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

BCO 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	$2.91M	Buy	78,921 +3	+0%	+$110	1.59%	11
2026 Q1	$2.68M	Buy	78,918 +3	+0%	+$104	1.61%	11
2025 Q4	$2.58M	Sell	78,915 -1,779	-2%	-$56.8K	1.58%	11
2025 Q3	$2.53M	Buy	80,694 +51	+0.1%	+$1.55K	1.67%	11
2025 Q2	$2.37M	Sell	80,643 -250	-0.3%	-$6.88K	1.69%	11
2025 Q1	$2.12M	Buy	80,893 +727	+0.9%	+$18.9K	1.66%	11
2024 Q4	$1.99M	Buy	+80,166	New	+$2.07M	1.66%	10

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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

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

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

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

BCO Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0% in Q2 2026, buying an estimated $110 and bringing the position to 78,921 shares worth $2.91M. The position accounts for 1.59% of the portfolio, ranked #11.

BCO Wealth Management first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

BCO Wealth Management held 78,921 shares of Dimensional World ex US Core Equity 2 ETF worth $2.91M as of Q2 2026.
BCO Wealth Management bought 3 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $110.
Dimensional World ex US Core Equity 2 ETF made up 1.59% of BCO Wealth Management's portfolio in Q2 2026, its #11 holding.
BCO Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.