DWM
DFAX icon

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

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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return