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

Gould Asset 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	$7.39M	Buy	200,582 +3,305	+2%	+$121K	1.16%	18
2026 Q1	$6.7M	Sell	197,277 -6,084	-3%	-$212K	1.16%	18
2025 Q4	$6.66M	Buy	203,361 +12,445	+7%	+$397K	1.18%	17
2025 Q3	$5.99M	Buy	190,916 +7,660	+4%	+$233K	1.11%	17
2025 Q2	$5.38M	Sell	183,256 -4,452	-2%	-$123K	1.05%	17
2025 Q1	$4.92M	Buy	187,708 +5,938	+3%	+$154K	1.01%	17
2024 Q4	$4.52M	Buy	181,770 +7,869	+5%	+$204K	0.95%	17
2024 Q3	$4.7M	Buy	173,901 +12,652	+8%	+$328K	1.01%	17
2024 Q2	$4.1M	Buy	161,249 +3,763	+2%	+$96.2K	0.95%	18
2024 Q1	$4.01M	Buy	157,486 +14,502	+10%	+$355K	0.97%	18
2023 Q4	$3.49M	Buy	142,984 +8,738	+7%	+$200K	0.9%	17
2023 Q3	$3.02M	Buy	134,246 +24,542	+22%	+$574K	0.85%	19
2023 Q2	$2.56M	Buy	109,704 +5,989	+6%	+$139K	0.71%	22
2023 Q1	$2.39M	Buy	103,715 +9,695	+10%	+$222K	0.68%	23
2022 Q4	$2.03M	Buy	94,020 +25,320	+37%	+$526K	0.61%	27
2022 Q3	$1.3M	Buy	68,700 +41,775	+155%	+$887K	0.44%	27
2022 Q2	$577K	Buy	26,925 +17,285	+179%	+$402K	0.19%	63
2022 Q1	$241K	Buy	+9,640	New	+$244K	0.07%	125

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

Gould Asset Management's DFAX Position: Q2 2026 in Review

Gould Asset Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.7% in Q2 2026, buying an estimated $121K and bringing the position to 200,582 shares worth $7.39M. The position accounts for 1.16% of the portfolio, ranked #18.

Gould Asset Management first reported a position in DFAX in Q1 2022 and has held it in 18 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Gould Asset Management held 200,582 shares of Dimensional World ex US Core Equity 2 ETF worth $7.39M as of Q2 2026.
Gould Asset Management bought 3,305 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $121K.
Dimensional World ex US Core Equity 2 ETF made up 1.16% of Gould Asset Management's portfolio in Q2 2026, its #18 holding.
Gould Asset Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2022 and has held it in 18 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.