Diversified Enterprises’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Diversified Enterprises’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	$323K	Buy	+8,728	New	+$326K	0.02%	343

Other funds holding DFAX

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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return

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

New Capital Management Houston, Texas $447M AUM 10.99% 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

Diversified Enterprises's DFAX Position: Q3 2026 in Review

Diversified Enterprises opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2026: 8,728 shares worth $323K. The stake represents 0.02% of the portfolio and ranks #343 among its holdings.

320 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Diversified Enterprises held 8,728 shares of Dimensional World ex US Core Equity 2 ETF worth $323K as of Q3 2026.
Dimensional World ex US Core Equity 2 ETF was a new Diversified Enterprises position in Q3 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #343 holding.
320 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.