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

SwitchPoint Financial Planning’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	$4.01M	Hold	117,940	–	–	2.72%	7
2025 Q4	$3.86M	Hold	117,940	–	–	2.7%	7
2025 Q3	$3.7M	Hold	117,940	–	–	2.68%	7
2025 Q2	$3.46M	Hold	117,940	–	–	2.84%	7
2025 Q1	$3.09M	Hold	117,940	–	–	2.93%	7
2024 Q4	$2.93M	Buy	+117,940	New	+$3.05M	2.81%	8

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

SwitchPoint Financial Planning's DFAX Position: Q1 2026 in Review

SwitchPoint Financial Planning held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q1 2026 at 117,940 shares worth $4.01M. The position accounts for 2.72% of the portfolio, ranked #7.

SwitchPoint Financial Planning first reported a position in DFAX in Q4 2024 and has held it in 6 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

SwitchPoint Financial Planning held 117,940 shares of Dimensional World ex US Core Equity 2 ETF worth $4.01M as of Q1 2026.
SwitchPoint Financial Planning left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional World ex US Core Equity 2 ETF made up 2.72% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #7 holding.
SwitchPoint Financial Planning first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.