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

Dopkins 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 		$5.83M Sell
158,187
-2,692
-2% -$98.9K 2.12% 14
2026
Q1 		$5.47M Sell
160,879
-32,867
-17% -$1.14M 2.2% 14
2025
Q4 		$6.34M Sell
193,746
-7,634
-4% -$244K 2.59% 10
2025
Q3 		$6.32M Sell
201,380
-6,408
-3% -$195K 2.67% 10
2025
Q2 		$6.1M Sell
207,788
-12,333
-6% -$339K 2.74% 10
2025
Q1 		$5.77M Sell
220,121
-6,129
-3% -$159K 2.93% 9
2024
Q4 		$5.62M Buy
226,250
+80,707
+55% +$2.09M 2.86% 8
2024
Q3 		$3.93M Sell
145,543
-87,256
-37% -$2.26M 3.17% 7
2024
Q2 		$5.92M Sell
232,799
-4,072
-2% -$104K 3.6% 6
2024
Q1 		$6.03M Buy
236,871
+42,671
+22% +$1.04M 3.63% 6
2023
Q4 		$4.74M Sell
194,200
-37,212
-16% -$851K 3.69% 7
2023
Q3 		$5.21M Buy
231,412
+41,608
+22% +$973K 3.95% 6
2023
Q2 		$4.42M Buy
189,804
+9,376
+5% +$218K 3.94% 7
2023
Q1 		$4.16M Sell
180,428
-76,707
-30% -$1.75M 3.9% 7
2022
Q4 		$5.55M Buy
257,135
+23,309
+10% +$485K 4.89% 5
2022
Q3 		$4.42M Buy
233,826
+4,830
+2% +$103K 4.95% 5
2022
Q2 		$4.91M Buy
228,996
+3,426
+2% +$79.7K 5.3% 5
2022
Q1 		$5.63M Buy
225,570
+6,132
+3% +$155K 6.11% 4
2021
Q4 		$5.73M Buy
+219,438
New +$5.73M 5.65% 5

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Dopkins Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.7% in Q2 2026, selling an estimated $98.9K and leaving 158,187 shares worth $5.83M. The position accounts for 2.12% of the portfolio, ranked #14.

Dopkins Wealth Management first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.34M in Q4 2025. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Dopkins Wealth Management held 158,187 shares of Dimensional World ex US Core Equity 2 ETF worth $5.83M as of Q2 2026.
  • Dopkins Wealth Management sold 2,692 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $98.9K.
  • Dimensional World ex US Core Equity 2 ETF made up 2.12% of Dopkins Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Dopkins Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • Dopkins Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $6.34M in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.