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

Baker Tilly 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 Q3	$1.19M	Sell	32,050 -782	-2%	-$29.2K	0.23%	74
2026 Q2	$1.21M	Sell	32,832 -412	-1%	-$15.1K	0.26%	70
2026 Q1	$1.13M	Buy	33,244 +40	+0.1%	+$1.39K	0.27%	68
2025 Q4	$1.09M	Sell	33,204 -31,179	-48%	-$995K	0.27%	71
2025 Q3	$2.02M	Buy	+64,383	New	+$1.96M	0.46%	47
2025 Q1	–	Sell	-16,299	Closed	-$405K	–	243
2024 Q4	$405K	Buy	+16,299	New	+$422K	0.16%	145

Other funds holding DFAX

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Baker Tilly Wealth Management's DFAX Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.4% in Q3 2026, selling an estimated $29.2K and leaving 32,050 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #74.

Baker Tilly Wealth Management first reported a position in DFAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.02M in Q3 2025. 30 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Baker Tilly Wealth Management held 32,050 shares of Dimensional World ex US Core Equity 2 ETF worth $1.19M as of Q3 2026.
Baker Tilly Wealth Management sold 782 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $29.2K.
Dimensional World ex US Core Equity 2 ETF made up 0.23% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #74 holding.
Baker Tilly Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
Baker Tilly Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $2.02M in Q3 2025.
30 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.