Raymond James Financial
DFAX icon

Raymond James Financial’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Raymond James Financial’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 		$84.8M Buy
2,497,062
+165,786
+7% +$5.77M 0.03% 574
2025
Q4 		$76.3M Buy
2,331,276
+729,814
+46% +$23.3M 0.02% 619
2025
Q3 		$50.3M Buy
1,601,462
+174,893
+12% +$5.31M 0.02% 810
2025
Q2 		$41.9M Sell
1,426,569
-11,282
-0.8% -$310K 0.01% 863
2025
Q1 		$37.7M Sell
1,437,851
-57,672
-4% -$1.5M 0.01% 878
2024
Q4 		$37.2M Buy
+1,495,523
New +$38.7M 0.01% 897

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Raymond James Financial's DFAX Position: Q1 2026 in Review

Raymond James Financial increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 7.1% in Q1 2026, buying an estimated $5.77M and bringing the position to 2,497,062 shares worth $84.8M. The position accounts for 0.03% of the portfolio, ranked #574.

Raymond James Financial first reported a position in DFAX in Q4 2024 and has held it in 6 quarters since. 697 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Raymond James Financial held 2,497,062 shares of Dimensional World ex US Core Equity 2 ETF worth $84.8M as of Q1 2026.
  • Raymond James Financial bought 165,786 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $5.77M.
  • Dimensional World ex US Core Equity 2 ETF made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #574 holding.
  • Raymond James Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • 697 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.