Kathleen S. Wright Associates’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$1.54M	Buy	49,051 +4,432	+10%	+$135K	0.57%	40
2025 Q2	$1.31M	Buy	44,619 +4,079	+10%	+$112K	0.51%	40
2025 Q1	$1.06M	Sell	40,540 -12,455	-24%	-$323K	0.44%	41
2024 Q4	$1.32M	Buy	52,995 +2,275	+4%	+$58.9K	0.55%	38
2024 Q3	$1.37M	Buy	50,720 +8,898	+21%	+$231K	0.56%	40
2024 Q2	$1.07M	Buy	41,822 +10,007	+31%	+$256K	0.49%	43
2024 Q1	$805K	Buy	31,815 +18,523	+139%	+$453K	0.38%	54
2023 Q4	$319K	Buy	13,292 +7,978	+150%	+$182K	0.16%	86
2023 Q3	$117K	Buy	5,314 +5,300	+37,857%	+$124K	0.07%	105
2023 Q2	$326	Buy	+14	New	+$326	﹤0.01%	165

Other funds holding DFAX

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

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Kathleen S. Wright Associates's DFAX Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 9.9% in Q3 2025, buying an estimated $135K and bringing the position to 49,051 shares worth $1.54M. The position accounts for 0.57% of the portfolio, ranked #40.

Kathleen S. Wright Associates first reported a position in DFAX in Q2 2023 and has held it in 10 quarters since. 601 funds tracked by Wall St. Rank hold DFAX as of Q3 2025.

Kathleen S. Wright Associates held 49,051 shares of Dimensional World ex US Core Equity 2 ETF worth $1.54M as of Q3 2025.
Kathleen S. Wright Associates bought 4,432 Dimensional World ex US Core Equity 2 ETF shares in Q3 2025, an estimated $135K.
Dimensional World ex US Core Equity 2 ETF made up 0.57% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #40 holding.
Kathleen S. Wright Associates first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2023 and has held it in 10 quarters since.
601 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.