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

Redmont Wealth 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
2025 Q4	$60K	Hold	1,834	–	–	0.09%	87
2025 Q3	$57.6K	Buy	1,834 +148	+9%	+$4.49K	0.08%	96
2025 Q2	$49.5K	Buy	1,686 +69	+4%	+$1.9K	0.07%	98
2025 Q1	$42.4K	Buy	+1,617	New	+$42K	0.08%	81
2024 Q4	–	Sell	-1,427	Closed	-$38.5K	–	131
2024 Q3	$38.5K	Buy	1,427 +340	+31%	+$8.82K	0.06%	100
2024 Q2	$27.6K	Buy	+1,087	New	+$27.8K	0.04%	114

Other funds holding DFAX

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

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

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

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

Redmont Wealth Advisors's DFAX Position: Q4 2025 in Review

Redmont Wealth Advisors held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q4 2025 at 1,834 shares worth $60K. The position accounts for 0.09% of the portfolio, ranked #87.

Redmont Wealth Advisors first reported a position in DFAX in Q2 2024 and has held it in 6 quarters since. 673 funds tracked by Wall St. Rank hold DFAX as of Q4 2025.

Redmont Wealth Advisors held 1,834 shares of Dimensional World ex US Core Equity 2 ETF worth $60K as of Q4 2025.
Redmont Wealth Advisors left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q4 2025.
Dimensional World ex US Core Equity 2 ETF made up 0.09% of Redmont Wealth Advisors's portfolio in Q4 2025, its #87 holding.
Redmont Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and has held it in 6 quarters since.
673 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.