HMV Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

HMV Wealth Advisors’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 Q3	$2.56M	Sell	69,123 -170	-0.2%	-$6.35K	0.97%	22
2026 Q2	$2.55M	Sell	69,293 -3,785	-5%	-$139K	0.99%	23
2026 Q1	$2.48M	Sell	73,078 -4,585	-6%	-$160K	1.17%	20
2025 Q4	$2.54M	Sell	77,663 -220	-0.3%	-$7.02K	1.27%	19
2025 Q3	$2.44M	Sell	77,883 -650	-0.8%	-$19.7K	1.34%	20
2025 Q2	$2.31M	Sell	78,533 -130	-0.2%	-$3.58K	1.51%	19
2025 Q1	$2.06M	Hold	78,663	–	–	1.64%	19
2024 Q4	$1.96M	Buy	+78,663	New	+$2.03M	1.96%	17

Other funds holding DFAX

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

HMV Wealth Advisors's DFAX Position: Q3 2026 in Review

HMV Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.25% in Q3 2026, selling an estimated $6.35K and leaving 69,123 shares worth $2.56M. The position accounts for 0.97% of the portfolio, ranked #22.

HMV Wealth Advisors first reported a position in DFAX in Q4 2024 and has held it in 8 quarters since. 378 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

HMV Wealth Advisors held 69,123 shares of Dimensional World ex US Core Equity 2 ETF worth $2.56M as of Q3 2026.
HMV Wealth Advisors sold 170 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $6.35K.
Dimensional World ex US Core Equity 2 ETF made up 0.97% of HMV Wealth Advisors's portfolio in Q3 2026, its #22 holding.
HMV Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 8 quarters since.
378 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.