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 Q3	$352K	Sell	9,521 -2,972	-24%	-$111K	0.01%	286
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%	+$1.24K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.27B AUM 22.87% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Root Financial Partners's DFAX Position: Q3 2026 in Review

Root Financial Partners reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 24% in Q3 2026, selling an estimated $111K and leaving 9,521 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #286.

Root Financial Partners first reported a position in DFAX in Q1 2023 and has held it in 12 quarters since. The position peaked at $460K in Q2 2026. 498 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Root Financial Partners held 9,521 shares of Dimensional World ex US Core Equity 2 ETF worth $352K as of Q3 2026.
Root Financial Partners sold 2,972 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $111K.
Dimensional World ex US Core Equity 2 ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #286 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 12 quarters since.
Root Financial Partners's Dimensional World ex US Core Equity 2 ETF position peaked at $460K in Q2 2026.
498 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.