Milestone Asset Management Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Milestone Asset Management Group’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	$271K	Sell	7,360 -1,041	-12%	-$38.2K	0.14%	113
2026 Q1	$285K	Sell	8,401 -222	-3%	-$7.72K	0.17%	104
2025 Q4	$282K	Buy	8,623 +373	+5%	+$11.9K	0.16%	101
2025 Q3	$259K	Buy	8,250 +37	+0.5%	+$1.12K	0.16%	101
2025 Q2	$241K	Buy	8,213 +78	+1%	+$2.15K	0.18%	90
2025 Q1	$213K	Buy	8,135 +6	+0.1%	+$156	0.19%	87
2024 Q4	$202K	Buy	+8,129	New	+$210K	0.18%	92

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

Milestone Asset Management Group's DFAX Position: Q2 2026 in Review

Milestone Asset Management Group reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 12% in Q2 2026, selling an estimated $38.2K and leaving 7,360 shares worth $271K. The position accounts for 0.14% of the portfolio, ranked #113.

Milestone Asset Management Group first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $285K in Q1 2026. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Milestone Asset Management Group held 7,360 shares of Dimensional World ex US Core Equity 2 ETF worth $271K as of Q2 2026.
Milestone Asset Management Group sold 1,041 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $38.2K.
Dimensional World ex US Core Equity 2 ETF made up 0.14% of Milestone Asset Management Group's portfolio in Q2 2026, its #113 holding.
Milestone Asset Management Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
Milestone Asset Management Group's Dimensional World ex US Core Equity 2 ETF position peaked at $285K in Q1 2026.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.