MASECO Private Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

MASECO Private Wealth’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	$957K	Buy	28,158 +545	+2%	+$19K	0.03%	63
2025 Q4	$904K	Buy	27,613 +171	+0.6%	+$5.46K	0.04%	55
2025 Q3	$861K	Buy	27,442 +3,346	+14%	+$102K	0.04%	34
2025 Q2	$708K	Buy	+24,096	New	+$663K	0.03%	66

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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 $10.6B AUM 34.1% 1-Year Est. Return

MASECO Private Wealth's DFAX Position: Q1 2026 in Review

MASECO Private Wealth increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2% in Q1 2026, buying an estimated $19K and bringing the position to 28,158 shares worth $957K. The position accounts for 0.03% of the portfolio, ranked #63.

MASECO Private Wealth first reported a position in DFAX in Q2 2025 and has held it in 4 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

MASECO Private Wealth held 28,158 shares of Dimensional World ex US Core Equity 2 ETF worth $957K as of Q1 2026.
MASECO Private Wealth bought 545 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $19K.
Dimensional World ex US Core Equity 2 ETF made up 0.03% of MASECO Private Wealth's portfolio in Q1 2026, its #63 holding.
MASECO Private Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 4 quarters since.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.