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Summit Wealth Group (Colorado)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.45M Sell
42,571
-720
-2% -$25.1K 0.15% 86
2025
Q4 		$1.42M Buy
+43,291
New +$1.38M 0.19% 76
2025
Q3 		– Sell
-47,150
Closed -$1.38M – 307
2025
Q2 		$1.38M Buy
+47,150
New +$1.3M 0.35% 69

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

Summit Wealth Group (Colorado)'s DFAX Position: Q1 2026 in Review

Summit Wealth Group (Colorado) reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.7% in Q1 2026, selling an estimated $25.1K and leaving 42,571 shares worth $1.45M. The position accounts for 0.15% of the portfolio, ranked #86.

Summit Wealth Group (Colorado) first reported a position in DFAX in Q2 2025 and has held it in 3 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Summit Wealth Group (Colorado) held 42,571 shares of Dimensional World ex US Core Equity 2 ETF worth $1.45M as of Q1 2026.
  • Summit Wealth Group (Colorado) sold 720 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $25.1K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.15% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #86 holding.
  • Summit Wealth Group (Colorado) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 3 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.