IFWM
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Institute for Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Institute for Wealth 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
Q2 		$47.1K Buy
+1,279
New +$47K ﹤0.01% 887

Other funds holding DFAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
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
TFP
Triune Financial Partners Overland Park, Kansas $479M AUM 25.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Institute for Wealth Management's DFAX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026: 1,279 shares worth $47.1K. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings.

505 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Institute for Wealth Management held 1,279 shares of Dimensional World ex US Core Equity 2 ETF worth $47.1K as of Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF was a new Institute for Wealth Management position in Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #887 holding.
  • 505 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.