Triune Financial Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Triune Financial 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	$136M	Buy	3,692,741 +62,741	+2%	+$2.31M	28.41%	2
2026 Q1	$123M	Buy	3,630,000 +9,286	+0.3%	+$323K	29.32%	2
2025 Q4	$126M	Sell	3,620,714 -60,112	-2%	-$1.92M	29.37%	2
2025 Q3	$116M	Buy	3,680,826 +49,674	+1%	+$1.51M	29.1%	2
2025 Q2	$107M	Sell	3,631,152 -68,285	-2%	-$1.88M	29.35%	2
2025 Q1	$96.9M	Buy	3,699,437 +8,252	+0.2%	+$214K	30.78%	2
2024 Q4	$91.8M	Buy	3,691,185 +188,612	+5%	+$4.88M	28.89%	2
2024 Q3	$94.6M	Buy	3,502,573 +151,248	+5%	+$3.92M	29.7%	2
2024 Q2	$85.2M	Buy	3,351,325 +139,157	+4%	+$3.56M	29.18%	2
2024 Q1	$81.7M	Buy	3,212,168 +27,307	+0.9%	+$668K	28.36%	2
2023 Q4	$77.8M	Buy	3,184,861 +72,361	+2%	+$1.65M	28.87%	2
2023 Q3	$70.1M	Buy	3,112,500 +109,374	+4%	+$2.56M	28.89%	2
2023 Q2	$70M	Buy	3,003,126 +140,919	+5%	+$3.28M	28.56%	2
2023 Q1	$66M	Buy	2,862,207 +129,607	+5%	+$2.96M	29.22%	2
2022 Q4	$59M	Buy	2,732,600 +106,111	+4%	+$2.21M	27.85%	2
2022 Q3	$49.6M	Buy	2,626,489 +150,034	+6%	+$3.19M	27.87%	2
2022 Q2	$53.1M	Buy	2,476,455 +106,994	+5%	+$2.49M	28.38%	2
2022 Q1	$59.1M	Buy	2,369,461 +37,611	+2%	+$953K	31.36%	2
2021 Q4	$60.9M	Buy	+2,331,850	New	+$60.9M	31.1%	2

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

Triune Financial Partners's DFAX Position: Q2 2026 in Review

Triune Financial Partners increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.7% in Q2 2026, buying an estimated $2.31M and bringing the position to 3,692,741 shares worth $136M. The position accounts for 28.41% of the portfolio, ranked #2.

Triune Financial Partners first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Triune Financial Partners held 3,692,741 shares of Dimensional World ex US Core Equity 2 ETF worth $136M as of Q2 2026.
Triune Financial Partners bought 62,741 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $2.31M.
Dimensional World ex US Core Equity 2 ETF made up 28.41% of Triune Financial Partners's portfolio in Q2 2026, its #2 holding.
Triune Financial Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.