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

Family 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	$4.31M	Buy	116,946 +57,960	+98%	+$2.13M	0.44%	49
2026 Q1	$2M	Buy	58,986 +49,169	+501%	+$1.71M	0.24%	88
2025 Q4	$321K	Buy	9,817 +302	+3%	+$9.63K	0.04%	181
2025 Q3	$299K	Buy	+9,515	New	+$289K	0.04%	162

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Family Management's DFAX Position: Q2 2026 in Review

Family Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 98% in Q2 2026, buying an estimated $2.13M and bringing the position to 116,946 shares worth $4.31M. The position accounts for 0.44% of the portfolio, ranked #49.

Family Management first reported a position in DFAX in Q3 2025 and has held it in 4 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Family Management held 116,946 shares of Dimensional World ex US Core Equity 2 ETF worth $4.31M as of Q2 2026.
Family Management bought 57,960 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $2.13M.
Dimensional World ex US Core Equity 2 ETF made up 0.44% of Family Management's portfolio in Q2 2026, its #49 holding.
Family Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2025 and has held it in 4 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.