SFM
DFAX icon

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

Signet Financial Management’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 		$817K Sell
24,048
-43
-0.2% -$1.5K 0.09% 174
2025
Q4 		$788K Sell
24,091
-20
-0.1% -$638 0.09% 172
2025
Q3 		$757K Buy
24,111
+10
+0% +$304 0.09% 174
2025
Q2 		$708K Sell
24,101
-1,039
-4% -$28.6K 0.09% 172
2025
Q1 		$659K Sell
25,140
-2,264
-8% -$58.8K 0.09% 184
2024
Q4 		$681K Buy
27,404
+55
+0.2% +$1.42K 0.09% 173
2024
Q3 		$739K Buy
27,349
+159
+0.6% +$4.13K 0.09% 167
2024
Q2 		$691K Sell
27,190
-153
-0.6% -$3.91K 0.09% 168
2024
Q1 		$696K Buy
27,343
+1,310
+5% +$32K 0.1% 174
2023
Q4 		$636K Buy
26,033
+1,254
+5% +$28.7K 0.1% 174
2023
Q3 		$558K Buy
24,779
+257
+1% +$6.01K 0.09% 173
2023
Q2 		$572K Buy
24,522
+338
+1% +$7.87K 0.09% 183
2023
Q1 		$558K Buy
24,184
+2,729
+13% +$62.3K 0.09% 179
2022
Q4 		$463K Buy
21,455
+10,927
+104% +$227K 0.08% 192
2022
Q3 		$199K Buy
10,528
+285
+3% +$6.05K 0.04% 239
2022
Q2 		$220K Buy
10,243
+949
+10% +$22.1K 0.04% 232
2022
Q1 		$232K Buy
9,294
+1,560
+20% +$39.5K 0.04% 231
2021
Q4 		$202K Hold
7,734
– – 0.03% 250
2021
Q3 		$200K Buy
+7,734
New +$205K 0.03% 249

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