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C.M. Bidwell & Associates’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

C.M. Bidwell & Associates’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 		$3.11M Buy
91,435
+1,634
+2% +$56.9K 1.45% 20
2025
Q4 		$2.94M Buy
89,801
+596
+0.7% +$19K 1.39% 18
2025
Q3 		$2.8M Buy
89,205
+1,124
+1% +$34.1K 1.35% 19
2025
Q2 		$2.59M Buy
88,081
+670
+0.8% +$18.4K 1.34% 20
2025
Q1 		$2.29M Buy
87,411
+4,044
+5% +$105K 1.38% 19
2024
Q4 		$2.07M Buy
83,367
+1,110
+1% +$28.7K 1.26% 20
2024
Q3 		$2.22M Buy
82,257
+579
+0.7% +$15K 1.36% 18
2024
Q2 		$2.08M Sell
81,678
-8,187
-9% -$209K 1.39% 17
2024
Q1 		$2.29M Sell
89,865
-2,875
-3% -$70.3K 1.56% 16
2023
Q4 		$2.26M Buy
92,740
+2,377
+3% +$54.4K 1.68% 16
2023
Q3 		$2.03M Sell
90,363
-336
-0.4% -$7.86K 1.55% 16
2023
Q2 		$2.11M Buy
90,699
+1,286
+1% +$30K 1.55% 16
2023
Q1 		$2.06M Buy
89,413
+3,511
+4% +$80.2K 1.56% 15
2022
Q4 		$1.86M Buy
85,902
+4,884
+6% +$102K 1.46% 16
2022
Q3 		$1.53M Buy
81,018
+33,199
+69% +$705K 1.27% 18
2022
Q2 		$1.02M Buy
47,819
+26,390
+123% +$614K 0.81% 28
2022
Q1 		$535K Buy
21,429
+3,429
+19% +$86.8K 0.35% 44
2021
Q4 		$470K Buy
18,000
+2,070
+13% +$54.1K 0.29% 54
2021
Q3 		$412K Buy
+15,930
New +$422K 0.27% 58

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 $10.6B AUM 34.1% 1-Year Est. Return

C.M. Bidwell & Associates's DFAX Position: Q1 2026 in Review

C.M. Bidwell & Associates increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.8% in Q1 2026, buying an estimated $56.9K and bringing the position to 91,435 shares worth $3.11M. The position accounts for 1.45% of the portfolio, ranked #20.

C.M. Bidwell & Associates first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. 695 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • C.M. Bidwell & Associates held 91,435 shares of Dimensional World ex US Core Equity 2 ETF worth $3.11M as of Q1 2026.
  • C.M. Bidwell & Associates bought 1,634 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $56.9K.
  • Dimensional World ex US Core Equity 2 ETF made up 1.45% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #20 holding.
  • C.M. Bidwell & Associates first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • 695 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.