Simplicity Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Simplicity Wealth’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	$2.18M	Sell	64,171 -2,129	-3%	-$74.1K	0.12%	169
2025 Q4	$2.17M	Buy	66,300 +27,471	+71%	+$876K	0.13%	172
2025 Q3	$1.22M	Buy	+38,829	New	+$1.18M	0.07%	259
2025 Q2	–	Sell	-67,474	Closed	-$1.77M	–	604
2025 Q1	$1.77M	Buy	+67,474	New	+$1.75M	0.14%	168
2024 Q4	–	Sell	-9,995	Closed	-$270K	–	380
2024 Q3	$270K	Sell	9,995 -59,375	-86%	-$1.54M	0.03%	404
2024 Q2	$1.76M	Buy	69,370 +49,406	+247%	+$1.26M	0.04%	374
2024 Q1	$508K	Buy	+19,964	New	+$488K	0.01%	731

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 $8.89B AUM 25.87% 1-Year Est. Return

Simplicity Wealth's DFAX Position: Q1 2026 in Review

Simplicity Wealth reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.2% in Q1 2026, selling an estimated $74.1K and leaving 64,171 shares worth $2.18M. The position accounts for 0.12% of the portfolio, ranked #169.

Simplicity Wealth first reported a position in DFAX in Q1 2024 and has held it in 7 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Simplicity Wealth held 64,171 shares of Dimensional World ex US Core Equity 2 ETF worth $2.18M as of Q1 2026.
Simplicity Wealth sold 2,129 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $74.1K.
Dimensional World ex US Core Equity 2 ETF made up 0.12% of Simplicity Wealth's portfolio in Q1 2026, its #169 holding.
Simplicity Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and has held it in 7 quarters since.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.