Foundation Wealth Management (Pennsylvania)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Foundation Wealth Management (Pennsylvania)’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	$1.27M	Buy	34,565 +68	+0.2%	+$2.5K	0.38%	40
2026 Q1	$1.17M	Buy	34,497 +870	+3%	+$30.3K	0.41%	39
2025 Q4	$1.1M	Hold	33,627	–	–	0.4%	40
2025 Q3	$1.06M	Sell	33,627 -593	-2%	-$18K	0.41%	41
2025 Q2	$1.01M	Sell	34,220 -733	-2%	-$20.2K	0.43%	42
2025 Q1	$916K	Buy	34,953 +73	+0.2%	+$1.9K	0.44%	44
2024 Q4	$867K	Buy	+34,880	New	+$902K	0.42%	44

Other funds holding DFAX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

CCMI

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s DFAX Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.2% in Q2 2026, buying an estimated $2.5K and bringing the position to 34,565 shares worth $1.27M. The position accounts for 0.38% of the portfolio, ranked #40.

Foundation Wealth Management (Pennsylvania) first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 34,565 shares of Dimensional World ex US Core Equity 2 ETF worth $1.27M as of Q2 2026.
Foundation Wealth Management (Pennsylvania) bought 68 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $2.5K.
Dimensional World ex US Core Equity 2 ETF made up 0.38% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #40 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
393 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.