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

Johnson 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	$49.7M	Buy	1,347,961 +20,280	+2%	+$745K	21.04%	2
2026 Q1	$45.1M	Buy	1,327,681 +10,631	+0.8%	+$370K	21.77%	1
2025 Q4	$43.1M	Buy	1,317,050 +78,182	+6%	+$2.49M	21.45%	1
2025 Q3	$38.9M	Buy	+1,238,868	New	+$37.6M	21.42%	1

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B 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

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

Johnson Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.5% in Q2 2026, buying an estimated $745K and bringing the position to 1,347,961 shares worth $49.7M. The position accounts for 21.04% of the portfolio, ranked #2.

Johnson Wealth Management first reported a position in DFAX in Q3 2025 and has held it in 4 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Johnson Wealth Management held 1,347,961 shares of Dimensional World ex US Core Equity 2 ETF worth $49.7M as of Q2 2026.
Johnson Wealth Management bought 20,280 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $745K.
Dimensional World ex US Core Equity 2 ETF made up 21.04% of Johnson Wealth Management's portfolio in Q2 2026, its #2 holding.
Johnson Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2025 and has held it in 4 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Johnson Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.