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

Diversify 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
2026 Q2	$635K	Sell	17,511 -990	-5%	-$36.4K	0.01%	795
2026 Q1	$663K	Buy	18,501 +498	+3%	+$17.3K	0.01%	729
2025 Q4	$609K	Sell	18,003 -639	-3%	-$20.4K	0.03%	400
2025 Q3	$593K	Sell	18,642 -2,464	-12%	-$74.8K	0.03%	346
2025 Q2	$642K	Sell	21,106 -4,568	-18%	-$126K	0.04%	332
2025 Q1	$692K	Sell	25,674 -4,611	-15%	-$120K	0.05%	294
2024 Q4	$743K	Buy	30,285 +224	+0.7%	+$5.79K	0.06%	268
2024 Q3	$782K	Sell	30,061 -779	-3%	-$20.2K	0.08%	225
2024 Q2	$749K	Buy	+30,840	New	+$788K	0.09%	202

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

GWWM

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Diversify Wealth Management's DFAX Position: Q2 2026 in Review

Diversify Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 5.4% in Q2 2026, selling an estimated $36.4K and leaving 17,511 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #795.

Diversify Wealth Management first reported a position in DFAX in Q2 2024 and has held it in 9 quarters since. The position peaked at $782K in Q3 2024. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Diversify Wealth Management held 17,511 shares of Dimensional World ex US Core Equity 2 ETF worth $635K as of Q2 2026.
Diversify Wealth Management sold 990 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $36.4K.
Dimensional World ex US Core Equity 2 ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #795 holding.
Diversify Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $782K in Q3 2024.
714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.