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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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

BetterWealth's DFAX Position: Q2 2026 in Review

BetterWealth reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.75% in Q2 2026, selling an estimated $499K and leaving 1,808,735 shares worth $66.6M. The position accounts for 11.79% of the portfolio, ranked #2.

BetterWealth first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • BetterWealth held 1,808,735 shares of Dimensional World ex US Core Equity 2 ETF worth $66.6M as of Q2 2026.
  • BetterWealth sold 13,593 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $499K.
  • Dimensional World ex US Core Equity 2 ETF made up 11.79% of BetterWealth's portfolio in Q2 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 18 quarters since.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.