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

Hemington 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
2025 Q3	$10.1M	Sell	323,147 -11,668	-3%	-$354K	1.32%	15
2025 Q2	$9.83M	Sell	334,815 -5,696	-2%	-$157K	1.42%	15
2025 Q1	$8.92M	Sell	340,511 -3,750	-1%	-$97.4K	1.38%	15
2024 Q4	$8.56M	Sell	344,261 -2,030	-0.6%	-$52.5K	2.15%	11
2024 Q3	$8.92M	Sell	346,291 -3,479	-1%	-$90.3K	2.4%	9
2024 Q2	$8.89M	Sell	349,770 -1,110	-0.3%	-$28.4K	3%	8
2024 Q1	$8.93M	Sell	350,880 -7,943	-2%	-$194K	3.23%	7
2023 Q4	$8.76M	Sell	358,823 -1,048	-0.3%	-$24K	3.38%	7
2023 Q3	$8.1M	Sell	359,871 -36,149	-9%	-$845K	3.85%	6
2023 Q2	$9.23M	Sell	396,020 -16,186	-4%	-$377K	3.74%	6
2023 Q1	$9.51M	Sell	412,206 -3,334	-0.8%	-$76.2K	3.83%	6
2022 Q4	$8.97M	Sell	415,540 -8,253	-2%	-$172K	3.85%	6
2022 Q3	$8.01M	Sell	423,793 -14,573	-3%	-$309K	3.49%	6
2022 Q2	$9.4M	Sell	438,366 -5,043	-1%	-$117K	3.73%	6
2022 Q1	$11.1M	Buy	+443,409	New	+$11.2M	3.72%	6

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Hemington Wealth Management's DFAX Position: Q3 2025 in Review

Hemington Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.5% in Q3 2025, selling an estimated $354K and leaving 323,147 shares worth $10.1M. The position accounts for 1.32% of the portfolio, ranked #15.

Hemington Wealth Management first reported a position in DFAX in Q1 2022 and has held it in 15 quarters since. The position peaked at $11.1M in Q1 2022. 601 funds tracked by Wall St. Rank hold DFAX as of Q3 2025.

Hemington Wealth Management held 323,147 shares of Dimensional World ex US Core Equity 2 ETF worth $10.1M as of Q3 2025.
Hemington Wealth Management sold 11,668 Dimensional World ex US Core Equity 2 ETF shares in Q3 2025, an estimated $354K.
Dimensional World ex US Core Equity 2 ETF made up 1.32% of Hemington Wealth Management's portfolio in Q3 2025, its #15 holding.
Hemington Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2022 and has held it in 15 quarters since.
Hemington Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $11.1M in Q1 2022.
601 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.