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Cherrydale Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Cherrydale 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 		$25.9M Buy
704,170
+22,234
+3% +$817K 6.79% 4
2026
Q1 		$23.2M Sell
681,936
-2,115
-0.3% -$73.6K 7.16% 4
2025
Q4 		$22.4M Buy
684,051
+36,280
+6% +$1.16M 6.8% 4
2025
Q3 		$20.3M Buy
647,771
+27,631
+4% +$839K 6.39% 4
2025
Q2 		$18.2M Buy
620,140
+38,884
+7% +$1.07M 6.34% 4
2025
Q1 		$15.2M Buy
581,256
+14,689
+3% +$381K 6.02% 5
2024
Q4 		$14.1M Sell
566,567
-55,924
-9% -$1.45M 5.45% 5
2024
Q3 		$16.8M Buy
622,491
+2,662
+0.4% +$69.1K 6.87% 5
2024
Q2 		$15.8M Buy
619,829
+39,347
+7% +$1.01M 6.91% 5
2024
Q1 		$14.8M Buy
580,482
+33,103
+6% +$810K 6.91% 5
2023
Q4 		$13.4M Buy
547,379
+22,013
+4% +$503K 6.98% 5
2023
Q3 		$11.8M Buy
525,366
+111,526
+27% +$2.61M 7.04% 5
2023
Q2 		$9.65M Buy
413,840
+2,662
+0.6% +$62K 6.74% 5
2023
Q1 		$9.48M Buy
411,178
+9,403
+2% +$215K 7.18% 6
2022
Q4 		$8.68M Sell
401,775
-794
-0.2% -$16.5K 7.18% 6
2022
Q3 		$7.6M Sell
402,569
-54,927
-12% -$1.17M 7.02% 5
2022
Q2 		$9.81M Sell
457,496
-39,571
-8% -$921K 8.99% 4
2022
Q1 		$12.4M Buy
497,067
+35,617
+8% +$902K 9.1% 5
2021
Q4 		$12M Buy
+461,450
New +$12.1M 9.04% 5

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

Cherrydale Wealth Management's DFAX Position: Q2 2026 in Review

Cherrydale Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.3% in Q2 2026, buying an estimated $817K and bringing the position to 704,170 shares worth $25.9M. The position accounts for 6.79% of the portfolio, ranked #4.

Cherrydale Wealth Management first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 707 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Cherrydale Wealth Management held 704,170 shares of Dimensional World ex US Core Equity 2 ETF worth $25.9M as of Q2 2026.
  • Cherrydale Wealth Management bought 22,234 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $817K.
  • Dimensional World ex US Core Equity 2 ETF made up 6.79% of Cherrydale Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Cherrydale Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 707 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.