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Principal Securities’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Principal Securities’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 		– Sell
-276
Closed -$8.66K – 1855
2025
Q3 		$8.66K Hold
276
– – ﹤0.01% 2777
2025
Q2 		$8.11K Buy
+276
New +$7.6K ﹤0.01% 2702

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.11B AUM 11.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Principal Securities's DFAX Position: Q4 2025 in Review

Principal Securities sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2025, closing a stake of 276 shares — an estimated $8.66K sold.

Principal Securities first reported a position in DFAX in Q2 2025 and held it in 2 quarters. The position peaked at $8.66K in Q3 2025. 675 funds tracked by Wall St. Rank hold DFAX as of Q4 2025.

  • Principal Securities reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 276 Dimensional World ex US Core Equity 2 ETF shares in Q4 2025, an estimated $8.66K.
  • Principal Securities first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Dimensional World ex US Core Equity 2 ETF position peaked at $8.66K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.