Capstone Wealth Management (Alabama)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Capstone Wealth Management (Alabama)’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	$8.62M	Sell	234,010 -365	-0.2%	-$13.4K	4%	7
2026 Q1	$7.96M	Sell	234,375 -1,386	-0.6%	-$48.2K	5.55%	7
2025 Q4	$7.72M	Sell	235,761 -5,130	-2%	-$164K	5.63%	7
2025 Q3	$7.56M	Sell	240,891 -2,627	-1%	-$79.8K	5.82%	7
2025 Q2	$7.15M	Sell	243,518 -3,224	-1%	-$88.7K	6.27%	7
2025 Q1	$6.46M	Buy	246,742 +1,783	+0.7%	+$46.3K	6.44%	7
2024 Q4	$6.09M	Buy	+244,959	New	+$6.34M	5.95%	7

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

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

NCM

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

Capstone Wealth Management (Alabama)'s DFAX Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.16% in Q2 2026, selling an estimated $13.4K and leaving 234,010 shares worth $8.62M. The position accounts for 4% of the portfolio, ranked #7.

Capstone Wealth Management (Alabama) first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 358 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Capstone Wealth Management (Alabama) held 234,010 shares of Dimensional World ex US Core Equity 2 ETF worth $8.62M as of Q2 2026.
Capstone Wealth Management (Alabama) sold 365 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $13.4K.
Dimensional World ex US Core Equity 2 ETF made up 4% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #7 holding.
Capstone Wealth Management (Alabama) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
358 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.