Holcombe Financial’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Holcombe Financial’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	$678K	Sell	18,301 -643	-3%	-$24K	0.37%	31
2026 Q2	$698K	Sell	18,944 -66	-0.3%	-$2.42K	0.39%	29
2026 Q1	$646K	Hold	19,010	–	–	0.38%	29
2025 Q4	$622K	Hold	19,010	–	–	0.39%	29
2025 Q3	$597K	Hold	19,010	–	–	0.42%	23
2025 Q2	$558K	Sell	19,010 -408	-2%	-$11.2K	0.42%	21
2025 Q1	$509K	Sell	19,418 -78	-0.4%	-$2.02K	0.42%	23
2024 Q4	$485K	Buy	+19,496	New	+$504K	0.4%	20

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

Holcombe Financial's DFAX Position: Q3 2026 in Review

Holcombe Financial reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.4% in Q3 2026, selling an estimated $24K and leaving 18,301 shares worth $678K. The position accounts for 0.37% of the portfolio, ranked #31.

Holcombe Financial first reported a position in DFAX in Q4 2024 and has held it in 8 quarters since. The position peaked at $698K in Q2 2026. 409 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Holcombe Financial held 18,301 shares of Dimensional World ex US Core Equity 2 ETF worth $678K as of Q3 2026.
Holcombe Financial sold 643 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $24K.
Dimensional World ex US Core Equity 2 ETF made up 0.37% of Holcombe Financial's portfolio in Q3 2026, its #31 holding.
Holcombe Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 8 quarters since.
Holcombe Financial's Dimensional World ex US Core Equity 2 ETF position peaked at $698K in Q2 2026.
409 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.