Root Financial Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Root Financial Partners’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 Q2	$460K	Hold	12,493	–	–	0.02%	205
2026 Q1	$424K	Sell	12,493 -69	-0.5%	-$2.4K	0.02%	194
2025 Q4	$411K	Buy	12,562 +4	+0%	+$128	0.02%	189
2025 Q3	$394K	Buy	12,558 +41	+0.3%	+$1.25K	0.02%	175
2025 Q2	$368K	Buy	12,517 +87	+0.7%	+$2.39K	0.04%	160
2025 Q1	$326K	Buy	12,430 +18	+0.1%	+$467	0.03%	146
2024 Q4	$309K	Buy	+12,412	New	+$321K	0.04%	153
2024 Q1	–	Sell	-11,948	Closed	-$292K	–	99
2023 Q4	$292K	Buy	11,948 +2,540	+27%	+$58.1K	0.11%	64
2023 Q3	$212K	Buy	9,408 +88	+0.9%	+$2.06K	0.11%	64
2023 Q2	$217K	Buy	9,320 +121	+1%	+$2.82K	0.13%	60
2023 Q1	$212K	Buy	+9,199	New	+$210K	0.15%	61

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Root Financial Partners's DFAX Position: Q2 2026 in Review

Root Financial Partners held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 12,493 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #205.

Root Financial Partners first reported a position in DFAX in Q1 2023 and has held it in 11 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Root Financial Partners held 12,493 shares of Dimensional World ex US Core Equity 2 ETF worth $460K as of Q2 2026.
Root Financial Partners left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #205 holding.
Root Financial Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2023 and has held it in 11 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.