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MilWealth Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

MilWealth 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
Q1 		$22.9M Sell
674,680
-15,051
-2% -$524K 5.46% 9
2025
Q4 		$22.6M Sell
689,731
-5,459
-0.8% -$174K 5.37% 9
2025
Q3 		$21.8M Sell
695,190
-6,262
-0.9% -$190K 5.32% 9
2025
Q2 		$20.6M Sell
701,452
-8,347
-1% -$230K 5.31% 9
2025
Q1 		$18.6M Buy
709,799
+3,805
+0.5% +$98.8K 5.12% 9
2024
Q4 		$17.6M Buy
705,994
+443,863
+169% +$11.5M 4.79% 9
2024
Q3 		$7.08M Buy
262,131
+196
+0.1% +$5.08K 2.08% 11
2024
Q2 		$6.66M Buy
261,935
+6,519
+3% +$167K 2.1% 11
2024
Q1 		$6.5M Buy
255,416
+4,208
+2% +$103K 2.07% 11
2023
Q4 		$6.13M Buy
251,208
+15,845
+7% +$362K 2.03% 11
2023
Q3 		$5.3M Buy
235,363
+7,573
+3% +$177K 2.09% 10
2023
Q2 		$5.31M Buy
227,790
+1,491
+0.7% +$34.7K 2.05% 10
2023
Q1 		$5.22M Sell
226,299
-7,877
-3% -$180K 2.07% 10
2022
Q4 		$5.06M Buy
234,176
+62,354
+36% +$1.3M 2.07% 10
2022
Q3 		$3.25M Buy
171,822
+8,105
+5% +$172K 1.41% 11
2022
Q2 		$3.51M Buy
163,717
+6,422
+4% +$149K 1.51% 11
2022
Q1 		$3.92M Buy
157,295
+5,545
+4% +$140K 1.5% 11
2021
Q4 		$3.96M Buy
151,750
+9,886
+7% +$258K 1.47% 12
2021
Q3 		$3.67M Buy
+141,864
New +$3.75M 1.41% 11

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 $10.6B AUM 34.1% 1-Year Est. Return

MilWealth Group's DFAX Position: Q1 2026 in Review

MilWealth Group reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.2% in Q1 2026, selling an estimated $524K and leaving 674,680 shares worth $22.9M. The position accounts for 5.46% of the portfolio, ranked #9.

MilWealth Group 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.

  • MilWealth Group held 674,680 shares of Dimensional World ex US Core Equity 2 ETF worth $22.9M as of Q1 2026.
  • MilWealth Group sold 15,051 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $524K.
  • Dimensional World ex US Core Equity 2 ETF made up 5.46% of MilWealth Group's portfolio in Q1 2026, its #9 holding.
  • MilWealth Group 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 MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.