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HFM Investment Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

HFM Investment 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
Q2 		$56.5M Sell
1,534,860
-30,318
-2% -$1.11M 19.83% 2
2026
Q1 		$53.2M Sell
1,565,178
-26,809
-2% -$933K 20.45% 2
2025
Q4 		$52.1M Buy
1,591,987
+18,583
+1% +$593K 20.37% 2
2025
Q3 		$49.4M Sell
1,573,404
-7,010
-0.4% -$213K 20.03% 2
2025
Q2 		$46.4M Sell
1,580,414
-99,150
-6% -$2.73M 20.4% 2
2025
Q1 		$44M Buy
+1,679,564
New +$43.6M 21.34% 2

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

HFM Investment Advisors's DFAX Position: Q2 2026 in Review

HFM Investment Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.9% in Q2 2026, selling an estimated $1.11M and leaving 1,534,860 shares worth $56.5M. The position accounts for 19.83% of the portfolio, ranked #2.

HFM Investment Advisors first reported a position in DFAX in Q1 2025 and has held it in 6 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • HFM Investment Advisors held 1,534,860 shares of Dimensional World ex US Core Equity 2 ETF worth $56.5M as of Q2 2026.
  • HFM Investment Advisors sold 30,318 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $1.11M.
  • Dimensional World ex US Core Equity 2 ETF made up 19.83% of HFM Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • HFM Investment Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and has held it in 6 quarters since.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.