Savvy Advisors Inc’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Savvy Advisors Inc’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	$2.76M	Buy	81,229 +25,975	+47%	+$904K	0.07%	209
2025 Q4	$1.81M	Sell	55,254 -824	-1%	-$26.3K	0.06%	244
2025 Q3	$1.76M	Buy	56,078 +8,767	+19%	+$266K	0.08%	178
2025 Q2	$1.39M	Buy	47,311 +16,130	+52%	+$444K	0.09%	159
2025 Q1	$817K	Buy	+31,181	New	+$810K	0.08%	198

Other funds holding DFAX

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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 $10.6B AUM 34.1% 1-Year Est. Return

Savvy Advisors Inc's DFAX Position: Q1 2026 in Review

Savvy Advisors Inc increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 47% in Q1 2026, buying an estimated $904K and bringing the position to 81,229 shares worth $2.76M. The position accounts for 0.07% of the portfolio, ranked #209.

Savvy Advisors Inc first reported a position in DFAX in Q1 2025 and has held it in 5 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Savvy Advisors Inc held 81,229 shares of Dimensional World ex US Core Equity 2 ETF worth $2.76M as of Q1 2026.
Savvy Advisors Inc bought 25,975 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $904K.
Dimensional World ex US Core Equity 2 ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #209 holding.
Savvy Advisors Inc first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.