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Monograph Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Monograph Wealth 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 		$209M Buy
6,166,855
+106,079
+2% +$3.69M 19.86% 2
2025
Q4 		$198M Buy
6,060,776
+91,583
+2% +$2.92M 19.48% 2
2025
Q3 		$187M Buy
5,969,193
+220,076
+4% +$6.68M 18.95% 2
2025
Q2 		$169M Buy
5,749,117
+207,834
+4% +$5.72M 20.82% 2
2025
Q1 		$145M Buy
5,541,283
+58,125
+1% +$1.51M 19.78% 2
2024
Q4 		$136M Sell
5,483,158
-150,021
-3% -$3.88M 18.02% 2
2024
Q3 		$152M Buy
5,633,179
+122,873
+2% +$3.19M 19.8% 2
2024
Q2 		$140M Buy
5,510,306
+344,943
+7% +$8.82M 20.47% 2
2024
Q1 		$131M Buy
5,165,363
+441,506
+9% +$10.8M 19.29% 2
2023
Q4 		$115M Buy
4,723,857
+3,659
+0.1% +$83.7K 20.7% 2
2023
Q3 		$106M Buy
4,720,198
+238,106
+5% +$5.57M 21.02% 2
2023
Q2 		$104M Buy
4,482,092
+306,495
+7% +$7.14M 22.42% 2
2023
Q1 		$96.3M Buy
4,175,597
+249,159
+6% +$5.69M 22.6% 2
2022
Q4 		$84.8M Buy
3,926,438
+261,099
+7% +$5.43M 22.46% 2
2022
Q3 		$69.2M Sell
3,665,339
-830,185
-18% -$17.6M 22.7% 2
2022
Q2 		$96.4M Sell
4,495,524
-20,510
-0.5% -$477K 27.97% 2
2022
Q1 		$113M Buy
4,516,034
+383,535
+9% +$9.71M 28.47% 2
2021
Q4 		$108M Buy
+4,132,499
New +$108M 27.16% 2

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Monograph Wealth Advisors's DFAX Position: Q1 2026 in Review

Monograph Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.8% in Q1 2026, buying an estimated $3.69M and bringing the position to 6,166,855 shares worth $209M. The position accounts for 19.86% of the portfolio, ranked #2.

Monograph Wealth Advisors first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Monograph Wealth Advisors held 6,166,855 shares of Dimensional World ex US Core Equity 2 ETF worth $209M as of Q1 2026.
  • Monograph Wealth Advisors bought 106,079 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $3.69M.
  • Dimensional World ex US Core Equity 2 ETF made up 19.86% of Monograph Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Monograph Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.