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Parkwoods Wealth Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Parkwoods Wealth Partners’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 		$3.37M Sell
99,136
-544
-0.5% -$18.9K 0.83% 20
2025
Q4 		$3.26M Sell
99,680
-2,255
-2% -$71.9K 0.96% 15
2025
Q3 		$3.2M Buy
101,935
+66,379
+187% +$2.02M 1.09% 14
2025
Q2 		$1.04M Buy
35,556
+5,444
+18% +$150K 0.6% 15
2025
Q1 		$789K Buy
+30,112
New +$782K 0.53% 15

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 $10.6B AUM 34.1% 1-Year Est. Return

Parkwoods Wealth Partners's DFAX Position: Q1 2026 in Review

Parkwoods Wealth Partners reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.55% in Q1 2026, selling an estimated $18.9K and leaving 99,136 shares worth $3.37M. The position accounts for 0.83% of the portfolio, ranked #20.

Parkwoods Wealth Partners first reported a position in DFAX in Q1 2025 and has held it in 5 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Parkwoods Wealth Partners held 99,136 shares of Dimensional World ex US Core Equity 2 ETF worth $3.37M as of Q1 2026.
  • Parkwoods Wealth Partners sold 544 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $18.9K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.83% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #20 holding.
  • Parkwoods Wealth Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.