JFS Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

JFS Wealth Advisors’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	$138M	Buy	3,743,466 +6,179	+0.2%	+$227K	6.88%	2
2026 Q1	$127M	Sell	3,737,287 -52,651	-1%	-$1.83M	7.1%	2
2025 Q4	$124M	Buy	3,789,938 +19,522	+0.5%	+$623K	6.99%	2
2025 Q3	$118M	Sell	3,770,416 -22,329	-0.6%	-$678K	6.92%	2
2025 Q2	$111M	Sell	3,792,745 -24,855	-0.7%	-$684K	7.09%	2
2025 Q1	$100M	Buy	3,817,600 +22,007	+0.6%	+$571K	6.77%	2
2024 Q4	$94.4M	Buy	3,795,593 +13,668	+0.4%	+$354K	6.45%	2
2024 Q3	$102M	Sell	3,781,925 -3,460	-0.1%	-$89.8K	6.84%	2
2024 Q2	$96.2M	Sell	3,785,385 -16,091	-0.4%	-$411K	7.59%	2
2024 Q1	$96.7M	Sell	3,801,476 -63,466	-2%	-$1.55M	7.68%	1
2023 Q4	$94.4M	Sell	3,864,942 -72,466	-2%	-$1.66M	8.02%	1
2023 Q3	$88.7M	Sell	3,937,408 -24,737	-0.6%	-$579K	8.37%	1
2023 Q2	$92.4M	Buy	3,962,145 +79,339	+2%	+$1.85M	8.31%	1
2023 Q1	$89.5M	Buy	3,882,806 +25,980	+0.7%	+$594K	8.44%	1
2022 Q4	$83.3M	Buy	3,856,826 +12,903	+0.3%	+$268K	8.15%	1
2022 Q3	$72.6M	Buy	3,843,923 +26,974	+0.7%	+$573K	7.96%	1
2022 Q2	$81.8M	Buy	3,816,949 +36,666	+1%	+$853K	8.64%	1
2022 Q1	$94.3M	Buy	3,780,283 +324,398	+9%	+$8.22M	8.9%	1
2021 Q4	$90.2M	Sell	3,455,885 -19,839	-0.6%	-$518K	8.51%	1
2021 Q3	$90M	Buy	+3,475,724	New	+$92M	9.23%	1

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

JFS Wealth Advisors's DFAX Position: Q2 2026 in Review

JFS Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.17% in Q2 2026, buying an estimated $227K and bringing the position to 3,743,466 shares worth $138M. The position accounts for 6.88% of the portfolio, ranked #2.

JFS Wealth Advisors first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 358 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

JFS Wealth Advisors held 3,743,466 shares of Dimensional World ex US Core Equity 2 ETF worth $138M as of Q2 2026.
JFS Wealth Advisors bought 6,179 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $227K.
Dimensional World ex US Core Equity 2 ETF made up 6.88% of JFS Wealth Advisors's portfolio in Q2 2026, its #2 holding.
JFS Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
358 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.