Brady Martz Wealth Solutions’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Brady Martz Wealth Solutions’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	$1.75M	Hold	47,614	–	–	0.27%	79
2026 Q1	$1.62M	Hold	47,614	–	–	0.28%	74
2025 Q4	$1.56M	Hold	47,614	–	–	0.27%	71
2025 Q3	$1.49M	Hold	47,614	–	–	0.27%	70
2025 Q2	$1.4M	Sell	47,614 -711	-1%	-$19.6K	0.27%	71
2025 Q1	$1.27M	Sell	48,325 -4	-0%	-$104	0.29%	71
2024 Q4	$1.19M	Buy	+48,329	New	+$1.25M	0.29%	76

Other funds holding DFAX

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

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

MCM

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

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

TWM

Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Brady Martz Wealth Solutions's DFAX Position: Q2 2026 in Review

Brady Martz Wealth Solutions held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 47,614 shares worth $1.75M. The position accounts for 0.27% of the portfolio, ranked #79.

Brady Martz Wealth Solutions first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Brady Martz Wealth Solutions held 47,614 shares of Dimensional World ex US Core Equity 2 ETF worth $1.75M as of Q2 2026.
Brady Martz Wealth Solutions left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.27% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #79 holding.
Brady Martz Wealth Solutions first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
234 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.