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

Golden State 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	$143K	Hold	3,883	–	–	0.01%	483
2026 Q1	$132K	Sell	3,883 -817	-17%	-$28.4K	0.01%	453
2025 Q4	$154K	Buy	4,700 +28	+0.6%	+$893	0.02%	427
2025 Q3	$147K	Buy	4,672 +23	+0.5%	+$698	0.02%	434
2025 Q2	$137K	Sell	4,649 -2,354	-34%	-$64.8K	0.02%	421
2025 Q1	$183K	Buy	7,003 +3,785	+118%	+$98.3K	0.03%	350
2024 Q4	$80K	Buy	+3,218	New	+$83.2K	0.01%	472

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

Golden State Wealth Management's DFAX Position: Q2 2026 in Review

Golden State Wealth Management held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 3,883 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #483.

Golden State Wealth Management first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $183K in Q1 2025. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Golden State Wealth Management held 3,883 shares of Dimensional World ex US Core Equity 2 ETF worth $143K as of Q2 2026.
Golden State Wealth Management left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #483 holding.
Golden State Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $183K in Q1 2025.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.