Carlton Hofferkamp & Jenks Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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	$771K	Buy	21,095 +214	+1%	+$7.86K	0.25%	73
2026 Q1	$756K	Buy	20,881 +1,999	+11%	+$69.6K	0.25%	75
2025 Q4	$618K	Buy	18,882 +2,582	+16%	+$82.4K	0.21%	83
2025 Q3	$523K	Buy	16,300 +4,013	+33%	+$122K	0.18%	91
2025 Q2	$362K	Hold	12,287	–	–	0.13%	102
2025 Q1	$315K	Hold	12,287	–	–	0.13%	105
2024 Q4	$317K	Hold	12,287	–	–	0.12%	111
2024 Q3	$318K	Sell	12,287 -5,429	-31%	-$141K	0.12%	112
2024 Q2	$454K	Buy	+17,716	New	+$453K	0.18%	97

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

Carlton Hofferkamp & Jenks Wealth Management's DFAX Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1% in Q2 2026, buying an estimated $7.86K and bringing the position to 21,095 shares worth $771K. The position accounts for 0.25% of the portfolio, ranked #73.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in DFAX in Q2 2024 and has held it in 9 quarters since. 376 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Carlton Hofferkamp & Jenks Wealth Management held 21,095 shares of Dimensional World ex US Core Equity 2 ETF worth $771K as of Q2 2026.
Carlton Hofferkamp & Jenks Wealth Management bought 214 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $7.86K.
Dimensional World ex US Core Equity 2 ETF made up 0.25% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #73 holding.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
376 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.