DWR Wealth Management
DFAX icon

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

DWR 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
Q3 		$4.55M Hold
122,118
– – 3.15% 11
2026
Q2 		$4.47M Sell
122,118
-5,280
-4% -$194K 3.35% 9
2026
Q1 		$4.2M Hold
127,398
– – 3.65% 9
2025
Q4 		$4.19M Buy
+127,398
New +$4.06M 3.88% 8

Other funds holding DFAX

Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Triune Financial Partners
Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JFS Wealth Advisors
JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Creative Capital Management Investments
Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return

DWR Wealth Management's DFAX Position: Q3 2026 in Review

DWR Wealth Management held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q3 2026 at 122,118 shares worth $4.55M. The position accounts for 3.15% of the portfolio, ranked #11.

DWR Wealth Management first reported a position in DFAX in Q4 2025 and has held it in 4 quarters since. 420 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • DWR Wealth Management held 122,118 shares of Dimensional World ex US Core Equity 2 ETF worth $4.55M as of Q3 2026.
  • DWR Wealth Management left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q3 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 3.15% of DWR Wealth Management's portfolio in Q3 2026, its #11 holding.
  • DWR Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and has held it in 4 quarters since.
  • 420 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.