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DFAX icon

Retirement Solution’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Retirement Solution’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 		$2.49M Sell
73,167
-1,238
-2% -$43.1K 0.59% 11
2025
Q4 		$2.44M Buy
74,405
+10,169
+16% +$324K 0.54% 13
2025
Q3 		$2.02M Buy
64,236
+11
+0% +$334 0.48% 13
2025
Q2 		$1.89M Buy
64,225
+6,270
+11% +$173K 0.48% 12
2025
Q1 		$1.52M Sell
57,955
-32,840
-36% -$853K 0.43% 12
2024
Q4 		$2.26M Buy
90,795
+8,241
+10% +$213K 0.59% 16
2024
Q3 		$2.22M Buy
82,554
+5,689
+7% +$148K 0.54% 16
2024
Q2 		$1.95M Buy
76,865
+6,587
+9% +$168K 0.53% 16
2024
Q1 		$1.79M Buy
70,278
+6,142
+10% +$150K 0.48% 17
2023
Q4 		$1.57M Buy
64,136
+10,787
+20% +$247K 0.46% 18
2023
Q3 		$1.2M Buy
53,349
+29,593
+125% +$692K 0.4% 21
2023
Q2 		$554K Buy
23,756
+874
+4% +$20.4K 0.18% 27
2023
Q1 		$528K Buy
+22,882
New +$523K 0.19% 26

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 $377B AUM 19.32% 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 $374B AUM 17.66% 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

Retirement Solution's DFAX Position: Q1 2026 in Review

Retirement Solution reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.7% in Q1 2026, selling an estimated $43.1K and leaving 73,167 shares worth $2.49M. The position accounts for 0.59% of the portfolio, ranked #11.

Retirement Solution first reported a position in DFAX in Q1 2023 and has held it in 13 quarters since. 695 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Retirement Solution held 73,167 shares of Dimensional World ex US Core Equity 2 ETF worth $2.49M as of Q1 2026.
  • Retirement Solution sold 1,238 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $43.1K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.59% of Retirement Solution's portfolio in Q1 2026, its #11 holding.
  • Retirement Solution first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
  • 695 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.