Safeguard Investment Advisory Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Safeguard Investment Advisory Group’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	$895K	Sell	26,357 -2,882	-10%	-$100K	0.25%	44
2025 Q4	$957K	Sell	29,239 -991	-3%	-$31.6K	0.24%	42
2025 Q3	$949K	Buy	30,230 +103	+0.3%	+$3.13K	0.24%	45
2025 Q2	$885K	Sell	30,127 -4,116	-12%	-$113K	0.22%	53
2025 Q1	$897K	Sell	34,243 -2,868	-8%	-$74.5K	0.24%	46
2024 Q4	$923K	Sell	37,111 -1,250	-3%	-$32.3K	0.25%	40
2024 Q3	$1.04M	Buy	38,361 +48	+0.1%	+$1.25K	0.3%	37
2024 Q2	$974K	Buy	38,313 +27	+0.1%	+$690	0.3%	37
2024 Q1	$974K	Sell	38,286 -3,438	-8%	-$84.1K	0.33%	35
2023 Q4	$1.02M	Sell	41,724 -1,452	-3%	-$33.2K	0.38%	32
2023 Q3	$972K	Sell	43,176 -6,944	-14%	-$162K	0.42%	32
2023 Q2	$1.17M	Sell	50,120 -4,261	-8%	-$99.2K	0.5%	32
2023 Q1	$1.25M	Sell	54,381 -11,409	-17%	-$261K	0.6%	28
2022 Q4	$1.42M	Sell	65,790 -6,712	-9%	-$140K	0.88%	25
2022 Q3	$1.37M	Sell	72,502 -4,220	-6%	-$89.6K	0.94%	25
2022 Q2	$1.91M	Buy	+76,722	New	+$1.79M	1.18%	23
2022 Q1	–	Sell	-77,697	Closed	-$2.03M	–	92
2021 Q4	$2.03M	Sell	77,697 -1,941	-2%	-$50.7K	1.18%	21
2021 Q3	$2.06M	Buy	+79,638	New	+$2.11M	1.33%	20

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