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Syverson Strege & Co’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Syverson Strege & Co’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 		$544K Buy
16,003
+1,118
+8% +$38.9K 0.13% 74
2025
Q4 		$487K Hold
14,885
– – 0.12% 75
2025
Q3 		$467K Sell
14,885
-2
-0% -$61 0.11% 73
2025
Q2 		$437K Sell
14,887
-193
-1% -$5.31K 0.1% 79
2025
Q1 		$395K Hold
15,080
– – 0.13% 52
2024
Q4 		$375K Buy
15,080
+198
+1% +$5.12K 0.13% 53
2024
Q3 		$402K Sell
14,882
-1
-0% -$26 0.13% 44
2024
Q2 		$378K Buy
14,883
+202
+1% +$5.16K 0.13% 51
2024
Q1 		$373K Sell
14,681
-23
-0.2% -$563 0.13% 47
2023
Q4 		$359K Hold
14,704
– – 0.14% 48
2023
Q3 		$331K Sell
14,704
-3
-0% -$70 0.15% 45
2023
Q2 		$343K Sell
14,707
-60
-0.4% -$1.4K 0.15% 46
2023
Q1 		$341K Sell
14,767
-2
-0% -$46 0.15% 45
2022
Q4 		$319K Buy
14,769
+13,421
+996% +$279K 0.14% 46
2022
Q3 		$25K Sell
1,348
-1
-0.1% -$21 0.01% 154
2022
Q2 		$29K Buy
+1,349
New +$31.4K 0.01% 160
2022
Q1 		– Sell
-312,315
Closed -$8.15M – 307
2021
Q4 		$8.15M Buy
312,315
+52,812
+20% +$1.38M 6.04% 5
2021
Q3 		$6.72M Buy
+259,503
New +$6.87M 5.35% 5

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 $376B 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 $24.6B 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