Kings Path Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Kings Path Partners’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 Q3	$129K	Sell	3,496 -420	-11%	-$15.7K	0.03%	139
2026 Q2	$144K	Hold	3,916	–	–	0.04%	134
2026 Q1	$133K	Hold	3,916	–	–	0.05%	125
2025 Q4	$128K	Sell	3,916 -214	-5%	-$6.83K	0.04%	125
2025 Q3	$130K	Hold	4,130	–	–	0.05%	116
2025 Q2	$121K	Buy	+4,130	New	+$114K	0.05%	113

Other funds holding DFAX

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

Kings Path Partners's DFAX Position: Q3 2026 in Review

Kings Path Partners reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 11% in Q3 2026, selling an estimated $15.7K and leaving 3,496 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #139.

Kings Path Partners first reported a position in DFAX in Q2 2025 and has held it in 6 quarters since. The position peaked at $144K in Q2 2026. 234 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Kings Path Partners held 3,496 shares of Dimensional World ex US Core Equity 2 ETF worth $129K as of Q3 2026.
Kings Path Partners sold 420 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $15.7K.
Dimensional World ex US Core Equity 2 ETF made up 0.03% of Kings Path Partners's portfolio in Q3 2026, its #139 holding.
Kings Path Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 6 quarters since.
Kings Path Partners's Dimensional World ex US Core Equity 2 ETF position peaked at $144K in Q2 2026.
234 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.