Vantage Point Financial’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Vantage Point Financial’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	$6.74M	Sell	198,339 -12,831	-6%	-$447K	2.36%	7
2025 Q4	$6.91M	Sell	211,170 -1,192	-0.6%	-$38K	2.47%	6
2025 Q3	$6.66M	Buy	212,362 +1,868	+0.9%	+$56.7K	2.58%	6
2025 Q2	$6.18M	Sell	210,494 -1,029	-0.5%	-$28.3K	2.71%	6
2025 Q1	$5.54M	Sell	211,523 -1,519	-0.7%	-$39.4K	2.79%	6
2024 Q4	$5.3M	Buy	+213,042	New	+$5.51M	2.85%	8

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

Vantage Point Financial's DFAX Position: Q1 2026 in Review

Vantage Point Financial reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 6.1% in Q1 2026, selling an estimated $447K and leaving 198,339 shares worth $6.74M. The position accounts for 2.36% of the portfolio, ranked #7.

Vantage Point Financial first reported a position in DFAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.91M in Q4 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Vantage Point Financial held 198,339 shares of Dimensional World ex US Core Equity 2 ETF worth $6.74M as of Q1 2026.
Vantage Point Financial sold 12,831 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $447K.
Dimensional World ex US Core Equity 2 ETF made up 2.36% of Vantage Point Financial's portfolio in Q1 2026, its #7 holding.
Vantage Point Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
Vantage Point Financial's Dimensional World ex US Core Equity 2 ETF position peaked at $6.91M 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 Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.