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Curi RMB Capital’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Curi RMB Capital’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 		$408K Hold
11,085
– – 0.01% 661
2026
Q1 		$377K Sell
11,085
-4,200
-27% -$146K 0.01% 675
2025
Q4 		$500K Hold
15,285
– – 0.01% 610
2025
Q3 		$480K Hold
15,285
– – 0.01% 521
2025
Q2 		$449K Buy
+15,285
New +$421K 0.01% 530

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

Curi RMB Capital's DFAX Position: Q2 2026 in Review

Curi RMB Capital held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 11,085 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #661.

Curi RMB Capital first reported a position in DFAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $500K in Q4 2025. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Curi RMB Capital held 11,085 shares of Dimensional World ex US Core Equity 2 ETF worth $408K as of Q2 2026.
  • Curi RMB Capital 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 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #661 holding.
  • Curi RMB Capital first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • Curi RMB Capital's Dimensional World ex US Core Equity 2 ETF position peaked at $500K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.