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

Modern 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	$278K	Buy	8,082 +12	+0.1%	+$418	﹤0.01%	740
2025 Q4	$264K	Sell	8,070 -233	-3%	-$7.43K	﹤0.01%	721
2025 Q3	$261K	Buy	8,303 +632	+8%	+$19.2K	0.01%	684
2025 Q2	$225K	Buy	+7,671	New	+$211K	0.01%	710
2024 Q4	–	Sell	-7,746	Closed	-$209K	–	585
2024 Q3	$209K	Sell	7,746 -1,618	-17%	-$42K	0.01%	411
2024 Q2	$238K	Buy	+9,364	New	+$239K	0.02%	355

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