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DFAX icon

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

Rossby Financial’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 		$327K Sell
8,872
-1,819
-17% -$66.8K 0.06% 285
2026
Q1 		$368K Buy
10,691
+8,868
+486% +$309K 0.08% 237
2025
Q4 		$59.7K Hold
1,823
– – 0.02% 516
2025
Q3 		$57.5K Hold
1,823
– – 0.02% 513
2025
Q2 		$53.5K Hold
1,823
– – 0.02% 486
2025
Q1 		$48.7K Buy
+1,823
New +$47.3K 0.02% 488

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

Rossby Financial's DFAX Position: Q2 2026 in Review

Rossby Financial reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 17% in Q2 2026, selling an estimated $66.8K and leaving 8,872 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #285.

Rossby Financial first reported a position in DFAX in Q1 2025 and has held it in 6 quarters since. The position peaked at $368K in Q1 2026. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Rossby Financial held 8,872 shares of Dimensional World ex US Core Equity 2 ETF worth $327K as of Q2 2026.
  • Rossby Financial sold 1,819 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $66.8K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.06% of Rossby Financial's portfolio in Q2 2026, its #285 holding.
  • Rossby Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Dimensional World ex US Core Equity 2 ETF position peaked at $368K in Q1 2026.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.