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Samalin Investment Counsel’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Samalin Investment Counsel’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 		$302K Buy
8,894
+313
+4% +$10.9K 0.11% 240
2025
Q4 		$281K Buy
8,581
+259
+3% +$8.26K 0.1% 245
2025
Q3 		$261K Buy
8,322
+123
+2% +$3.73K 0.09% 272
2025
Q2 		$241K Sell
8,199
-83
-1% -$2.28K 0.09% 276
2025
Q1 		$217K Buy
+8,282
New +$215K 0.09% 285
2024
Q4 		– Sell
-7,640
Closed -$206K – 304
2024
Q3 		$206K Buy
+7,640
New +$198K 0.09% 261
2023
Q3 		– Sell
-9,736
Closed -$227K – 263
2023
Q2 		$227K Buy
9,736
+173
+2% +$4.03K 0.12% 226
2023
Q1 		$221K Buy
9,563
+213
+2% +$4.87K 0.13% 210
2022
Q4 		$202K Buy
+9,350
New +$194K 0.13% 224

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
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
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return