Sensible Money’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Sensible Money’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	$24.9M	Sell	733,377 -34,773	-5%	-$1.21M	7.58%	6
2025 Q4	$25.1M	Sell	768,150 -35,996	-4%	-$1.15M	8.03%	3
2025 Q3	$25.2M	Sell	804,146 -20,509	-2%	-$623K	8.58%	3
2025 Q2	$24.2M	Sell	824,655 -10,977	-1%	-$302K	9.18%	3
2025 Q1	$21.9M	Sell	835,632 -31,001	-4%	-$805K	9.38%	3
2024 Q4	$21.5M	Sell	866,633 -14,560	-2%	-$377K	9.45%	3
2024 Q3	$23.8M	Sell	881,193 -9,033	-1%	-$234K	10.4%	3
2024 Q2	$22.6M	Sell	890,226 -33,343	-4%	-$852K	11.04%	3
2024 Q1	$23.5M	Buy	923,569 +66,640	+8%	+$1.63M	12.63%	3
2023 Q4	$20.9M	Buy	856,929 +69,196	+9%	+$1.58M	12.57%	3
2023 Q3	$17.7M	Buy	787,733 +92,383	+13%	+$2.16M	12.51%	3
2023 Q2	$16.2M	Buy	695,350 +133,451	+24%	+$3.11M	11.79%	3
2023 Q1	$13M	Buy	561,899 +163,456	+41%	+$3.73M	11.19%	3
2022 Q4	$8.61M	Buy	+398,443	New	+$8.28M	9.2%	3

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

Sensible Money's DFAX Position: Q1 2026 in Review

Sensible Money reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.5% in Q1 2026, selling an estimated $1.21M and leaving 733,377 shares worth $24.9M. The position accounts for 7.58% of the portfolio, ranked #6.

Sensible Money first reported a position in DFAX in Q4 2022 and has held it in 14 quarters since. The position peaked at $25.2M in Q3 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Sensible Money held 733,377 shares of Dimensional World ex US Core Equity 2 ETF worth $24.9M as of Q1 2026.
Sensible Money sold 34,773 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $1.21M.
Dimensional World ex US Core Equity 2 ETF made up 7.58% of Sensible Money's portfolio in Q1 2026, its #6 holding.
Sensible Money first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
Sensible Money's Dimensional World ex US Core Equity 2 ETF position peaked at $25.2M in Q3 2025.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.