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DFAX icon

BetterWealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

BetterWealth’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 		$61.9M Buy
1,822,328
+1,675
+0.1% +$58.3K 12.14% 2
2025
Q4 		$59.6M Buy
1,820,653
+19,464
+1% +$621K 13.59% 2
2025
Q3 		$56.5M Sell
1,801,189
-29,022
-2% -$881K 13.46% 2
2025
Q2 		$53.8M Buy
1,830,211
+35,318
+2% +$972K 13.77% 2
2025
Q1 		$47M Buy
1,794,893
+40,175
+2% +$1.04M 13.2% 2
2024
Q4 		$43.6M Buy
1,754,718
+832,926
+90% +$21.5M 12.02% 3
2024
Q3 		$24.9M Buy
921,792
+4,292
+0.5% +$111K 7.36% 4
2024
Q2 		$23.3M Sell
917,500
-24,239
-3% -$619K 7.43% 4
2024
Q1 		$24M Buy
941,739
+14,010
+2% +$343K 7.8% 4
2023
Q4 		$22.7M Buy
927,729
+97,575
+12% +$2.23M 7.75% 3
2023
Q3 		$18.7M Sell
830,154
-1,853
-0.2% -$43.3K 7.53% 4
2023
Q2 		$19.4M Buy
832,007
+7,848
+1% +$183K 7.55% 4
2023
Q1 		$19M Sell
824,159
-4,499
-0.5% -$103K 7.69% 4
2022
Q4 		$17.9M Buy
828,658
+11,643
+1% +$242K 8.06% 4
2022
Q3 		$15.4M Buy
817,015
+8,455
+1% +$180K 7.94% 3
2022
Q2 		$17.3M Buy
+808,560
New +$18.8M 8.55% 3
2022
Q1 		– Sell
-775,203
Closed -$20.2M – 41
2021
Q4 		$20.2M Buy
+775,203
New +$20.2M 14.19% 3

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
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
GT
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 $8.89B AUM 25.87% 1-Year Est. Return

BetterWealth's DFAX Position: Q1 2026 in Review

BetterWealth increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.09% in Q1 2026, buying an estimated $58.3K and bringing the position to 1,822,328 shares worth $61.9M. The position accounts for 12.14% of the portfolio, ranked #2.

BetterWealth first reported a position in DFAX in Q4 2021 and has held it in 17 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • BetterWealth held 1,822,328 shares of Dimensional World ex US Core Equity 2 ETF worth $61.9M as of Q1 2026.
  • BetterWealth bought 1,675 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $58.3K.
  • Dimensional World ex US Core Equity 2 ETF made up 12.14% of BetterWealth's portfolio in Q1 2026, its #2 holding.
  • BetterWealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 17 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.