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 Q3	$1.95M	Sell	52,653 -392	-0.7%	-$14.6K	1.18%	19
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.27B AUM 22.87% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

JDH Wealth Management's DFAX Position: Q3 2026 in Review

JDH Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.74% in Q3 2026, selling an estimated $14.6K and leaving 52,653 shares worth $1.95M. The position accounts for 1.18% of the portfolio, ranked #19.

JDH Wealth Management first reported a position in DFAX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.95M in Q2 2026. 508 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

JDH Wealth Management held 52,653 shares of Dimensional World ex US Core Equity 2 ETF worth $1.95M as of Q3 2026.
JDH Wealth Management sold 392 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $14.6K.
Dimensional World ex US Core Equity 2 ETF made up 1.18% of JDH Wealth Management's portfolio in Q3 2026, its #19 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 8 quarters since.
JDH Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $1.95M in Q2 2026.
508 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.