KCM
DFAX icon

KM Capital Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

KM Capital 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 		$1.2M Sell
32,019
-3,360
-9% -$117K 0.81% 17
2025
Q4 		$1.16M Sell
35,379
-3,384
-9% -$108K 0.59% 31
2025
Q3 		$1.22M Sell
38,763
-1,360
-3% -$41.3K 0.56% 30
2025
Q2 		$1.18M Buy
40,123
+493
+1% +$13.6K 0.58% 29
2025
Q1 		$1.04M Buy
39,630
+497
+1% +$12.9K 0.56% 31
2024
Q4 		$973K Buy
39,133
+365
+0.9% +$9.44K 0.5% 27
2024
Q3 		$1.05M Buy
38,768
+265
+0.7% +$6.88K 0.56% 28
2024
Q2 		$979K Sell
38,503
-2,789
-7% -$71.3K 0.51% 29
2024
Q1 		$1.05M Sell
41,292
-953
-2% -$23.3K 0.58% 28
2023
Q4 		$1.03M Buy
42,245
+305
+0.7% +$6.97K 0.6% 28
2023
Q3 		$944K Buy
41,940
+393
+0.9% +$9.19K 0.65% 26
2023
Q2 		$968K Buy
41,547
+539
+1% +$12.6K 0.7% 23
2023
Q1 		$946K Buy
41,008
+1,328
+3% +$30.3K 0.87% 26
2022
Q4 		$857K Buy
+39,680
New +$825K 0.85% 23

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 $376B 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 $24.6B 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