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 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 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 $10.6B AUM 34.1% 1-Year Est. Return

B&D White Capital Company's DFAX Position: Q1 2026 in Review

B&D White Capital Company increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 30% in Q1 2026, buying an estimated $3.39M and bringing the position to 425,376 shares worth $14.5M. The position accounts for 1.79% of the portfolio, ranked #15.

B&D White Capital Company first reported a position in DFAX in Q1 2025 and has held it in 5 quarters since. 695 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

B&D White Capital Company held 425,376 shares of Dimensional World ex US Core Equity 2 ETF worth $14.5M as of Q1 2026.
B&D White Capital Company bought 97,384 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $3.39M.
Dimensional World ex US Core Equity 2 ETF made up 1.79% of B&D White Capital Company's portfolio in Q1 2026, its #15 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 5 quarters since.
695 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.