Blue Fin Capital’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Blue Fin Capital’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	$249K	Buy	+6,760	New	+$248K	0.04%	154

Other funds holding DFAX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

CCMI

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

Blue Fin Capital's DFAX Position: Q2 2026 in Review

Blue Fin Capital opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026: 6,760 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #154 among its holdings.

393 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Blue Fin Capital held 6,760 shares of Dimensional World ex US Core Equity 2 ETF worth $249K as of Q2 2026.
Dimensional World ex US Core Equity 2 ETF was a new Blue Fin Capital position in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.04% of Blue Fin Capital's portfolio in Q2 2026, its #154 holding.
393 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.