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
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 $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return