DiNuzzo Private Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

DiNuzzo Private Wealth’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	$6.38M	Sell	172,439 -6,834	-4%	-$255K	0.63%	24
2026 Q2	$6.6M	Sell	179,273 -5,202	-3%	-$191K	0.65%	24
2026 Q1	$6.27M	Sell	184,475 -4,560	-2%	-$159K	0.68%	24
2025 Q4	$6.19M	Sell	189,035 -6,861	-4%	-$219K	0.67%	24
2025 Q3	$6M	Sell	195,896 -4,591	-2%	-$139K	0.68%	24
2025 Q2	$5.89M	Sell	200,487 -4,786	-2%	-$132K	0.7%	24
2025 Q1	$5.38M	Sell	205,273 -1,287	-0.6%	-$33.4K	0.68%	25
2024 Q4	$5.14M	Sell	206,560 -8,520	-4%	-$220K	0.65%	25
2024 Q3	$5.81M	Sell	215,080 -2,888	-1%	-$74.9K	0.72%	24
2024 Q2	$5.54M	Sell	217,968 -1,963	-0.9%	-$50.2K	0.75%	24
2024 Q1	$5.6M	Sell	219,931 -862	-0.4%	-$21.1K	0.75%	22
2023 Q4	$5.39M	Buy	+220,793	New	+$5.05M	0.77%	22

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

DiNuzzo Private Wealth's DFAX Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.8% in Q3 2026, selling an estimated $255K and leaving 172,439 shares worth $6.38M. The position accounts for 0.63% of the portfolio, ranked #24.

DiNuzzo Private Wealth first reported a position in DFAX in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.6M in Q2 2026. 270 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

DiNuzzo Private Wealth held 172,439 shares of Dimensional World ex US Core Equity 2 ETF worth $6.38M as of Q3 2026.
DiNuzzo Private Wealth sold 6,834 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $255K.
Dimensional World ex US Core Equity 2 ETF made up 0.63% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #24 holding.
DiNuzzo Private Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Dimensional World ex US Core Equity 2 ETF position peaked at $6.6M in Q2 2026.
270 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.