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Baker Boyer National Bank’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Baker Boyer National Bank’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 		$71.8M Buy
1,949,537
+187,471
+11% +$6.89M 19.73% 2
2026
Q1 		$59.9M Buy
1,762,066
+42,356
+2% +$1.47M 17.98% 2
2025
Q4 		$56.3M Buy
1,719,710
+31,693
+2% +$1.01M 16.99% 3
2025
Q3 		$53M Sell
1,688,017
-487
-0% -$14.8K 17.6% 3
2025
Q2 		$49.6M Sell
1,688,504
-1,275
-0.1% -$35.1K 17.1% 3
2025
Q1 		$44.3M Buy
1,689,779
+16,801
+1% +$436K 16.33% 3
2024
Q4 		$41.6M Buy
1,672,978
+5,673
+0.3% +$147K 14.37% 3
2024
Q3 		$45M Buy
1,667,305
+439
+0% +$11.4K 15.11% 3
2024
Q2 		$42.4M Sell
1,666,866
-15,189
-0.9% -$388K 14.8% 3
2024
Q1 		$42.8M Buy
1,682,055
+73,836
+5% +$1.81M 14.73% 3
2023
Q4 		$39.3M Buy
1,608,219
+75,144
+5% +$1.72M 14.43% 3
2023
Q3 		$34.5M Sell
1,533,075
-35,747
-2% -$836K 14.04% 3
2023
Q2 		$36.6M Buy
1,568,822
+46,943
+3% +$1.09M 13.52% 3
2023
Q1 		$35.1M Sell
1,521,879
-53,345
-3% -$1.22M 13.52% 3
2022
Q4 		$34M Sell
1,575,224
-104,516
-6% -$2.17M 14.28% 3
2022
Q3 		$31.7M Sell
1,679,740
-48,179
-3% -$1.02M 14.08% 3
2022
Q2 		$37M Buy
1,727,919
+12,766
+0.7% +$297K 18.78% 2
2022
Q1 		$42.8M Sell
1,715,153
-1,194
-0.1% -$30.2K 20.59% 2
2021
Q4 		$44.8M Buy
+1,716,347
New +$44.8M 20.6% 2

Other funds holding DFAX

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
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
AssetMark Inc
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
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Baker Boyer National Bank's DFAX Position: Q2 2026 in Review

Baker Boyer National Bank increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 11% in Q2 2026, buying an estimated $6.89M and bringing the position to 1,949,537 shares worth $71.8M. The position accounts for 19.73% of the portfolio, ranked #2.

Baker Boyer National Bank first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 358 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Baker Boyer National Bank held 1,949,537 shares of Dimensional World ex US Core Equity 2 ETF worth $71.8M as of Q2 2026.
  • Baker Boyer National Bank bought 187,471 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $6.89M.
  • Dimensional World ex US Core Equity 2 ETF made up 19.73% of Baker Boyer National Bank's portfolio in Q2 2026, its #2 holding.
  • Baker Boyer National Bank first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 358 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.