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B&D White Capital Company’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

B&D White Capital Company’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 		$15.7M Sell
425,052
-324
-0.1% -$11.9K 1.56% 20
2026
Q1 		$14.5M Buy
425,376
+97,384
+30% +$3.39M 1.79% 15
2025
Q4 		$10.7M Buy
327,992
+1,820
+0.6% +$58.1K 1.24% 23
2025
Q3 		$10.2M Sell
326,172
-100
-0% -$3.04K 1.31% 21
2025
Q2 		$9.58M Buy
326,272
+15,432
+5% +$425K 1.46% 22
2025
Q1 		$8.14M Buy
+310,840
New +$8.07M 1.2% 22

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
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

B&D White Capital Company's DFAX Position: Q2 2026 in Review

B&D White Capital Company reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.08% in Q2 2026, selling an estimated $11.9K and leaving 425,052 shares worth $15.7M. The position accounts for 1.56% of the portfolio, ranked #20.

B&D White Capital Company first reported a position in DFAX in Q1 2025 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • B&D White Capital Company held 425,052 shares of Dimensional World ex US Core Equity 2 ETF worth $15.7M as of Q2 2026.
  • B&D White Capital Company sold 324 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $11.9K.
  • Dimensional World ex US Core Equity 2 ETF made up 1.56% of B&D White Capital Company's portfolio in Q2 2026, its #20 holding.
  • B&D White Capital Company first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.