MB Generational Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

MB Generational 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 Q2	$313K	Sell	8,490 -808	-9%	-$29.7K	0.15%	59
2026 Q1	$316K	Hold	9,298	–	–	0.17%	54
2025 Q4	$304K	Buy	9,298 +81	+0.9%	+$2.58K	0.16%	56
2025 Q3	$289K	Buy	+9,217	New	+$280K	0.18%	55
2025 Q1	$253K	Buy	9,643 +552	+6%	+$14.3K	0.19%	42
2024 Q4	$226K	Buy	9,091 +141	+2%	+$3.65K	0.17%	47
2024 Q3	$242K	Hold	8,950	–	–	0.17%	51
2024 Q2	$228K	Hold	8,950	–	–	0.18%	50
2024 Q1	$228K	Sell	8,950 -205	-2%	-$5.01K	0.18%	47
2023 Q4	$224K	Buy	+9,155	New	+$209K	0.21%	45

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

MB Generational Wealth's DFAX Position: Q2 2026 in Review

MB Generational Wealth reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 8.7% in Q2 2026, selling an estimated $29.7K and leaving 8,490 shares worth $313K. The position accounts for 0.15% of the portfolio, ranked #59.

MB Generational Wealth first reported a position in DFAX in Q4 2023 and has held it in 10 quarters since. The position peaked at $316K in Q1 2026. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

MB Generational Wealth held 8,490 shares of Dimensional World ex US Core Equity 2 ETF worth $313K as of Q2 2026.
MB Generational Wealth sold 808 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $29.7K.
Dimensional World ex US Core Equity 2 ETF made up 0.15% of MB Generational Wealth's portfolio in Q2 2026, its #59 holding.
MB Generational Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
MB Generational Wealth's Dimensional World ex US Core Equity 2 ETF position peaked at $316K in Q1 2026.
714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.