JC
DFAX icon

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

JB Capital’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 		$645K Buy
19,001
+32
+0.2% +$1.11K 0.03% 166
2025
Q4 		$621K Buy
18,969
+136
+0.7% +$4.34K 0.03% 164
2025
Q3 		$591K Sell
18,833
-324
-2% -$9.84K 0.03% 165
2025
Q2 		$563K Buy
19,157
+235
+1% +$6.47K 0.03% 156
2025
Q1 		$496K Buy
18,922
+48
+0.3% +$1.25K 0.03% 153
2024
Q4 		$469K Buy
18,874
+172
+0.9% +$4.45K 0.03% 154
2024
Q3 		$505K Sell
18,702
-827
-4% -$21.5K 0.03% 155
2024
Q2 		$496K Buy
19,529
+223
+1% +$5.7K 0.03% 148
2024
Q1 		$491K Buy
19,306
+2,135
+12% +$52.2K 0.03% 142
2023
Q4 		$419K Buy
17,171
+124
+0.7% +$2.84K 0.03% 147
2023
Q3 		$384K Buy
+17,047
New +$399K 0.03% 132

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

JB Capital's DFAX Position: Q1 2026 in Review

JB Capital increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.17% in Q1 2026, buying an estimated $1.11K and bringing the position to 19,001 shares worth $645K. The position accounts for 0.03% of the portfolio, ranked #166.

JB Capital first reported a position in DFAX in Q3 2023 and has held it in 11 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • JB Capital held 19,001 shares of Dimensional World ex US Core Equity 2 ETF worth $645K as of Q1 2026.
  • JB Capital bought 32 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $1.11K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.03% of JB Capital's portfolio in Q1 2026, its #166 holding.
  • JB Capital first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2023 and has held it in 11 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.