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

Strategent 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
Q2 		$988K Buy
26,808
+2,927
+12% +$108K 0.57% 22
2026
Q1 		$811K Buy
23,881
+5,674
+31% +$197K 0.55% 22
2025
Q4 		$596K Buy
18,207
+1,894
+12% +$60.4K 0.38% 23
2025
Q3 		$512K Buy
16,313
+874
+6% +$26.5K 0.37% 23
2025
Q2 		$453K Sell
15,439
-367
-2% -$10.1K 0.35% 23
2025
Q1 		$414K Buy
15,806
+2,766
+21% +$71.8K 0.37% 24
2024
Q4 		$324K Buy
+13,040
New +$337K 0.32% 25

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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

Strategent Financial's DFAX Position: Q2 2026 in Review

Strategent Financial increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 12% in Q2 2026, buying an estimated $108K and bringing the position to 26,808 shares worth $988K. The position accounts for 0.57% of the portfolio, ranked #22.

Strategent Financial first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Strategent Financial held 26,808 shares of Dimensional World ex US Core Equity 2 ETF worth $988K as of Q2 2026.
  • Strategent Financial bought 2,927 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $108K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.57% of Strategent Financial's portfolio in Q2 2026, its #22 holding.
  • Strategent Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Strategent Financial's 13F filing for Q2 2026, filed 3 Aug 2026.