Keystone Financial Group (Georgia)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Keystone Financial Group (Georgia)’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	$9.93M	Buy	269,575 +32,923	+14%	+$1.21M	5.21%	6
2026 Q1	$8.04M	Buy	236,652 +39,892	+20%	+$1.39M	4.18%	8
2025 Q4	$6.44M	Buy	196,760 +38,850	+25%	+$1.24M	3.37%	9
2025 Q3	$4.96M	Buy	157,910 +20,234	+15%	+$614K	2.79%	10
2025 Q2	$4.06M	Buy	137,676 +11,458	+9%	+$315K	2.58%	11
2025 Q1	$3.47M	Buy	126,218 +22,729	+22%	+$590K	2.44%	12
2024 Q4	$2.57M	Buy	+103,489	New	+$2.68M	2.08%	12

Other funds holding DFAX

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

CCMI

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

TWM

Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

Keystone Financial Group (Georgia)'s DFAX Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 14% in Q2 2026, buying an estimated $1.21M and bringing the position to 269,575 shares worth $9.93M. The position accounts for 5.21% of the portfolio, ranked #6.

Keystone Financial Group (Georgia) first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Keystone Financial Group (Georgia) held 269,575 shares of Dimensional World ex US Core Equity 2 ETF worth $9.93M as of Q2 2026.
Keystone Financial Group (Georgia) bought 32,923 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $1.21M.
Dimensional World ex US Core Equity 2 ETF made up 5.21% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #6 holding.
Keystone Financial Group (Georgia) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
255 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.