Melfa Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Melfa Wealth 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 Q1	$2.16M	Sell	63,564 -1,117	-2%	-$38.9K	1.24%	22
2025 Q4	$2.12M	Sell	64,681 -1,181	-2%	-$37.7K	1.22%	20
2025 Q3	$2.07M	Buy	65,862 +60	+0.1%	+$1.82K	1.21%	20
2025 Q2	$1.93M	Sell	65,802 -1,129	-2%	-$31.1K	1.22%	20
2025 Q1	$1.75M	Sell	66,931 -862	-1%	-$22.4K	1.18%	19
2024 Q4	$1.69M	Sell	67,793 -125	-0.2%	-$3.23K	1.13%	21
2024 Q3	$1.83M	Sell	67,918 -4,195	-6%	-$109K	1.21%	18
2024 Q2	$1.83M	Buy	72,113 +768	+1%	+$19.6K	1.28%	18
2024 Q1	$1.82M	Buy	71,345 +1,287	+2%	+$31.5K	1.31%	17
2023 Q4	$1.71M	Sell	70,058 -2,277	-3%	-$52.1K	1.61%	14
2023 Q3	$1.63M	Sell	72,335 -1,351	-2%	-$31.6K	1.77%	13
2023 Q2	$1.72M	Sell	73,686 -5,350	-7%	-$125K	1.74%	13
2023 Q1	$1.82M	Sell	79,036 -1,395	-2%	-$31.9K	1.82%	14
2022 Q4	$1.74M	Buy	+80,431	New	+$1.67M	1.82%	13

Other funds holding DFAX

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return