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

Jessup 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 Q1	$419K	Hold	12,324	–	–	0.15%	56
2025 Q4	$403K	Hold	12,324	–	–	0.13%	60
2025 Q3	$387K	Hold	12,324	–	–	0.14%	56
2025 Q2	$362K	Hold	12,324	–	–	0.15%	57
2025 Q1	$323K	Buy	+12,324	New	+$320K	0.14%	60

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

Jessup Wealth Management's DFAX Position: Q1 2026 in Review

Jessup Wealth Management held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q1 2026 at 12,324 shares worth $419K. The position accounts for 0.15% of the portfolio, ranked #56.

Jessup Wealth Management first reported a position in DFAX in Q1 2025 and has held it in 5 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Jessup Wealth Management held 12,324 shares of Dimensional World ex US Core Equity 2 ETF worth $419K as of Q1 2026.
Jessup Wealth Management left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.15% of Jessup Wealth Management's portfolio in Q1 2026, its #56 holding.
Jessup Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.