Morris Financial Concepts’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Morris Financial Concepts’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	$1.55M	Buy	42,000 +411	+1%	+$15.1K	0.47%	38
2026 Q1	$1.41M	Sell	41,589 -45	-0.1%	-$1.57K	0.48%	38
2025 Q4	$1.36M	Hold	41,634	–	–	0.48%	39
2025 Q3	$1.31M	Hold	41,634	–	–	0.47%	40
2025 Q2	$1.22M	Sell	41,634 -175	-0.4%	-$4.82K	0.49%	39
2025 Q1	$1.1M	Sell	41,809 -1,124	-3%	-$29.2K	0.46%	40
2024 Q4	$1.07M	Sell	42,933 -25,106	-37%	-$649K	0.46%	36
2024 Q3	$1.84M	Hold	68,039	–	–	0.79%	21
2024 Q2	$1.73M	Sell	68,039 -351	-0.5%	-$8.97K	0.83%	22
2024 Q1	$1.74M	Sell	68,390 -77	-0.1%	-$1.88K	0.89%	20
2023 Q4	$1.67M	Hold	68,467	–	–	0.95%	23
2023 Q3	$1.54M	Sell	68,467 -1,119	-2%	-$26.2K	1.02%	21
2023 Q2	$1.62M	Sell	69,586 -320	-0.5%	-$7.45K	1.05%	20
2023 Q1	$1.61M	Sell	69,906 -299	-0.4%	-$6.83K	1.14%	19
2022 Q4	$1.52M	Buy	+70,205	New	+$1.46M	1.22%	19
2022 Q3	–	Sell	-90,186	Closed	-$1.93M	–	122
2022 Q2	$1.93M	Sell	90,186 -9,922	-10%	-$231K	1.84%	15
2022 Q1	$2.5M	Buy	100,108 +1,092	+1%	+$27.7K	2.08%	14
2021 Q4	$2.58M	Buy	+99,016	New	+$2.59M	2.16%	14

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Morris Financial Concepts's DFAX Position: Q2 2026 in Review

Morris Financial Concepts increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.99% in Q2 2026, buying an estimated $15.1K and bringing the position to 42,000 shares worth $1.55M. The position accounts for 0.47% of the portfolio, ranked #38.

Morris Financial Concepts first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.58M in Q4 2021. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Morris Financial Concepts held 42,000 shares of Dimensional World ex US Core Equity 2 ETF worth $1.55M as of Q2 2026.
Morris Financial Concepts bought 411 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $15.1K.
Dimensional World ex US Core Equity 2 ETF made up 0.47% of Morris Financial Concepts's portfolio in Q2 2026, its #38 holding.
Morris Financial Concepts first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
Morris Financial Concepts's Dimensional World ex US Core Equity 2 ETF position peaked at $2.58M in Q4 2021.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.