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DFAX icon

TFB Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

TFB Advisors’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 		– Sell
-17,976
Closed -$588K – 218
2025
Q4 		$588K Buy
17,976
+5
+0% +$160 0.16% 140
2025
Q3 		$560K Sell
17,971
-2,233
-11% -$67.8K 0.16% 146
2025
Q2 		$593K Sell
20,204
-1,502
-7% -$41.3K 0.16% 151
2025
Q1 		$569K Sell
21,706
-3,278
-13% -$85.1K 0.16% 147
2024
Q4 		$621K Buy
24,984
+1,616
+7% +$41.8K 0.18% 126
2024
Q3 		$631K Sell
23,368
-278
-1% -$7.21K 0.19% 120
2024
Q2 		$601K Sell
23,646
-5,185
-18% -$133K 0.2% 114
2024
Q1 		$720K Buy
28,831
+3,792
+15% +$92.8K 0.26% 88
2023
Q4 		$611K Sell
25,039
-8,988
-26% -$206K 0.31% 73
2023
Q3 		$766K Buy
34,027
+2,165
+7% +$50.6K 0.93% 30
2023
Q2 		$743K Buy
31,862
+163
+0.5% +$3.8K 0.32% 73
2023
Q1 		$731K Sell
31,699
-7,654
-19% -$175K 0.56% 38
2022
Q4 		$850K Buy
+39,353
New +$818K 0.71% 34

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