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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
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

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
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
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 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
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

DWR Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.1% in Q2 2026, selling an estimated $194K and leaving 122,118 shares worth $4.47M. The position accounts for 3.35% of the portfolio, ranked #9.

DWR Wealth Management first reported a position in DFAX in Q4 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • DWR Wealth Management held 122,118 shares of Dimensional World ex US Core Equity 2 ETF worth $4.47M as of Q2 2026.
  • DWR Wealth Management sold 5,280 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $194K.
  • Dimensional World ex US Core Equity 2 ETF made up 3.35% of DWR Wealth Management's portfolio in Q2 2026, its #9 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 3 quarters since.
  • 244 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.