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

David 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
2025
Q2 		$20.9M Buy
712,319
+28,144
+4% +$775K 15.57% 2
2025
Q1 		$17.9M Buy
684,175
+6,819
+1% +$177K 15% 2
2024
Q4 		$16.8M Buy
+677,356
New +$17.5M 13.91% 2

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 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
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

David Wealth Management's DFAX Position: Q2 2025 in Review

David Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.1% in Q2 2025, buying an estimated $775K and bringing the position to 712,319 shares worth $20.9M. The position accounts for 15.57% of the portfolio, ranked #2.

David Wealth Management first reported a position in DFAX in Q4 2024 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold DFAX as of Q2 2025.

  • David Wealth Management held 712,319 shares of Dimensional World ex US Core Equity 2 ETF worth $20.9M as of Q2 2025.
  • David Wealth Management bought 28,144 Dimensional World ex US Core Equity 2 ETF shares in Q2 2025, an estimated $775K.
  • Dimensional World ex US Core Equity 2 ETF made up 15.57% of David Wealth Management's portfolio in Q2 2025, its #2 holding.
  • David Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.