CWM
DFAX icon

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

Copia 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 		$69.7K Hold
1,893
– – 0.04% 184
2026
Q1 		$64.3K Hold
1,893
– – 0.04% 178
2025
Q4 		$62K Hold
1,893
– – 0.04% 187
2025
Q3 		$59.4K Hold
1,893
– – 0.04% 177
2025
Q2 		$55.6K Buy
+1,893
New +$52.1K 0.05% 160

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

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

Copia Wealth Management held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 1,893 shares worth $69.7K. The position accounts for 0.04% of the portfolio, ranked #184.

Copia Wealth Management first reported a position in DFAX in Q2 2025 and has held it in 5 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Copia Wealth Management held 1,893 shares of Dimensional World ex US Core Equity 2 ETF worth $69.7K as of Q2 2026.
  • Copia Wealth Management left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 0.04% of Copia Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Copia Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.