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

JDH 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	$1.95M	Sell	53,045 -2,453	-4%	-$90.1K	1.19%	17
2026 Q1	$1.89M	Sell	55,498 -1,771	-3%	-$61.6K	1.27%	17
2025 Q4	$1.87M	Sell	57,269 -199	-0.3%	-$6.35K	1.29%	17
2025 Q3	$1.8M	Sell	57,468 -8,678	-13%	-$264K	1.28%	17
2025 Q2	$1.94M	Sell	66,146 -4,312	-6%	-$119K	1.49%	16
2025 Q1	$1.85M	Sell	70,458 -2,443	-3%	-$63.4K	1.58%	16
2024 Q4	$1.81M	Buy	+72,901	New	+$1.89M	1.59%	16

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

CCMI

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 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

JDH Wealth Management's DFAX Position: Q2 2026 in Review

JDH Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.4% in Q2 2026, selling an estimated $90.1K and leaving 53,045 shares worth $1.95M. The position accounts for 1.19% of the portfolio, ranked #17.

JDH Wealth Management first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

JDH Wealth Management held 53,045 shares of Dimensional World ex US Core Equity 2 ETF worth $1.95M as of Q2 2026.
JDH Wealth Management sold 2,453 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $90.1K.
Dimensional World ex US Core Equity 2 ETF made up 1.19% of JDH Wealth Management's portfolio in Q2 2026, its #17 holding.
JDH Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
255 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.