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

Hassell 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 		$7.3M Sell
200,249
-1,454
-0.7% -$53.4K 2.24% 11
2026
Q1 		$6.85M Sell
201,703
-1,170
-0.6% -$40.7K 2.3% 11
2025
Q4 		$6.92M Sell
202,873
-10,784
-5% -$344K 2.31% 11
2025
Q3 		$6.7M Buy
213,657
+22
+0% +$668 2.33% 11
2025
Q2 		$6.47M Sell
213,635
-4,906
-2% -$135K 2.37% 11
2025
Q1 		$5.59M Sell
218,541
-47,285
-18% -$1.23M 2.39% 11
2024
Q4 		$6.77M Buy
265,826
+89
+0% +$2.3K 2.73% 12
2024
Q3 		$6.85M Sell
265,737
-2,207
-0.8% -$57.3K 2.87% 11
2024
Q2 		$6.86M Sell
267,944
-264
-0.1% -$6.75K 3.07% 11
2024
Q1 		$6.71M Sell
268,208
-909
-0.3% -$22.2K 4.25% 7
2023
Q4 		$6.47M Sell
269,117
-12,888
-5% -$295K 4.35% 7
2023
Q3 		$6.08M Sell
282,005
-6,195
-2% -$145K 4.43% 7
2023
Q2 		$6.91M Sell
288,200
-50,367
-15% -$1.17M 4.74% 7
2023
Q1 		$7.8M Sell
338,567
-49,825
-13% -$1.14M 5.73% 6
2022
Q4 		$8.99M Buy
+388,392
New +$8.07M 6.73% 6

Other funds holding DFAX

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
PL
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
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
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

Hassell Wealth Management's DFAX Position: Q2 2026 in Review

Hassell Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.72% in Q2 2026, selling an estimated $53.4K and leaving 200,249 shares worth $7.3M. The position accounts for 2.24% of the portfolio, ranked #11.

Hassell Wealth Management first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.99M in Q4 2022. 255 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Hassell Wealth Management held 200,249 shares of Dimensional World ex US Core Equity 2 ETF worth $7.3M as of Q2 2026.
  • Hassell Wealth Management sold 1,454 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $53.4K.
  • Dimensional World ex US Core Equity 2 ETF made up 2.24% of Hassell Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Hassell Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • Hassell Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $8.99M in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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