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Capital Investment Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Capital Investment Management’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 		$548K Sell
14,870
-1,012
-6% -$37.2K 0.17% 76
2026
Q1 		$540K Sell
15,882
-2,017
-11% -$70.2K 0.19% 76
2025
Q4 		$586K Buy
+17,899
New +$571K 0.2% 72

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
PL
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
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
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

Capital Investment Management's DFAX Position: Q2 2026 in Review

Capital Investment Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 6.4% in Q2 2026, selling an estimated $37.2K and leaving 14,870 shares worth $548K. The position accounts for 0.17% of the portfolio, ranked #76.

Capital Investment Management first reported a position in DFAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $586K in Q4 2025. 255 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Capital Investment Management held 14,870 shares of Dimensional World ex US Core Equity 2 ETF worth $548K as of Q2 2026.
  • Capital Investment Management sold 1,012 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $37.2K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.17% of Capital Investment Management's portfolio in Q2 2026, its #76 holding.
  • Capital Investment Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Management's Dimensional World ex US Core Equity 2 ETF position peaked at $586K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.