IFG Advisory’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

IFG Advisory’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 Q1	$249K	Sell	7,333 -618,838	-99%	-$21.5M	0.71%	19
2025 Q4	$20.5M	Sell	626,171 -6,380	-1%	-$204K	0.89%	15
2025 Q3	$19.8M	Buy	632,551 +12,523	+2%	+$380K	0.9%	15
2025 Q2	$18.2M	Buy	620,028 +30,853	+5%	+$849K	0.91%	16
2025 Q1	$15.4M	Buy	589,175 +9,356	+2%	+$243K	0.86%	19
2024 Q4	$14.4M	Buy	579,819 +24,092	+4%	+$623K	0.82%	19
2024 Q3	$15M	Buy	555,727 +15,197	+3%	+$394K	0.96%	19
2024 Q2	$13.7M	Buy	540,530 +8,946	+2%	+$229K	0.88%	17
2024 Q1	$13.5M	Sell	531,584 -13,755	-3%	-$336K	1.01%	15
2023 Q4	$13.3M	Buy	545,339 +16,066	+3%	+$367K	0.97%	13
2023 Q3	$11.9M	Sell	529,273 -35,162	-6%	-$822K	1%	13
2023 Q2	$13.2M	Buy	564,435 +1,429	+0.3%	+$33.3K	1.17%	11
2023 Q1	$13M	Sell	563,006 -88,020	-14%	-$2.01M	1.21%	14
2022 Q4	$14.1M	Sell	651,026 -21,749	-3%	-$452K	1.4%	12
2022 Q3	$12.7M	Buy	672,775 +65,090	+11%	+$1.38M	1.16%	16
2022 Q2	$13M	Buy	+607,685	New	+$14.1M	1.38%	13
2022 Q1	–	Sell	-486,484	Closed	-$12.7M	–	503
2021 Q4	$12.7M	Buy	486,484 +4,186	+0.9%	+$109K	1.24%	11
2021 Q3	$12.5M	Buy	+482,298	New	+$12.8M	1.34%	11

Other funds holding DFAX

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 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

IFG Advisory's DFAX Position: Q1 2026 in Review

IFG Advisory reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 99% in Q1 2026, selling an estimated $21.5M and leaving 7,333 shares worth $249K. The position accounts for 0.71% of the portfolio, ranked #19.

IFG Advisory first reported a position in DFAX in Q3 2021 and has held it in 18 quarters since. The position peaked at $20.5M in Q4 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

IFG Advisory held 7,333 shares of Dimensional World ex US Core Equity 2 ETF worth $249K as of Q1 2026.
IFG Advisory sold 618,838 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $21.5M.
Dimensional World ex US Core Equity 2 ETF made up 0.71% of IFG Advisory's portfolio in Q1 2026, its #19 holding.
IFG Advisory first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 18 quarters since.
IFG Advisory's Dimensional World ex US Core Equity 2 ETF position peaked at $20.5M in Q4 2025.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.