Jones Financial Companies’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Jones Financial Companies’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	$14.1M	Buy	387,541 +111,644	+40%	+$4.1M	0.01%	792
2026 Q1	$9.1M	Buy	275,897 +121,000	+78%	+$4.21M	﹤0.01%	860
2025 Q4	$5.07M	Buy	154,897 +44,411	+40%	+$1.42M	﹤0.01%	641
2025 Q3	$3.44M	Buy	110,486 +31,425	+40%	+$954K	﹤0.01%	693
2025 Q2	$2.31M	Buy	79,061 +20,153	+34%	+$555K	﹤0.01%	711
2025 Q1	$1.56M	Buy	58,908 +24,994	+74%	+$649K	﹤0.01%	725
2024 Q4	$843K	Buy	33,914 +18,847	+125%	+$488K	﹤0.01%	804
2024 Q3	$409K	Buy	15,067 +14,363	+2,040%	+$373K	﹤0.01%	890
2024 Q2	$17.9K	Buy	+704	New	+$18K	﹤0.01%	1571

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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

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

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

Jones Financial Companies's DFAX Position: Q2 2026 in Review

Jones Financial Companies increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 40% in Q2 2026, buying an estimated $4.1M and bringing the position to 387,541 shares worth $14.1M. The position accounts for 0.01% of the portfolio, ranked #792.

Jones Financial Companies first reported a position in DFAX in Q2 2024 and has held it in 9 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Jones Financial Companies held 387,541 shares of Dimensional World ex US Core Equity 2 ETF worth $14.1M as of Q2 2026.
Jones Financial Companies bought 111,644 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $4.1M.
Dimensional World ex US Core Equity 2 ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #792 holding.
Jones Financial Companies first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.