HWMG
DFAX icon

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

Hurlow Wealth Management Group’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
Q1 		$10.3M Buy
303,923
+4,958
+2% +$173K 2.46% 13
2025
Q4 		$9.79M Buy
298,965
+4,567
+2% +$146K 2.4% 12
2025
Q3 		$9.24M Sell
294,398
-15,028
-5% -$456K 2.39% 12
2025
Q2 		$9.09M Sell
309,426
-1,271
-0.4% -$35K 2.57% 13
2025
Q1 		$8.14M Buy
310,697
+8,473
+3% +$220K 2.54% 13
2024
Q4 		$7.51M Buy
302,224
+15,253
+5% +$395K 2.35% 12
2024
Q3 		$7.75M Buy
286,971
+563
+0.2% +$14.6K 2.42% 12
2024
Q2 		$7.28M Sell
286,408
-486
-0.2% -$12.4K 2.5% 12
2024
Q1 		$7.3M Buy
286,894
+8,387
+3% +$205K 2.58% 11
2023
Q4 		$6.8M Buy
278,507
+1,748
+0.6% +$40K 2.58% 11
2023
Q3 		$6.23M Sell
276,759
-1,604
-0.6% -$37.5K 2.71% 11
2023
Q2 		$6.49M Buy
278,363
+1,495
+0.5% +$34.8K 2.77% 11
2023
Q1 		$6.38M Buy
276,868
+659
+0.2% +$15.1K 2.95% 10
2022
Q4 		$5.97M Buy
276,209
+38,091
+16% +$792K 3.11% 9
2022
Q3 		$4.5M Sell
238,118
-57,696
-20% -$1.23M 2.62% 11
2022
Q2 		$6.34M Buy
+295,814
New +$6.88M 3.65% 9

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Hurlow Wealth Management Group's DFAX Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.7% in Q1 2026, buying an estimated $173K and bringing the position to 303,923 shares worth $10.3M. The position accounts for 2.46% of the portfolio, ranked #13.

Hurlow Wealth Management Group first reported a position in DFAX in Q2 2022 and has held it in 16 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Hurlow Wealth Management Group held 303,923 shares of Dimensional World ex US Core Equity 2 ETF worth $10.3M as of Q1 2026.
  • Hurlow Wealth Management Group bought 4,958 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $173K.
  • Dimensional World ex US Core Equity 2 ETF made up 2.46% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #13 holding.
  • Hurlow Wealth Management Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2022 and has held it in 16 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.