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 Q3	$64K	Sell	1,727 -129	-7%	-$4.82K	﹤0.01%	969
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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

CX Institutional's DFAX Position: Q3 2026 in Review

CX Institutional reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 7% in Q3 2026, selling an estimated $4.82K and leaving 1,727 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

CX Institutional first reported a position in DFAX in Q3 2021 and has held it in 9 quarters since. The position peaked at $68K in Q2 2026. 234 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

CX Institutional held 1,727 shares of Dimensional World ex US Core Equity 2 ETF worth $64K as of Q3 2026.
CX Institutional sold 129 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $4.82K.
Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #969 holding.
CX Institutional first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 9 quarters since.
CX Institutional's Dimensional World ex US Core Equity 2 ETF position peaked at $68K in Q2 2026.
234 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.