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

Summit Wealth Group’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 		$4.44M Sell
130,648
-4,963
-4% -$173K 1.02% 25
2025
Q4 		$4.44M Sell
135,611
-1,988
-1% -$63.4K 1.04% 25
2025
Q3 		$4.32M Sell
137,599
-2,944
-2% -$89.4K 1.04% 25
2025
Q2 		$4.13M Sell
140,543
-2,073
-1% -$57K 1.06% 24
2025
Q1 		$3.74M Sell
142,616
-1,242
-0.9% -$32.2K 1.09% 23
2024
Q4 		$3.58M Sell
143,858
-2,283
-2% -$59.1K 1.04% 25
2024
Q3 		$3.95M Sell
146,141
-182
-0.1% -$4.72K 1.14% 24
2024
Q2 		$3.72M Buy
146,323
+152
+0.1% +$3.88K 1.12% 20
2024
Q1 		$3.72M Sell
146,171
-607
-0.4% -$14.8K 2.53% 11
2023
Q4 		$3.58M Sell
146,778
-2,200
-1% -$50.3K 2.8% 10
2023
Q3 		$3.35M Sell
148,978
-453
-0.3% -$10.6K 2.99% 9
2023
Q2 		$3.48M Sell
149,431
-3,369,832
-96% -$78.5M 1.41% 15
2023
Q1 		$153K Buy
3,519,263
+3,364,775
+2,178% +$76.9M 3.65% 5
2022
Q4 		$3.34M Buy
154,488
+100,843
+188% +$2.1M 3.52% 11
2022
Q3 		$1.01M Buy
53,645
+3,606
+7% +$76.6K 1.19% 14
2022
Q2 		$1.07M Buy
50,039
+541
+1% +$12.6K 1.27% 13
2022
Q1 		$1.24M Sell
49,498
-39,698
-45% -$1.01M 1.29% 12
2021
Q4 		$2.33M Buy
89,196
+32,037
+56% +$837K 2.65% 10
2021
Q3 		$1.48M Buy
+57,159
New +$1.51M 2.34% 10

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

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

Summit Wealth Group reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.7% in Q1 2026, selling an estimated $173K and leaving 130,648 shares worth $4.44M. The position accounts for 1.02% of the portfolio, ranked #25.

Summit Wealth Group first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.44M in Q4 2025. 695 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Summit Wealth Group held 130,648 shares of Dimensional World ex US Core Equity 2 ETF worth $4.44M as of Q1 2026.
  • Summit Wealth Group sold 4,963 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $173K.
  • Dimensional World ex US Core Equity 2 ETF made up 1.02% of Summit Wealth Group's portfolio in Q1 2026, its #25 holding.
  • Summit Wealth Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • Summit Wealth Group's Dimensional World ex US Core Equity 2 ETF position peaked at $4.44M in Q4 2025.
  • 695 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.