Woodward Financial Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Woodward Financial Advisors’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	–	Sell	-6,537	Closed	-$214K	–	61
2025 Q4	$214K	Buy	6,537 +2	+0%	+$64	0.08%	57
2025 Q3	$205K	Sell	6,535 -2,424	-27%	-$73.6K	0.08%	58
2025 Q2	$263K	Buy	8,959 +50	+0.6%	+$1.38K	0.11%	53
2025 Q1	$233K	Buy	+8,909	New	+$231K	0.11%	52
2024 Q4	–	Sell	-9,062	Closed	-$245K	–	57
2024 Q3	$245K	Buy	9,062 +62	+0.7%	+$1.61K	0.12%	51
2024 Q2	$229K	Buy	9,000 +104	+1%	+$2.66K	0.13%	48
2024 Q1	$226K	Buy	8,896 +10	+0.1%	+$245	0.14%	51
2023 Q4	$217K	Buy	+8,886	New	+$203K	0.14%	48
2023 Q3	–	Sell	-9,093	Closed	-$212K	–	46
2023 Q2	$212K	Buy	9,093 +118	+1%	+$2.75K	0.16%	47
2023 Q1	$207K	Buy	+8,975	New	+$205K	0.17%	44
2022 Q3	–	Sell	-9,942	Closed	-$213K	–	46
2022 Q2	$213K	Sell	9,942 -1,951	-16%	-$45.4K	0.2%	43
2022 Q1	$297K	Sell	11,893 -2,821	-19%	-$71.4K	0.3%	30
2021 Q4	$384K	Buy	+14,714	New	+$384K	0.39%	26

Other funds holding DFAX

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

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

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

GWA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.11B AUM 11.16% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Woodward Financial Advisors's DFAX Position: Q1 2026 in Review

Woodward Financial Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2026, closing a stake of 6,537 shares — an estimated $214K sold.

Woodward Financial Advisors first reported a position in DFAX in Q4 2021 and held it in 13 quarters. The position peaked at $384K in Q4 2021. 700 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Woodward Financial Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
Woodward Financial Advisors sold 6,537 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $214K.
Woodward Financial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and held it in 13 quarters.
Woodward Financial Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $384K in Q4 2021.
700 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Woodward Financial Advisors's 13F filing for Q1 2026, filed 1 Oct 2026.