MFT
DFAX icon

Moisand Fitzgerald Tamayo’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Moisand Fitzgerald Tamayo’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 		$10.7M Sell
291,117
-2,443
-0.8% -$89.8K 1.05% 15
2026
Q1 		$9.97M Sell
293,560
-6,986
-2% -$243K 1.07% 15
2025
Q4 		$9.84M Sell
300,546
-2,877
-0.9% -$91.8K 1.11% 15
2025
Q3 		$9.52M Sell
303,423
-3,118
-1% -$94.7K 1.12% 15
2025
Q2 		$9M Sell
306,541
-5,001
-2% -$138K 1.14% 15
2025
Q1 		$8.16M Sell
311,542
-4,487
-1% -$116K 1.13% 17
2024
Q4 		$7.86M Sell
316,029
-6,752
-2% -$175K 1.11% 18
2024
Q3 		$8.72M Sell
322,781
-2,592
-0.8% -$67.2K 1.2% 17
2024
Q2 		$8.27M Sell
325,373
-2,802
-0.9% -$71.6K 1.24% 17
2024
Q1 		$8.35M Sell
328,175
-1,713
-0.5% -$41.9K 1.28% 17
2023
Q4 		$8.06M Sell
329,888
-6,060
-2% -$139K 1.39% 18
2023
Q3 		$7.57M Sell
335,948
-14,394
-4% -$337K 1.6% 17
2023
Q2 		$8.17M Sell
350,342
-2,895
-0.8% -$67.4K 1.67% 16
2023
Q1 		$8.15M Sell
353,237
-17,715
-5% -$405K 1.74% 15
2022
Q4 		$8.01M Buy
370,952
+15,543
+4% +$323K 1.83% 15
2022
Q3 		$6.71M Buy
355,409
+36,606
+11% +$777K 1.84% 15
2022
Q2 		$6.83M Buy
318,803
+112,259
+54% +$2.61M 1.84% 16
2022
Q1 		$5.15M Sell
206,544
-155,715
-43% -$3.94M 2.34% 13
2021
Q4 		$9.46M Sell
362,259
-6,695
-2% -$175K 2.66% 11
2021
Q3 		$9.55M Buy
+368,954
New +$9.76M 3.21% 9

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

Moisand Fitzgerald Tamayo's DFAX Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.83% in Q2 2026, selling an estimated $89.8K and leaving 291,117 shares worth $10.7M. The position accounts for 1.05% of the portfolio, ranked #15.

Moisand Fitzgerald Tamayo first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 291,117 shares of Dimensional World ex US Core Equity 2 ETF worth $10.7M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 2,443 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $89.8K.
  • Dimensional World ex US Core Equity 2 ETF made up 1.05% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #15 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.