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

Axxcess Wealth Management’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	$4.14M	Buy	+112,302	New	+$4.13M	0.07%	259
2026 Q1	–	Sell	-117,039	Closed	-$3.83M	–	529
2025 Q4	$3.83M	Buy	117,039 +57,911	+98%	+$1.85M	0.07%	253
2025 Q3	$1.86M	Sell	59,128 -26,150	-31%	-$794K	0.04%	332
2025 Q2	$2.5M	Sell	85,278 -10,545	-11%	-$290K	0.06%	251
2025 Q1	$2.51M	Buy	+95,823	New	+$2.49M	0.07%	230

Other funds holding DFAX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Axxcess Wealth Management's DFAX Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026: 112,302 shares worth $4.14M. The stake represents 0.07% of the portfolio and ranks #259 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DFAX as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DFAX in Q1 2025 and has held it in 5 quarters since. 448 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Axxcess Wealth Management held 112,302 shares of Dimensional World ex US Core Equity 2 ETF worth $4.14M as of Q2 2026.
Dimensional World ex US Core Equity 2 ETF was a new Axxcess Wealth Management position in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.07% of Axxcess Wealth Management's portfolio in Q2 2026, its #259 holding.
Axxcess Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
448 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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