Ken Fisher’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Ken Fisher’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
2025 Q3	–	Sell	-16,393	Closed	-$481K	–	1027
2025 Q2	$481K	Buy	+16,393	New	+$451K	﹤0.01%	793
2023 Q4	–	Sell	-10,672	Closed	-$240K	–	1016
2023 Q3	$240K	Buy	+10,672	New	+$250K	﹤0.01%	983

Other funds holding DFAX

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

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $424B AUM 22.94% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Ken Fisher's DFAX Position: Q3 2025 in Review

Ken Fisher sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2025, closing a stake of 16,393 shares — an estimated $481K sold.

Ken Fisher first reported a position in DFAX in Q3 2023 and held it in 2 quarters. The position peaked at $481K in Q2 2025. 602 funds tracked by Wall St. Rank hold DFAX as of Q3 2025.

Ken Fisher reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2025 after selling out during the quarter.
Ken Fisher sold 16,393 Dimensional World ex US Core Equity 2 ETF shares in Q3 2025, an estimated $481K.
Ken Fisher first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2023 and held it in 2 quarters.
Ken Fisher's Dimensional World ex US Core Equity 2 ETF position peaked at $481K in Q2 2025.
602 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2025.

Based on Fisher Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.