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 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

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

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

Evanson Financial Mclean, Virginia $2.04B AUM

TWM

Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

HMV Wealth Advisors's DFAX Position: Q2 2026 in Review

HMV Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 5.2% in Q2 2026, selling an estimated $139K and leaving 69,293 shares worth $2.55M. The position accounts for 0.99% of the portfolio, ranked #23.

HMV Wealth Advisors first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

HMV Wealth Advisors held 69,293 shares of Dimensional World ex US Core Equity 2 ETF worth $2.55M as of Q2 2026.
HMV Wealth Advisors sold 3,785 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $139K.
Dimensional World ex US Core Equity 2 ETF made up 0.99% of HMV Wealth Advisors's portfolio in Q2 2026, its #23 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 7 quarters since.
255 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.