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

Mission 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 		$7.65M Buy
207,683
+156,362
+305% +$5.74M 0.09% 129
2026
Q1 		$1.74M Buy
51,321
+4,555
+10% +$159K 0.04% 234
2025
Q4 		$1.53M Buy
46,766
+19,171
+69% +$612K 0.03% 256
2025
Q3 		$866K Buy
27,595
+5,647
+26% +$171K 0.02% 364
2025
Q2 		$645K Buy
21,948
+5,065
+30% +$139K 0.01% 420
2025
Q1 		$442K Hold
16,883
– – 0.01% 490
2024
Q4 		$420K Hold
16,883
– – 0.01% 466
2024
Q3 		$456K Sell
16,883
-70
-0.4% -$1.82K 0.01% 450
2024
Q2 		$431K Sell
16,953
-840
-5% -$21.5K 0.01% 443
2024
Q1 		$453K Buy
17,793
+840
+5% +$20.5K 0.01% 459
2023
Q4 		$414K Hold
16,953
– – 0.01% 415
2023
Q3 		$382K Buy
16,953
+336
+2% +$7.86K 0.01% 399
2023
Q2 		$387K Sell
16,617
-1,869
-10% -$43.5K 0.01% 402
2023
Q1 		$426K Sell
18,486
-800
-4% -$18.3K 0.02% 370
2022
Q4 		$417K Sell
19,286
-10,532
-35% -$219K 0.02% 358
2022
Q3 		$563K Buy
29,818
+377
+1% +$8.01K 0.03% 278
2022
Q2 		$631K Sell
29,441
-59
-0.2% -$1.37K 0.03% 266
2022
Q1 		$736K Sell
29,500
-146
-0.5% -$3.7K 0.03% 245
2021
Q4 		$774K Buy
+29,646
New +$774K 0.03% 229

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

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

Mission Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 305% in Q2 2026, buying an estimated $5.74M and bringing the position to 207,683 shares worth $7.65M. The position accounts for 0.09% of the portfolio, ranked #129.

Mission Wealth Management first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Mission Wealth Management held 207,683 shares of Dimensional World ex US Core Equity 2 ETF worth $7.65M as of Q2 2026.
  • Mission Wealth Management bought 156,362 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $5.74M.
  • Dimensional World ex US Core Equity 2 ETF made up 0.09% of Mission Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Mission Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.