Tranquilli Financial Advisor’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Tranquilli Financial Advisor’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	$9.66M	Buy	284,431 +12,192	+4%	+$424K	5.64%	2
2025 Q4	$8.91M	Buy	272,239 +3,460	+1%	+$110K	5.17%	2
2025 Q3	$8.43M	Buy	268,779 +20,698	+8%	+$629K	4.98%	2
2025 Q2	$7.29M	Buy	248,081 +20,342	+9%	+$560K	4.51%	2
2025 Q1	$5.97M	Buy	227,739 +13,470	+6%	+$350K	3.78%	3
2024 Q4	$5.33M	Buy	214,269 +2,400	+1%	+$62.1K	3.37%	6
2024 Q3	$5.72M	Sell	211,869 -1,035	-0.5%	-$26.9K	3.59%	3
2024 Q2	$5.42M	Buy	212,904 +4,780	+2%	+$122K	3.63%	4
2024 Q1	$5.29M	Buy	208,124 +16,404	+9%	+$401K	3.53%	3
2023 Q4	$4.68M	Buy	191,720 +944	+0.5%	+$21.6K	3.31%	5
2023 Q3	$4.3M	Buy	190,776 +31,128	+19%	+$728K	3.1%	12
2023 Q2	$3.72M	Buy	159,648 +13,759	+9%	+$320K	2.63%	5
2023 Q1	$3.36M	Buy	145,889 +22,592	+18%	+$516K	2.52%	5
2022 Q4	$2.66M	Buy	123,297 +57,437	+87%	+$1.19M	2.02%	5
2022 Q3	$1.24M	Buy	65,860 +36,815	+127%	+$782K	0.99%	8
2022 Q2	$623K	Buy	29,045 +14,935	+106%	+$348K	0.48%	24
2022 Q1	$352K	Buy	+14,110	New	+$357K	0.25%	58

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

Tranquilli Financial Advisor's DFAX Position: Q1 2026 in Review

Tranquilli Financial Advisor increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.5% in Q1 2026, buying an estimated $424K and bringing the position to 284,431 shares worth $9.66M. The position accounts for 5.64% of the portfolio, ranked #2.

Tranquilli Financial Advisor first reported a position in DFAX in Q1 2022 and has held it in 17 quarters since. 695 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Tranquilli Financial Advisor held 284,431 shares of Dimensional World ex US Core Equity 2 ETF worth $9.66M as of Q1 2026.
Tranquilli Financial Advisor bought 12,192 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $424K.
Dimensional World ex US Core Equity 2 ETF made up 5.64% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #2 holding.
Tranquilli Financial Advisor first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2022 and has held it in 17 quarters since.
695 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.