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

Geometric 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 Q3	$296M	Buy	7,991,490 +212,080	+3%	+$7.92M	31.16%	2
2026 Q2	$287M	Buy	7,779,410 +325,167	+4%	+$11.9M	31%	2
2026 Q1	$253M	Buy	7,454,243 +105,875	+1%	+$3.68M	31.71%	2
2025 Q4	$241M	Buy	7,348,368 +57,353	+0.8%	+$1.83M	30.94%	2
2025 Q3	$229M	Buy	7,291,015 +295,282	+4%	+$8.97M	30.48%	2
2025 Q2	$205M	Sell	6,995,733 -935,116	-12%	-$25.7M	30.69%	2
2025 Q1	$208M	Buy	7,930,849 +367,993	+5%	+$9.6M	35.51%	2
2024 Q4	$188M	Buy	7,562,856 +364,596	+5%	+$9.43M	34.19%	2
2024 Q3	$194M	Sell	7,198,260 -112,676	-2%	-$2.92M	35.96%	2
2024 Q2	$186M	Buy	7,310,936 +866,427	+13%	+$22.1M	38.17%	2
2024 Q1	$164M	Buy	6,444,509 +236,207	+4%	+$5.78M	38.71%	2
2023 Q4	$152M	Buy	6,208,302 +444,673	+8%	+$10.2M	40.23%	2
2023 Q3	$130M	Buy	5,763,629 +232,325	+4%	+$5.43M	40.46%	2
2023 Q2	$132M	Buy	5,531,304 +349,883	+7%	+$8.15M	41.21%	2
2023 Q1	$121M	Buy	5,181,421 +289,048	+6%	+$6.6M	42.3%	2
2022 Q4	$106M	Buy	4,892,373 +315,112	+7%	+$6.55M	42.76%	2
2022 Q3	$86.5M	Buy	4,577,261 +1,047,737	+30%	+$22.2M	41.57%	2
2022 Q2	$75.7M	Buy	+3,529,524	New	+$82.1M	37.76%	2
2022 Q1	–	Sell	-3,619,808	Closed	-$94.5M	–	33
2021 Q4	$94.5M	Buy	+3,619,808	New	+$94.5M	45.04%	2

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.27B AUM 22.87% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Geometric Wealth Advisors's DFAX Position: Q3 2026 in Review

Geometric Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.7% in Q3 2026, buying an estimated $7.92M and bringing the position to 7,991,490 shares worth $296M. The position accounts for 31.16% of the portfolio, ranked #2.

Geometric Wealth Advisors first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 546 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Geometric Wealth Advisors held 7,991,490 shares of Dimensional World ex US Core Equity 2 ETF worth $296M as of Q3 2026.
Geometric Wealth Advisors bought 212,080 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $7.92M.
Dimensional World ex US Core Equity 2 ETF made up 31.16% of Geometric Wealth Advisors's portfolio in Q3 2026, its #2 holding.
Geometric Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
546 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Geometric Wealth Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.