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

Perennial Investment 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	-7,322	Closed	-$240K	–	525
2025 Q4	$240K	Sell	7,322 -356	-5%	-$11.4K	0.02%	430
2025 Q3	$241K	Hold	7,678	–	–	0.02%	416
2025 Q2	$226K	Hold	7,678	–	–	0.02%	421
2025 Q1	$201K	Buy	+7,678	New	+$199K	0.02%	416
2024 Q4	–	Sell	-7,833	Closed	-$212K	–	417
2024 Q3	$212K	Buy	+7,833	New	+$203K	0.03%	355
2024 Q2	–	Sell	-7,924	Closed	-$202K	–	381
2024 Q1	$202K	Buy	+7,924	New	+$194K	0.03%	327

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

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

Perennial Investment Advisors's DFAX Position: Q1 2026 in Review

Perennial Investment Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2026, closing a stake of 7,322 shares — an estimated $240K sold.

Perennial Investment Advisors first reported a position in DFAX in Q1 2024 and held it in 6 quarters. The position peaked at $241K in Q3 2025. 698 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Perennial Investment Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
Perennial Investment Advisors sold 7,322 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $240K.
Perennial Investment Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and held it in 6 quarters.
Perennial Investment Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $241K in Q3 2025.
698 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.