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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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Key Financial Inc's DFAX Position: Q1 2026 in Review

Key Financial Inc held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q1 2026 at 1,225 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #565.

Key Financial Inc first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Key Financial Inc held 1,225 shares of Dimensional World ex US Core Equity 2 ETF worth $41.6K as of Q1 2026.
  • Key Financial Inc left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #565 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 19 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.