Hutchinson Capital Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Hutchinson Capital 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
2026 Q1	$3.32M	Buy	97,639 +41,408	+74%	+$1.44M	0.61%	36
2025 Q4	$1.84M	Sell	56,231 -1,009	-2%	-$32.2K	0.32%	42
2025 Q3	$1.8M	Sell	57,240 -494	-0.9%	-$15K	0.31%	43
2025 Q2	$1.7M	Buy	57,734 +1,035	+2%	+$28.5K	0.31%	40
2025 Q1	$1.49M	Buy	56,699 +212	+0.4%	+$5.5K	0.28%	43
2024 Q4	$1.4M	Sell	56,487 -691	-1%	-$17.9K	0.27%	44
2024 Q3	$1.54M	Buy	57,178 +7,239	+14%	+$188K	0.29%	41
2024 Q2	$1.27M	Sell	49,939 -36,728	-42%	-$939K	0.26%	42
2024 Q1	$2.2M	Buy	86,667 +130	+0.2%	+$3.18K	0.45%	32
2023 Q4	$2.11M	Buy	86,537 +1,374	+2%	+$31.4K	0.46%	36
2023 Q3	$1.92M	Hold	85,163	–	–	0.45%	34
2023 Q2	$1.99M	Buy	+85,163	New	+$1.98M	0.47%	34

Other funds holding DFAX

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

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 $10.6B AUM 34.1% 1-Year Est. Return

Hutchinson Capital Management's DFAX Position: Q1 2026 in Review

Hutchinson Capital Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 74% in Q1 2026, buying an estimated $1.44M and bringing the position to 97,639 shares worth $3.32M. The position accounts for 0.61% of the portfolio, ranked #36.

Hutchinson Capital Management first reported a position in DFAX in Q2 2023 and has held it in 12 quarters since. 697 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Hutchinson Capital Management held 97,639 shares of Dimensional World ex US Core Equity 2 ETF worth $3.32M as of Q1 2026.
Hutchinson Capital Management bought 41,408 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $1.44M.
Dimensional World ex US Core Equity 2 ETF made up 0.61% of Hutchinson Capital Management's portfolio in Q1 2026, its #36 holding.
Hutchinson Capital Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2023 and has held it in 12 quarters since.
697 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Hutchinson Capital Management's 13F filing for Q1 2026, filed 12 May 2026.