MWM
DFAX icon

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

Momentous 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
Q1 		$24.7M Sell
728,287
-49,231
-6% -$1.71M 14.14% 3
2025
Q4 		$25.4M Buy
777,518
+35,123
+5% +$1.12M 14.43% 3
2025
Q3 		$23.3M Sell
742,395
-6,295
-0.8% -$191K 14.77% 3
2025
Q2 		$22M Buy
748,690
+24,831
+3% +$683K 14.21% 3
2025
Q1 		$19M Buy
723,859
+111,560
+18% +$2.9M 13.42% 3
2024
Q4 		$15.2M Buy
+612,299
New +$15.8M 12.62% 3

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
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
GT
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

Momentous Wealth Management's DFAX Position: Q1 2026 in Review

Momentous Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 6.3% in Q1 2026, selling an estimated $1.71M and leaving 728,287 shares worth $24.7M. The position accounts for 14.14% of the portfolio, ranked #3.

Momentous Wealth Management first reported a position in DFAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.4M in Q4 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Momentous Wealth Management held 728,287 shares of Dimensional World ex US Core Equity 2 ETF worth $24.7M as of Q1 2026.
  • Momentous Wealth Management sold 49,231 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $1.71M.
  • Dimensional World ex US Core Equity 2 ETF made up 14.14% of Momentous Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Momentous Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Momentous Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $25.4M in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.