Jim Simons’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Jim Simons’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	$370K	Buy	+10,900	New	+$379K	﹤0.01%	2729
2025 Q3	–	Sell	-11,800	Closed	-$347K	–	3579
2025 Q2	$347K	Buy	+11,800	New	+$325K	﹤0.01%	2992
2023 Q1	–	Sell	-20,700	Closed	-$447K	–	4047
2022 Q4	$447K	Sell	20,700 -69,900	-77%	-$1.45M	﹤0.01%	3011
2022 Q3	$1.71M	Buy	90,600 +44,200	+95%	+$939K	﹤0.01%	2117
2022 Q2	$995K	Buy	+46,400	New	+$1.08M	﹤0.01%	2723

Other funds holding DFAX

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $925M AUM 23.6% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 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

Jim Simons's DFAX Position: Q1 2026 in Review

Jim Simons opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2026: 10,900 shares worth $370K. The stake represents ﹤0.01% of the portfolio and ranks #2729 among its holdings. This is a return to the name: Jim Simons previously reported a position in DFAX as recently as Q2 2025.

Jim Simons first reported a position in DFAX in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.71M in Q3 2022. 697 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Jim Simons held 10,900 shares of Dimensional World ex US Core Equity 2 ETF worth $370K as of Q1 2026.
Dimensional World ex US Core Equity 2 ETF was a new Jim Simons position in Q1 2026.
Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2729 holding.
Jim Simons first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2022 and has held it in 5 quarters since.
Jim Simons's Dimensional World ex US Core Equity 2 ETF position peaked at $1.71M in Q3 2022.
697 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.