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

Parallel 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 		$124K Sell
3,640
-562
-13% -$19.6K ﹤0.01% 1461
2025
Q4 		$138K Sell
4,202
-1,186
-22% -$37.8K ﹤0.01% 1293
2025
Q3 		$169K Hold
5,388
– – ﹤0.01% 1134
2025
Q2 		$158K Hold
5,388
– – ﹤0.01% 1121
2025
Q1 		$141K Hold
5,388
– – ﹤0.01% 1115
2024
Q4 		$134K Buy
5,388
+3,089
+134% +$79.9K ﹤0.01% 1125
2024
Q3 		$62.1K Hold
2,299
– – ﹤0.01% 1492
2024
Q2 		$58.4K Hold
2,299
– – ﹤0.01% 1439
2024
Q1 		$58.5K Hold
2,299
– – ﹤0.01% 1419
2023
Q4 		$56.1K Sell
2,299
-2,149
-48% -$49.1K ﹤0.01% 1382
2023
Q3 		$100K Sell
4,448
-1,287
-22% -$30.1K ﹤0.01% 1085
2023
Q2 		$134K Buy
+5,735
New +$134K ﹤0.01% 952
2022
Q4 		– Sell
-305
Closed -$6K – 3404
2022
Q3 		$6K Buy
+305
New +$6.48K ﹤0.01% 2197

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 $376B 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 $24.6B 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