaked at $335K in Q2 2025. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Geneos Wealth Management held 2,269 shares of Dimensional World ex US Core Equity 2 ETF worth $83.6K as of Q2 2026.
  • Geneos Wealth Management bought 8 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $294.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1280 holding.
  • Geneos Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2022 and has held it in 11 quarters since.
  • Geneos Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $335K in Q2 2025.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.