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NFP Retirement Inc’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

NFP Retirement Inc’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 		$526K Buy
14,272
+5,570
+64% +$205K 0.03% 197
2026
Q1 		$296K Buy
8,702
+2,358
+37% +$82.1K 0.02% 256
2025
Q4 		$208K Sell
6,344
-16,066
-72% -$513K 0.01% 292
2025
Q3 		$703K Buy
+22,410
New +$680K 0.04% 162

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

NFP Retirement Inc's DFAX Position: Q2 2026 in Review

NFP Retirement Inc increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 64% in Q2 2026, buying an estimated $205K and bringing the position to 14,272 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #197.

NFP Retirement Inc first reported a position in DFAX in Q3 2025 and has held it in 4 quarters since. The position peaked at $703K in Q3 2025. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • NFP Retirement Inc held 14,272 shares of Dimensional World ex US Core Equity 2 ETF worth $526K as of Q2 2026.
  • NFP Retirement Inc bought 5,570 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $205K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.03% of NFP Retirement Inc's portfolio in Q2 2026, its #197 holding.
  • NFP Retirement Inc first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2025 and has held it in 4 quarters since.
  • NFP Retirement Inc's Dimensional World ex US Core Equity 2 ETF position peaked at $703K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.