Triad Wealth Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Triad Wealth Partners’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 Q2	$1.84M	Buy	50,180 +2,852	+6%	+$105K	0.11%	128
2026 Q1	$1.61M	Buy	47,328 +47	+0.1%	+$1.64K	0.13%	120
2025 Q4	$1.55M	Buy	47,281 +196	+0.4%	+$6.25K	0.15%	102
2025 Q3	$1.48M	Buy	47,085 +162	+0.3%	+$4.92K	0.19%	84
2025 Q2	$1.38M	Buy	+46,923	New	+$1.29M	0.28%	64

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B 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

Triad Wealth Partners's DFAX Position: Q2 2026 in Review

Triad Wealth Partners increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 6% in Q2 2026, buying an estimated $105K and bringing the position to 50,180 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #128.

Triad Wealth Partners first reported a position in DFAX in Q2 2025 and has held it in 5 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Triad Wealth Partners held 50,180 shares of Dimensional World ex US Core Equity 2 ETF worth $1.84M as of Q2 2026.
Triad Wealth Partners bought 2,852 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $105K.
Dimensional World ex US Core Equity 2 ETF made up 0.11% of Triad Wealth Partners's portfolio in Q2 2026, its #128 holding.
Triad Wealth Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.