Key Financial Inc’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Key Financial Inc’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	$45.1K	Hold	1,225	–	–	0.01%	556
2026 Q1	$41.6K	Hold	1,225	–	–	0.01%	565
2025 Q4	$40.1K	Hold	1,225	–	–	0.01%	576
2025 Q3	$38.6K	Hold	1,225	–	–	0.01%	572
2025 Q2	$36K	Hold	1,225	–	–	0.01%	563
2025 Q1	$32.1K	Hold	1,225	–	–	0.01%	559
2024 Q4	$30.5K	Hold	1,225	–	–	0.01%	568
2024 Q3	$33.1K	Hold	1,225	–	–	0.01%	550
2024 Q2	$31.1K	Hold	1,225	–	–	0.01%	558
2024 Q1	$31.2K	Hold	1,225	–	–	0.01%	520
2023 Q4	$29.9K	Hold	1,225	–	–	0.01%	510
2023 Q3	$27.6K	Hold	1,225	–	–	0.01%	498
2023 Q2	$28.6K	Hold	1,225	–	–	0.01%	499
2023 Q1	$28.2K	Hold	1,225	–	–	0.01%	471
2022 Q4	$23.1K	Hold	1,225	–	–	0.01%	469
2022 Q3	$23K	Hold	1,225	–	–	0.01%	472
2022 Q2	$26K	Hold	1,225	–	–	0.01%	455
2022 Q1	$31K	Hold	1,225	–	–	0.02%	424
2021 Q4	$32K	Hold	1,225	–	–	0.02%	410
2021 Q3	$32K	Buy	+1,225	New	+$32.4K	0.02%	395

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

Key Financial Inc's DFAX Position: Q2 2026 in Review

Key Financial Inc held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 1,225 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #556.

Key Financial Inc first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 713 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Key Financial Inc held 1,225 shares of Dimensional World ex US Core Equity 2 ETF worth $45.1K as of Q2 2026.
Key Financial Inc left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #556 holding.
Key Financial Inc first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
713 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.