CX Institutional’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

CX Institutional’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	$68K	Buy	1,856 +226	+14%	+$8.3K	﹤0.01%	929
2026 Q1	$55K	Buy	1,630 +3	+0.2%	+$104	﹤0.01%	958
2025 Q4	$53K	Buy	1,627 +11	+0.7%	+$351	﹤0.01%	960
2025 Q3	$51K	Buy	1,616 +270	+20%	+$8.2K	﹤0.01%	930
2025 Q2	$40K	Hold	1,346	–	–	﹤0.01%	890
2025 Q1	$35K	Buy	+1,346	New	+$34.9K	﹤0.01%	887
2022 Q3	–	Sell	-1,346	Closed	-$29K	–	615
2022 Q2	$29K	Buy	+1,346	New	+$31.3K	﹤0.01%	773
2021 Q4	–	Sell	-1,346	Closed	-$35K	–	462
2021 Q3	$35K	Buy	+1,346	New	+$35.6K	﹤0.01%	649

Other funds holding DFAX

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

TWM

Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

CX Institutional's DFAX Position: Q2 2026 in Review

CX Institutional increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 14% in Q2 2026, buying an estimated $8.3K and bringing the position to 1,856 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

CX Institutional first reported a position in DFAX in Q3 2021 and has held it in 8 quarters since. 202 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

CX Institutional held 1,856 shares of Dimensional World ex US Core Equity 2 ETF worth $68K as of Q2 2026.
CX Institutional bought 226 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $8.3K.
Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #929 holding.
CX Institutional first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 8 quarters since.
202 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.