GRP
DFAX icon

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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 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 $8.89B AUM 25.87% 1-Year Est. Return

Global Retirement Partners's DFAX Position: Q4 2025 in Review

Global Retirement Partners reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1% in Q4 2025, selling an estimated $32.2K and leaving 95,374 shares worth $3.12M. The position accounts for 0.06% of the portfolio, ranked #315.

Global Retirement Partners first reported a position in DFAX in Q3 2021 and has held it in 16 quarters since. 668 funds tracked by Wall St. Rank hold DFAX as of Q4 2025.

  • Global Retirement Partners held 95,374 shares of Dimensional World ex US Core Equity 2 ETF worth $3.12M as of Q4 2025.
  • Global Retirement Partners sold 1,008 Dimensional World ex US Core Equity 2 ETF shares in Q4 2025, an estimated $32.2K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.06% of Global Retirement Partners's portfolio in Q4 2025, its #315 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 16 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.