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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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $24.7B 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

Gould Asset Management's DFAX Position: Q1 2026 in Review

Gould Asset Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3% in Q1 2026, selling an estimated $212K and leaving 197,277 shares worth $6.7M. 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 17 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Gould Asset Management held 197,277 shares of Dimensional World ex US Core Equity 2 ETF worth $6.7M as of Q1 2026.
  • Gould Asset Management sold 6,084 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $212K.
  • Dimensional World ex US Core Equity 2 ETF made up 1.16% of Gould Asset Management's portfolio in Q1 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 17 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.