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Johnson Investment Counsel’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Johnson Investment Counsel’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 		– Sell
-6,247
Closed -$204K – 831
2025
Q4 		$204K Buy
+6,247
New +$199K ﹤0.01% 770

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.11B AUM 11.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Johnson Investment Counsel's DFAX Position: Q1 2026 in Review

Johnson Investment Counsel sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2026, closing a stake of 6,247 shares — an estimated $204K sold.

Johnson Investment Counsel first reported a position in DFAX in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 700 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Johnson Investment Counsel reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • Johnson Investment Counsel sold 6,247 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $204K.
  • Johnson Investment Counsel first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and held it in 1 quarter.
  • Johnson Investment Counsel's Dimensional World ex US Core Equity 2 ETF position peaked at $204K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Johnson Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.