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

Kingsview 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 		$471K Buy
12,782
+129
+1% +$4.74K 0.01% 1008
2026
Q1 		$430K Buy
12,653
+21
+0.2% +$731 0.01% 957
2025
Q4 		$413K Sell
12,632
-181,759
-94% -$5.8M 0.01% 917
2025
Q3 		$6.1M Buy
194,391
+181,918
+1,458% +$5.52M 0.09% 219
2025
Q2 		$366K Buy
12,473
+151
+1% +$4.16K 0.01% 878
2025
Q1 		$323K Buy
12,322
+30
+0.2% +$779 0.01% 867
2024
Q4 		$306K Buy
12,292
+473
+4% +$12.2K 0.01% 901
2024
Q3 		$319K Buy
11,819
+82
+0.7% +$2.13K 0.01% 869
2024
Q2 		$298K Buy
11,737
+135
+1% +$3.45K 0.01% 836
2024
Q1 		$295K Buy
11,602
+13
+0.1% +$318 0.01% 820
2023
Q4 		$283K Buy
11,589
+85
+0.7% +$1.94K 0.01% 787
2023
Q3 		$259K Buy
11,504
+107
+0.9% +$2.5K 0.01% 805
2023
Q2 		$266K Buy
11,397
+148
+1% +$3.45K 0.01% 782
2023
Q1 		$259K Sell
11,249
-10,407
-48% -$238K 0.01% 765
2022
Q4 		$468K Hold
21,656
– – 0.02% 526
2022
Q3 		$409K Buy
+21,656
New +$460K 0.02% 548

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

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

Kingsview Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1% in Q2 2026, buying an estimated $4.74K and bringing the position to 12,782 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #1008.

Kingsview Wealth Management first reported a position in DFAX in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.1M in Q3 2025. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Kingsview Wealth Management held 12,782 shares of Dimensional World ex US Core Equity 2 ETF worth $471K as of Q2 2026.
  • Kingsview Wealth Management bought 129 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $4.74K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1008 holding.
  • Kingsview Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
  • Kingsview Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $6.1M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.