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 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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return