Independent Wealth Network’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Independent Wealth Network’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	$1.09M	Buy	29,532 +5,237	+22%	+$192K	0.28%	101
2026 Q1	$825K	Buy	24,295 +4,985	+26%	+$173K	0.25%	112
2025 Q4	$632K	Hold	19,310	–	–	0.19%	130
2025 Q3	$606K	Hold	19,310	–	–	0.19%	125
2025 Q2	$567K	Hold	19,310	–	–	0.21%	126
2025 Q1	$506K	Sell	19,310 -1,200	-6%	-$31.2K	0.2%	128
2024 Q4	$510K	Sell	20,510 -2,191	-10%	-$56.7K	0.21%	122
2024 Q3	$613K	Hold	22,701	–	–	0.27%	95
2024 Q2	$577K	Hold	22,701	–	–	0.27%	98
2024 Q1	$578K	Sell	22,701 -300	-1%	-$7.34K	0.27%	97
2023 Q4	$562K	Sell	23,001 -4,894	-18%	-$112K	0.3%	88
2023 Q3	$628K	Hold	27,895	–	–	0.39%	65
2023 Q2	$650K	Hold	27,895	–	–	0.39%	64
2023 Q1	$643K	Hold	27,895	–	–	0.41%	56
2022 Q4	$603K	Sell	27,895 -4,921	-15%	-$102K	0.41%	54
2022 Q3	$620K	Hold	32,816	–	–	0.48%	48
2022 Q2	$704K	Buy	32,816 +1,900	+6%	+$44.2K	0.51%	46
2022 Q1	$771K	Hold	30,916	–	–	0.49%	51
2021 Q4	$807K	Buy	30,916 +200	+0.7%	+$5.22K	0.5%	47
2021 Q3	$818K	Buy	+30,716	New	+$813K	0.53%	47

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

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

Independent Wealth Network's DFAX Position: Q2 2026 in Review

Independent Wealth Network increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 22% in Q2 2026, buying an estimated $192K and bringing the position to 29,532 shares worth $1.09M. The position accounts for 0.28% of the portfolio, ranked #101.

Independent Wealth Network first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 204 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Independent Wealth Network held 29,532 shares of Dimensional World ex US Core Equity 2 ETF worth $1.09M as of Q2 2026.
Independent Wealth Network bought 5,237 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $192K.
Dimensional World ex US Core Equity 2 ETF made up 0.28% of Independent Wealth Network's portfolio in Q2 2026, its #101 holding.
Independent Wealth Network first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
204 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.