Atlas Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Atlas Wealth’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	$281K	Hold	7,619	–	–	0.04%	146
2026 Q1	$259K	Hold	7,619	–	–	0.08%	99
2025 Q4	$249K	Hold	7,619	–	–	0.08%	97
2025 Q3	$239K	Hold	7,619	–	–	0.08%	95
2025 Q2	$224K	Buy	+7,619	New	+$210K	0.08%	98
2024 Q4	–	Sell	-7,619	Closed	-$206K	–	100
2024 Q3	$206K	Buy	+7,619	New	+$198K	0.09%	77

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 22.9% 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 $1.11B AUM 11.16% 1-Year Est. Return

FMI

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

Atlas Wealth's DFAX Position: Q2 2026 in Review

Atlas Wealth held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 7,619 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #146.

Atlas Wealth first reported a position in DFAX in Q3 2024 and has held it in 6 quarters since. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Atlas Wealth held 7,619 shares of Dimensional World ex US Core Equity 2 ETF worth $281K as of Q2 2026.
Atlas Wealth left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.04% of Atlas Wealth's portfolio in Q2 2026, its #146 holding.
Atlas Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and has held it in 6 quarters since.
714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.