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
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 $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Kingsview Wealth Management's DFAX Position: Q1 2026 in Review

Kingsview Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.17% in Q1 2026, buying an estimated $731 and bringing the position to 12,653 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #957.

Kingsview Wealth Management first reported a position in DFAX in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.1M in Q3 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Kingsview Wealth Management held 12,653 shares of Dimensional World ex US Core Equity 2 ETF worth $430K as of Q1 2026.
  • Kingsview Wealth Management bought 21 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $731.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #957 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 15 quarters since.
  • Kingsview Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $6.1M in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.