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

Grey Fox 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
2025 Q4	–	Sell	-4,933	Closed	-$155K	–	247
2025 Q3	$155K	Buy	+4,933	New	+$150K	0.03%	157
2023 Q2	–	Sell	-4,578	Closed	-$106K	–	203
2023 Q1	$106K	Buy	4,578 +9	+0.2%	+$206	0.06%	139
2022 Q4	$98.7K	Buy	+4,569	New	+$95K	0.07%	134

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

Grey Fox Wealth Advisors's DFAX Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2025, closing a stake of 4,933 shares — an estimated $155K sold.

Grey Fox Wealth Advisors first reported a position in DFAX in Q4 2022 and held it in 3 quarters. The position peaked at $155K in Q3 2025. 668 funds tracked by Wall St. Rank hold DFAX as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 4,933 Dimensional World ex US Core Equity 2 ETF shares in Q4 2025, an estimated $155K.
Grey Fox Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $155K in Q3 2025.
668 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.