LAM Group
DFAX icon

LAM Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

LAM Group’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 		$2.3M Sell
61,994
-1,137
-2% -$42.5K 1.16% 28
2026
Q2 		$2.33M Hold
63,131
– – 1.16% 27
2026
Q1 		$2.14M Hold
63,131
– – 1.18% 26
2025
Q4 		$2.07M Sell
63,131
-1,475
-2% -$47.1K 1.18% 25
2025
Q3 		$2.03M Sell
64,606
-1,923
-3% -$58.4K 1.26% 24
2025
Q2 		$1.95M Sell
66,529
-10
-0% -$275 1.31% 24
2025
Q1 		$1.74M Sell
66,539
-649
-1% -$16.8K 1.28% 26
2024
Q4 		$1.67M Buy
67,188
+30
+0% +$776 1.19% 26
2024
Q3 		$1.81M Hold
67,158
– – 1.28% 26
2024
Q2 		$1.71M Sell
67,158
-95
-0.1% -$2.43K 1.44% 23
2024
Q1 		$1.71M Sell
67,253
-5
-0% -$122 1.4% 23
2023
Q4 		$1.64M Hold
67,258
– – 1.5% 21
2023
Q3 		$1.51M Sell
67,258
-623
-0.9% -$14.6K 1.49% 21
2023
Q2 		$1.58M Sell
67,881
-5
-0% -$116 1.47% 21
2023
Q1 		$1.57M Sell
67,886
-3,302
-5% -$75.4K 1.53% 21
2022
Q4 		$1.54M Buy
+71,188
New +$1.48M 1.58% 21

Other funds holding DFAX

Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Creative Capital Management Investments
Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
New Capital Management
New Capital Management Houston, Texas $447M AUM 10.99% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

LAM Group's DFAX Position: Q3 2026 in Review

LAM Group reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.8% in Q3 2026, selling an estimated $42.5K and leaving 61,994 shares worth $2.3M. The position accounts for 1.16% of the portfolio, ranked #28.

LAM Group first reported a position in DFAX in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.33M in Q2 2026. 320 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • LAM Group held 61,994 shares of Dimensional World ex US Core Equity 2 ETF worth $2.3M as of Q3 2026.
  • LAM Group sold 1,137 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $42.5K.
  • Dimensional World ex US Core Equity 2 ETF made up 1.16% of LAM Group's portfolio in Q3 2026, its #28 holding.
  • LAM Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
  • LAM Group's Dimensional World ex US Core Equity 2 ETF position peaked at $2.33M in Q2 2026.
  • 320 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.