MA
DFAX icon

MJP Associates’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

MJP Associates’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 		$371K Buy
10,917
+838
+8% +$29.2K 0.05% 139
2025
Q4 		$330K Buy
10,079
+28
+0.3% +$893 0.04% 182
2025
Q3 		$315K Buy
10,051
+2,754
+38% +$83.6K 0.04% 183
2025
Q2 		$214K Sell
7,297
-877
-11% -$24.1K 0.03% 213
2025
Q1 		$214K Sell
8,174
-341
-4% -$8.85K 0.04% 209
2024
Q4 		$212K Buy
8,515
+44
+0.5% +$1.14K 0.04% 219
2024
Q3 		$229K Buy
8,471
+33
+0.4% +$856 0.04% 187
2024
Q2 		$215K Buy
8,438
+54
+0.6% +$1.38K 0.04% 216
2024
Q1 		$213K Buy
+8,384
New +$205K 0.05% 214
2022
Q2 		– Sell
-8,860
Closed -$221K – 145
2022
Q1 		$221K Buy
8,860
+934
+12% +$23.7K 0.06% 145
2021
Q4 		$208K Buy
+7,926
New +$207K 0.06% 147

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 $376B 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 $24.6B 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 $8.89B AUM 25.87% 1-Year Est. Return