Kaufman Rossin Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Kaufman Rossin Wealth’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	$707K	Hold	19,301	–	–	0.34%	35
2026 Q1	$656K	Sell	19,301 -280	-1%	-$9.74K	0.38%	32
2025 Q4	$641K	Sell	19,581 -750	-4%	-$23.9K	0.33%	42
2025 Q3	$638K	Sell	20,331 -2,468	-11%	-$74.9K	0.35%	39
2025 Q2	$670K	Sell	22,799 -885	-4%	-$24.4K	0.42%	36
2025 Q1	$621K	Buy	23,684 +5	+0%	+$130	0.44%	32
2024 Q4	$589K	Buy	+23,679	New	+$613K	0.61%	23

Other funds holding DFAX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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

Kaufman Rossin Wealth's DFAX Position: Q2 2026 in Review

Kaufman Rossin Wealth held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 19,301 shares worth $707K. The position accounts for 0.34% of the portfolio, ranked #35.

Kaufman Rossin Wealth first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 376 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Kaufman Rossin Wealth held 19,301 shares of Dimensional World ex US Core Equity 2 ETF worth $707K as of Q2 2026.
Kaufman Rossin Wealth left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.34% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #35 holding.
Kaufman Rossin Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
376 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.