Nalls Sherbakoff Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$5.48K	Buy	167 +1	+0.6%	+$32	﹤0.01%	362
2025 Q3	$5.21K	Buy	166 +1	+0.6%	+$30	﹤0.01%	356
2025 Q2	$4.85K	Buy	165 +2	+1%	+$55	﹤0.01%	357
2025 Q1	$4.27K	Buy	+163	New	+$4.23K	﹤0.01%	342
2023 Q4	$3.86K	Sell	158 -8	-5%	-$183	﹤0.01%	321
2023 Q3	$3.75K	Buy	166 +3	+2%	+$70	﹤0.01%	318
2023 Q2	$3.67K	Hold	163	–	–	﹤0.01%	324
2023 Q1	$3.74K	Buy	+163	New	+$3.72K	﹤0.01%	326

Other funds holding DFAX

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return