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

Keystone Financial Services (Colorado)’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 		$523K Hold
14,202
– – 0.13% 69
2026
Q1 		$482K Hold
14,202
– – 0.14% 69
2025
Q4 		$465K Hold
14,202
– – 0.14% 69
2025
Q3 		$446K Hold
14,202
– – 0.14% 70
2025
Q2 		$417K Sell
14,202
-4,440
-24% -$122K 0.14% 69
2025
Q1 		$488K Sell
18,642
-399
-2% -$10.4K 0.19% 61
2024
Q4 		$473K Buy
+19,041
New +$493K 0.18% 57

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

Keystone Financial Services (Colorado)'s DFAX Position: Q2 2026 in Review

Keystone Financial Services (Colorado) held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 14,202 shares worth $523K. The position accounts for 0.13% of the portfolio, ranked #69.

Keystone Financial Services (Colorado) first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Keystone Financial Services (Colorado) held 14,202 shares of Dimensional World ex US Core Equity 2 ETF worth $523K as of Q2 2026.
  • Keystone Financial Services (Colorado) 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 0.13% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #69 holding.
  • Keystone Financial Services (Colorado) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.