Chico Wealth RIA’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Chico Wealth RIA’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	$361K	Buy	9,791 +54	+0.6%	+$1.98K	0.19%	33
2026 Q1	$331K	Buy	9,737 +9	+0.1%	+$313	0.2%	32
2025 Q4	$318K	Buy	9,728 +352	+4%	+$11.2K	0.21%	28
2025 Q3	$294K	Buy	9,376 +324	+4%	+$9.84K	0.2%	28
2025 Q2	$266K	Hold	9,052	–	–	0.21%	26
2025 Q1	$237K	Hold	9,052	–	–	0.21%	24
2024 Q4	$225K	Buy	9,052 +793	+10%	+$20.5K	0.2%	25
2024 Q3	$223K	Buy	+8,259	New	+$214K	0.19%	28
2023 Q4	–	Sell	-10,210	Closed	-$230K	–	35
2023 Q3	$230K	Sell	10,210 -15,984	-61%	-$374K	0.28%	24
2023 Q2	$611K	Hold	26,194	–	–	0.73%	12
2023 Q1	$604K	Hold	26,194	–	–	0.78%	12
2022 Q4	$566K	Buy	26,194 +2,236	+9%	+$46.5K	0.63%	13
2022 Q3	$453K	Buy	+23,958	New	+$509K	0.53%	16

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

Chico Wealth RIA's DFAX Position: Q2 2026 in Review

Chico Wealth RIA increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.55% in Q2 2026, buying an estimated $1.98K and bringing the position to 9,791 shares worth $361K. The position accounts for 0.19% of the portfolio, ranked #33.

Chico Wealth RIA first reported a position in DFAX in Q3 2022 and has held it in 13 quarters since. The position peaked at $611K in Q2 2023. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Chico Wealth RIA held 9,791 shares of Dimensional World ex US Core Equity 2 ETF worth $361K as of Q2 2026.
Chico Wealth RIA bought 54 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $1.98K.
Dimensional World ex US Core Equity 2 ETF made up 0.19% of Chico Wealth RIA's portfolio in Q2 2026, its #33 holding.
Chico Wealth RIA first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2022 and has held it in 13 quarters since.
Chico Wealth RIA's Dimensional World ex US Core Equity 2 ETF position peaked at $611K in Q2 2023.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.