EWM
DFAX icon

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

Empirical 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 		$291K Sell
7,906
-2,279
-22% -$83.7K ﹤0.01% 871
2026
Q1 		$346K Hold
10,185
– – 0.01% 737
2025
Q4 		$333K Hold
10,185
– – 0.01% 658
2025
Q3 		$320K Buy
10,185
+20
+0.2% +$607 0.01% 591
2025
Q2 		$299K Buy
10,165
+42
+0.4% +$1.16K 0.01% 538
2025
Q1 		$265K Sell
10,123
-2,251
-18% -$58.4K 0.01% 544
2024
Q4 		$308K Buy
+12,374
New +$320K 0.01% 495
2024
Q2 		– Sell
-7,878
Closed -$200K – 568
2024
Q1 		$200K Buy
+7,878
New +$193K 0.01% 515

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

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

Empirical Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 22% in Q2 2026, selling an estimated $83.7K and leaving 7,906 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Empirical Wealth Management first reported a position in DFAX in Q1 2024 and has held it in 8 quarters since. The position peaked at $346K in Q1 2026. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Empirical Wealth Management held 7,906 shares of Dimensional World ex US Core Equity 2 ETF worth $291K as of Q2 2026.
  • Empirical Wealth Management sold 2,279 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $83.7K.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #871 holding.
  • Empirical Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and has held it in 8 quarters since.
  • Empirical Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $346K in Q1 2026.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.