Cascade Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Cascade Wealth Advisors’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	$833K	Buy	22,003 +210	+1%	+$7.71K	0.33%	38
2026 Q1	$819K	Buy	21,793 +31	+0.1%	+$1.08K	0.36%	36
2025 Q4	$767K	Sell	21,762 -4,111	-16%	-$131K	0.35%	33
2025 Q3	$828K	Buy	25,873 +1,585	+7%	+$48.1K	0.41%	30
2025 Q2	$733K	Buy	+24,288	New	+$668K	0.41%	30

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B 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

Cascade Wealth Advisors's DFAX Position: Q2 2026 in Review

Cascade Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.96% in Q2 2026, buying an estimated $7.71K and bringing the position to 22,003 shares worth $833K. The position accounts for 0.33% of the portfolio, ranked #38.

Cascade Wealth Advisors first reported a position in DFAX in Q2 2025 and has held it in 5 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Cascade Wealth Advisors held 22,003 shares of Dimensional World ex US Core Equity 2 ETF worth $833K as of Q2 2026.
Cascade Wealth Advisors bought 210 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $7.71K.
Dimensional World ex US Core Equity 2 ETF made up 0.33% of Cascade Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Cascade Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.