Rehmann Capital Advisory Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Rehmann Capital Advisory Group’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	$3.2M	Sell	94,126 -3,421	-4%	-$119K	0.17%	97
2025 Q4	$3.19M	Sell	97,547 -5,395	-5%	-$172K	0.17%	98
2025 Q3	$3.23M	Sell	102,942 -682	-0.7%	-$20.7K	0.18%	94
2025 Q2	$3.04M	Sell	103,624 -364	-0.4%	-$10K	0.18%	91
2025 Q1	$2.72M	Sell	103,988 -315	-0.3%	-$8.18K	0.17%	102
2024 Q4	$2.59M	Buy	104,303 +6,855	+7%	+$177K	0.16%	103
2024 Q3	$2.63M	Sell	97,448 -3,497	-3%	-$90.7K	0.17%	104
2024 Q2	$2.57M	Sell	100,945 -4,566	-4%	-$117K	0.18%	103
2024 Q1	$2.68M	Sell	105,511 -2,368	-2%	-$57.9K	0.2%	92
2023 Q4	$2.63M	Sell	107,879 -31,763	-23%	-$726K	0.22%	88
2023 Q3	$3.14M	Buy	139,642 +2,562	+2%	+$59.9K	0.29%	65
2023 Q2	$3.2M	Buy	137,080 +12,060	+10%	+$281K	0.29%	66
2023 Q1	$2.88M	Buy	125,020 +2,257	+2%	+$51.6K	0.27%	79
2022 Q4	$2.65M	Sell	122,763 -19,084	-13%	-$397K	0.27%	80
2022 Q3	$2.68M	Sell	141,847 -7,002	-5%	-$149K	0.3%	66
2022 Q2	$3.19M	Sell	148,849 -1,458	-1%	-$33.9K	0.35%	55
2022 Q1	$3.75M	Buy	150,307 +5,823	+4%	+$147K	0.36%	59
2021 Q4	$3.77M	Sell	144,484 -5,470	-4%	-$143K	0.35%	55
2021 Q3	$3.77M	Buy	+149,954	New	+$3.97M	0.36%	58

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

Rehmann Capital Advisory Group's DFAX Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.5% in Q1 2026, selling an estimated $119K and leaving 94,126 shares worth $3.2M. The position accounts for 0.17% of the portfolio, ranked #97.

Rehmann Capital Advisory Group first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.77M in Q4 2021. 695 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Rehmann Capital Advisory Group held 94,126 shares of Dimensional World ex US Core Equity 2 ETF worth $3.2M as of Q1 2026.
Rehmann Capital Advisory Group sold 3,421 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $119K.
Dimensional World ex US Core Equity 2 ETF made up 0.17% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #97 holding.
Rehmann Capital Advisory Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
Rehmann Capital Advisory Group's Dimensional World ex US Core Equity 2 ETF position peaked at $3.77M in Q4 2021.
695 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.