Smartleaf Asset Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Smartleaf Asset 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	$5.05M	Buy	153,090 +12,292	+9%	+$428K	0.18%	98
2025 Q4	$4.63M	Buy	140,798 +138,858	+7,158%	+$4.43M	0.18%	104
2025 Q3	$60.6K	Buy	1,940 +144	+8%	+$4.37K	﹤0.01%	1303
2025 Q2	$52.5K	Sell	1,796 -2,441	-58%	-$67.2K	﹤0.01%	1145
2025 Q1	$112K	Hold	4,237	–	–	0.01%	786
2024 Q4	$105K	Buy	4,237 +3,854	+1,006%	+$99.7K	0.01%	820
2024 Q3	$10.4K	Hold	383	–	–	﹤0.01%	1733
2024 Q2	$9.71K	Sell	383 -28	-7%	-$716	﹤0.01%	1430
2024 Q1	$10.5K	Sell	411 -5,343	-93%	-$131K	﹤0.01%	1005
2023 Q4	$141K	Buy	+5,754	New	+$132K	0.04%	372

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

Smartleaf Asset Management's DFAX Position: Q1 2026 in Review

Smartleaf Asset Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 8.7% in Q1 2026, buying an estimated $428K and bringing the position to 153,090 shares worth $5.05M. The position accounts for 0.18% of the portfolio, ranked #98.

Smartleaf Asset Management first reported a position in DFAX in Q4 2023 and has held it in 10 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Smartleaf Asset Management held 153,090 shares of Dimensional World ex US Core Equity 2 ETF worth $5.05M as of Q1 2026.
Smartleaf Asset Management bought 12,292 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $428K.
Dimensional World ex US Core Equity 2 ETF made up 0.18% of Smartleaf Asset Management's portfolio in Q1 2026, its #98 holding.
Smartleaf Asset Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.