MWM
DFAX icon

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

Modern 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 		$306K Buy
8,297
+215
+3% +$7.9K ﹤0.01% 882
2026
Q1 		$278K Buy
8,082
+12
+0.1% +$418 ﹤0.01% 740
2025
Q4 		$264K Sell
8,070
-233
-3% -$7.43K ﹤0.01% 721
2025
Q3 		$261K Buy
8,303
+632
+8% +$19.2K 0.01% 684
2025
Q2 		$225K Buy
+7,671
New +$211K 0.01% 710
2024
Q4 		– Sell
-7,746
Closed -$209K – 585
2024
Q3 		$209K Sell
7,746
-1,618
-17% -$42K 0.01% 411
2024
Q2 		$238K Buy
+9,364
New +$239K 0.02% 355

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

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

Modern Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.7% in Q2 2026, buying an estimated $7.9K and bringing the position to 8,297 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Modern Wealth Management first reported a position in DFAX in Q2 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Modern Wealth Management held 8,297 shares of Dimensional World ex US Core Equity 2 ETF worth $306K as of Q2 2026.
  • Modern Wealth Management bought 215 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $7.9K.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #882 holding.
  • Modern Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and has held it in 7 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.