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Moneta Group Investment Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Moneta Group Investment Advisors’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 		$737K Buy
21,702
+23
+0.1% +$800 0.01% 421
2025
Q4 		$710K Buy
21,679
+1,580
+8% +$50.4K 0.01% 426
2025
Q3 		$631K Buy
20,099
+37
+0.2% +$1.12K 0.01% 438
2025
Q2 		$589K Sell
20,062
-2,469
-11% -$67.9K 0.01% 404
2025
Q1 		$590K Sell
22,531
-4,221
-16% -$110K 0.01% 379
2024
Q4 		$665K Buy
26,752
+436
+2% +$11.3K 0.01% 341
2024
Q3 		$711K Buy
26,316
+6,824
+35% +$177K 0.01% 337
2024
Q2 		$495K Buy
19,492
+1,105
+6% +$28.2K 0.01% 389
2024
Q1 		$468K Buy
18,387
+11
+0.1% +$269 0.01% 387
2023
Q4 		$449K Sell
18,376
-4,046
-18% -$92.5K 0.01% 360
2023
Q3 		$505K Buy
22,422
+4,974
+29% +$116K 0.01% 318
2023
Q2 		$407K Buy
17,448
+158
+0.9% +$3.68K 0.01% 368
2023
Q1 		$399K Buy
17,290
+1,277
+8% +$29.2K 0.01% 359
2022
Q4 		$373K Sell
16,013
-1,086
-6% -$22.6K 0.01% 339
2022
Q3 		$323K Sell
17,099
-1,278
-7% -$27.1K 0.01% 335
2022
Q2 		$394K Sell
18,377
-8,517
-32% -$198K 0.01% 337
2022
Q1 		$671K Buy
26,894
+8
+0% +$203 0.03% 254
2021
Q4 		$702K Buy
26,886
+147
+0.5% +$3.84K 0.03% 250
2021
Q3 		$692K Buy
+26,739
New +$708K 0.03% 235

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

Moneta Group Investment Advisors's DFAX Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.11% in Q1 2026, buying an estimated $800 and bringing the position to 21,702 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #421.

Moneta Group Investment Advisors first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. 695 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Moneta Group Investment Advisors held 21,702 shares of Dimensional World ex US Core Equity 2 ETF worth $737K as of Q1 2026.
  • Moneta Group Investment Advisors bought 23 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $800.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #421 holding.
  • Moneta Group Investment Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • 695 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.