MA
DFAX icon

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

Mutual 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 		– Sell
-6,317
Closed -$207K – 1345
2025
Q4 		$207K Hold
6,317
– – ﹤0.01% 1240
2025
Q3 		$201K Buy
+6,317
New +$192K ﹤0.01% 1233
2024
Q1 		– Sell
-39,834
Closed -$973K – 1089
2023
Q4 		$973K Sell
39,834
-26,800
-40% -$613K 0.03% 455
2023
Q3 		$1.5M Sell
66,634
-5,239
-7% -$123K 0.06% 316
2023
Q2 		$1.68M Sell
71,873
-10,661
-13% -$248K 0.06% 293
2023
Q1 		$1.9M Buy
82,534
+6,434
+8% +$147K 0.08% 253
2022
Q4 		$1.64M Sell
76,100
-951
-1% -$19.8K 0.07% 273
2022
Q3 		$1.46M Buy
77,051
+12,811
+20% +$272K 0.07% 264
2022
Q2 		$1.38M Buy
64,240
+43,296
+207% +$1.01M 0.09% 261
2022
Q1 		$523K Sell
20,944
-9,547
-31% -$242K 0.03% 563
2021
Q4 		$796K Buy
30,491
+7,761
+34% +$203K 0.04% 454
2021
Q3 		$588K Buy
+22,730
New +$602K 0.03% 497

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 $8.89B AUM 25.87% 1-Year Est. Return

Mutual Advisors's DFAX Position: Q1 2026 in Review

Mutual Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2026, closing a stake of 6,317 shares — an estimated $207K sold.

Mutual Advisors first reported a position in DFAX in Q3 2021 and held it in 12 quarters. The position peaked at $1.9M in Q1 2023. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Mutual Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • Mutual Advisors sold 6,317 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $207K.
  • Mutual Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 12 quarters.
  • Mutual Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $1.9M in Q1 2023.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.