Stifel Financial
DFAX icon

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

Stifel Financial’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 		$3.91M Sell
114,981
-613
-0.5% -$21.3K ﹤0.01% 1507
2025
Q4 		$3.78M Buy
115,594
+90
+0.1% +$2.87K ﹤0.01% 1495
2025
Q3 		$3.62M Buy
115,504
+6,976
+6% +$212K ﹤0.01% 1484
2025
Q2 		$3.19M Sell
108,528
-2,709
-2% -$74.6K ﹤0.01% 1510
2025
Q1 		$2.91M Buy
111,237
+1
+0% +$26 ﹤0.01% 1498
2024
Q4 		$2.77M Buy
111,236
+23
+0% +$595 ﹤0.01% 1564
2024
Q3 		$3M Sell
111,213
-348
-0.3% -$9.03K ﹤0.01% 1519
2024
Q2 		$2.84M Sell
111,561
-1,894
-2% -$48.4K ﹤0.01% 1486
2024
Q1 		$2.89M Buy
113,455
+519
+0.5% +$12.7K ﹤0.01% 1476
2023
Q4 		$2.76M Sell
112,936
-177,235
-61% -$4.05M ﹤0.01% 1454
2023
Q3 		$6.53M Buy
290,171
+22
+0% +$515 0.01% 910
2023
Q2 		$6.76M Buy
290,149
+236,013
+436% +$5.5M 0.01% 894
2023
Q1 		$1.25M Sell
54,136
-677
-1% -$15.5K ﹤0.01% 1891
2022
Q4 		$1.18M Buy
54,813
+34,000
+163% +$707K ﹤0.01% 1874
2022
Q3 		$393K Hold
20,813
– – ﹤0.01% 2574
2022
Q2 		$446K Buy
20,813
+2,832
+16% +$65.9K ﹤0.01% 2529
2022
Q1 		$449K Buy
17,981
+2,150
+14% +$54.5K ﹤0.01% 2634
2021
Q4 		$413K Sell
15,831
-400
-2% -$10.4K ﹤0.01% 2710
2021
Q3 		$420K Buy
+16,231
New +$430K ﹤0.01% 2680

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 $377B 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 $24.7B 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 $10.6B AUM 34.1% 1-Year Est. Return

Stifel Financial's DFAX Position: Q1 2026 in Review

Stifel Financial reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.53% in Q1 2026, selling an estimated $21.3K and leaving 114,981 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Stifel Financial first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.76M in Q2 2023. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Stifel Financial held 114,981 shares of Dimensional World ex US Core Equity 2 ETF worth $3.91M as of Q1 2026.
  • Stifel Financial sold 613 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $21.3K.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1507 holding.
  • Stifel Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • Stifel Financial's Dimensional World ex US Core Equity 2 ETF position peaked at $6.76M in Q2 2023.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.