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 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 $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 $8.89B AUM 25.87% 1-Year Est. Return

Triune Financial Partners's DFAX Position: Q1 2026 in Review

Triune Financial Partners increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.26% in Q1 2026, buying an estimated $323K and bringing the position to 3,630,000 shares worth $123M. The position accounts for 29.32% of the portfolio, ranked #2.

Triune Financial Partners first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. The position peaked at $126M in Q4 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Triune Financial Partners held 3,630,000 shares of Dimensional World ex US Core Equity 2 ETF worth $123M as of Q1 2026.
Triune Financial Partners bought 9,286 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $323K.
Dimensional World ex US Core Equity 2 ETF made up 29.32% of Triune Financial Partners's portfolio in Q1 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 18 quarters since.
Triune Financial Partners's Dimensional World ex US Core Equity 2 ETF position peaked at $126M in Q4 2025.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.