B
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
Q3 		$67.5M Buy
1,823,321
+14,586
+0.8% +$545K 11.42% 3
2026
Q2 		$66.6M Sell
1,808,735
-13,593
-0.7% -$499K 11.79% 2
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

Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BetterWealth's DFAX Position: Q3 2026 in Review

BetterWealth increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.81% in Q3 2026, buying an estimated $545K and bringing the position to 1,823,321 shares worth $67.5M. The position accounts for 11.42% of the portfolio, ranked #3.

BetterWealth first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 145 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • BetterWealth held 1,823,321 shares of Dimensional World ex US Core Equity 2 ETF worth $67.5M as of Q3 2026.
  • BetterWealth bought 14,586 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $545K.
  • Dimensional World ex US Core Equity 2 ETF made up 11.42% of BetterWealth's portfolio in Q3 2026, its #3 holding.
  • BetterWealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 145 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.