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

Stewardship Advisors’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 Q3	$711K	Buy	19,210 +555	+3%	+$20.7K	0.15%	74
2026 Q2	$687K	Buy	18,655 +3	+0%	+$110	0.14%	74
2026 Q1	$634K	Sell	18,652 -323	-2%	-$11.2K	0.15%	73
2025 Q4	$621K	Sell	18,975 -614	-3%	-$19.6K	0.14%	75
2025 Q3	$615K	Sell	19,589 -2,110	-10%	-$64.1K	0.15%	67
2025 Q2	$637K	Sell	21,699 -103	-0.5%	-$2.84K	0.16%	61
2025 Q1	$571K	Buy	21,802 +2,387	+12%	+$62K	0.15%	64
2024 Q4	$483K	Buy	19,415 +2,769	+17%	+$71.6K	0.13%	81
2024 Q3	$450K	Buy	+16,646	New	+$432K	0.13%	78

Other funds holding DFAX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.27B AUM 22.87% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Stewardship Advisors's DFAX Position: Q3 2026 in Review

Stewardship Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3% in Q3 2026, buying an estimated $20.7K and bringing the position to 19,210 shares worth $711K. The position accounts for 0.15% of the portfolio, ranked #74.

Stewardship Advisors first reported a position in DFAX in Q3 2024 and has held it in 9 quarters since. 483 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Stewardship Advisors held 19,210 shares of Dimensional World ex US Core Equity 2 ETF worth $711K as of Q3 2026.
Stewardship Advisors bought 555 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $20.7K.
Dimensional World ex US Core Equity 2 ETF made up 0.15% of Stewardship Advisors's portfolio in Q3 2026, its #74 holding.
Stewardship Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and has held it in 9 quarters since.
483 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.