Global Retirement Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Global Retirement Partners’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	$3.62M	Buy	+98,259	New	+$3.61M	0.06%	320
2025 Q4	$3.12M	Sell	95,374 -1,008	-1%	-$32.2K	0.06%	315
2025 Q3	$3.02M	Sell	96,382 -1,340	-1%	-$40.7K	0.07%	265
2025 Q2	$2.87M	Buy	+97,722	New	+$2.69M	0.07%	249
2024 Q4	$2.77M	Buy	111,270 +11,673	+12%	+$302K	0.08%	242
2024 Q3	$2.69M	Buy	99,597 +3,870	+4%	+$100K	0.08%	232
2024 Q2	$2.43M	Buy	95,727 +6,664	+7%	+$170K	0.08%	248
2024 Q1	$2.27M	Buy	89,063 +1,750	+2%	+$42.8K	0.08%	229
2023 Q4	$2.07M	Buy	87,313 +6,596	+8%	+$151K	0.09%	221
2023 Q3	$1.76M	Sell	80,717 -2,483	-3%	-$58.1K	0.09%	208
2023 Q2	$1.94M	Buy	83,200 +1,119	+1%	+$26.1K	0.09%	202
2023 Q1	$1.9M	Buy	82,081 +12,927	+19%	+$295K	0.1%	202
2022 Q4	$1.49M	Buy	69,154 +12,945	+23%	+$269K	0.1%	201
2022 Q3	$1.1M	Sell	56,209 -813	-1%	-$17.3K	0.08%	236
2022 Q2	$1.22M	Buy	57,022 +2,107	+4%	+$49K	0.1%	213
2022 Q1	$1.27M	Buy	+54,915	New	+$1.39M	0.1%	213
2021 Q4	–	Sell	-3,532	Closed	-$91K	–	570
2021 Q3	$91K	Buy	+3,532	New	+$93.5K	0.01%	674

Other funds holding DFAX

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

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

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

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

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

Global Retirement Partners's DFAX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026: 98,259 shares worth $3.62M. The stake represents 0.06% of the portfolio and ranks #320 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DFAX as recently as Q4 2025.

Global Retirement Partners first reported a position in DFAX in Q3 2021 and has held it in 17 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Global Retirement Partners held 98,259 shares of Dimensional World ex US Core Equity 2 ETF worth $3.62M as of Q2 2026.
Dimensional World ex US Core Equity 2 ETF was a new Global Retirement Partners position in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.06% of Global Retirement Partners's portfolio in Q2 2026, its #320 holding.
Global Retirement Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 17 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.