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Kestra Investment Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Kestra Investment Management’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 		– Sell
-6,157
Closed -$209K – 525
2026
Q1 		$209K Buy
+6,157
New +$214K ﹤0.01% 428
2025
Q1 		– Sell
-40
Closed -$997 – 1014
2024
Q4 		$997 Buy
+40
New +$1.03K ﹤0.01% 1090

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

Kestra Investment Management's DFAX Position: Q2 2026 in Review

Kestra Investment Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026, closing a stake of 6,157 shares — an estimated $209K sold.

Kestra Investment Management first reported a position in DFAX in Q4 2024 and held it in 2 quarters. The position peaked at $209K in Q1 2026. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Kestra Investment Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Investment Management sold 6,157 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $209K.
  • Kestra Investment Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Dimensional World ex US Core Equity 2 ETF position peaked at $209K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.