Melfa Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Melfa 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 Q2	$2.24M	Sell	60,685 -2,879	-5%	-$106K	1.21%	24
2026 Q1	$2.16M	Sell	63,564 -1,117	-2%	-$38.9K	1.24%	22
2025 Q4	$2.12M	Sell	64,681 -1,181	-2%	-$37.7K	1.22%	20
2025 Q3	$2.07M	Buy	65,862 +60	+0.1%	+$1.82K	1.21%	20
2025 Q2	$1.93M	Sell	65,802 -1,129	-2%	-$31.1K	1.22%	20
2025 Q1	$1.75M	Sell	66,931 -862	-1%	-$22.4K	1.18%	19
2024 Q4	$1.69M	Sell	67,793 -125	-0.2%	-$3.23K	1.13%	21
2024 Q3	$1.83M	Sell	67,918 -4,195	-6%	-$109K	1.21%	18
2024 Q2	$1.83M	Buy	72,113 +768	+1%	+$19.6K	1.28%	18
2024 Q1	$1.82M	Buy	71,345 +1,287	+2%	+$31.5K	1.31%	17
2023 Q4	$1.71M	Sell	70,058 -2,277	-3%	-$52.1K	1.61%	14
2023 Q3	$1.63M	Sell	72,335 -1,351	-2%	-$31.6K	1.77%	13
2023 Q2	$1.72M	Sell	73,686 -5,350	-7%	-$125K	1.74%	13
2023 Q1	$1.82M	Sell	79,036 -1,395	-2%	-$31.9K	1.82%	14
2022 Q4	$1.74M	Buy	+80,431	New	+$1.67M	1.82%	13

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 22.96% 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 $1.08B AUM 19.77% 1-Year Est. Return

FMI

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

Melfa Wealth Management's DFAX Position: Q2 2026 in Review

Melfa Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.5% in Q2 2026, selling an estimated $106K and leaving 60,685 shares worth $2.24M. The position accounts for 1.21% of the portfolio, ranked #24.

Melfa Wealth Management first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Melfa Wealth Management held 60,685 shares of Dimensional World ex US Core Equity 2 ETF worth $2.24M as of Q2 2026.
Melfa Wealth Management sold 2,879 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $106K.
Dimensional World ex US Core Equity 2 ETF made up 1.21% of Melfa Wealth Management's portfolio in Q2 2026, its #24 holding.
Melfa Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.