TI
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Truepoint Inc’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Truepoint Inc’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 		$12.7M Sell
372,834
-7,009
-2% -$244K 0.28% 27
2025
Q4 		$12.4M Buy
379,843
+9,533
+3% +$304K 0.28% 27
2025
Q3 		$11.6M Sell
370,310
-4,108
-1% -$125K 0.27% 27
2025
Q2 		$11M Sell
374,418
-12,172
-3% -$335K 0.27% 27
2025
Q1 		$10.1M Sell
386,590
-9,622
-2% -$250K 0.27% 26
2024
Q4 		$9.85M Buy
396,212
+16,757
+4% +$433K 0.26% 26
2024
Q3 		$10.2M Buy
379,455
+4,324
+1% +$112K 0.28% 26
2024
Q2 		$9.54M Buy
375,131
+18,380
+5% +$470K 0.27% 27
2024
Q1 		$9.08M Buy
356,751
+2,012
+0.6% +$49.2K 0.26% 27
2023
Q4 		$8.66M Sell
354,739
-13,839
-4% -$316K 0.25% 29
2023
Q3 		$8.3M Buy
368,578
+7,871
+2% +$184K 0.27% 30
2023
Q2 		$8.41M Sell
360,707
-1,009
-0.3% -$23.5K 0.28% 27
2023
Q1 		$8.34M Sell
361,716
-3,736
-1% -$85.4K 0.29% 26
2022
Q4 		$7.89M Sell
365,452
-1,436
-0.4% -$29.9K 0.29% 25
2022
Q3 		$6.93M Sell
366,888
-71,982
-16% -$1.53M 0.35% 26
2022
Q2 		$9.41M Buy
+438,870
New +$10.2M 0.49% 22

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 $377B 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 $24.7B 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

Truepoint Inc's DFAX Position: Q1 2026 in Review

Truepoint Inc reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.8% in Q1 2026, selling an estimated $244K and leaving 372,834 shares worth $12.7M. The position accounts for 0.28% of the portfolio, ranked #27.

Truepoint Inc first reported a position in DFAX in Q2 2022 and has held it in 16 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Truepoint Inc held 372,834 shares of Dimensional World ex US Core Equity 2 ETF worth $12.7M as of Q1 2026.
  • Truepoint Inc sold 7,009 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $244K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.28% of Truepoint Inc's portfolio in Q1 2026, its #27 holding.
  • Truepoint Inc first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2022 and has held it in 16 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.