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Morton Capital Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Morton Capital 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 		$81.2M Buy
2,391,645
+107,505
+5% +$3.74M 12.09% 3
2025
Q4 		$74.8M Buy
2,284,140
+73,536
+3% +$2.35M 11.48% 3
2025
Q3 		$69.4M Buy
2,210,604
+23,105
+1% +$702K 11.38% 3
2025
Q2 		$64.2M Buy
2,187,499
+70,713
+3% +$1.95M 11.39% 3
2025
Q1 		$55.5M Buy
2,116,786
+78,657
+4% +$2.04M 10.71% 3
2024
Q4 		$50.7M Sell
2,038,129
-44,357
-2% -$1.15M 9.55% 3
2024
Q3 		$56.2M Sell
2,082,486
-44,880
-2% -$1.16M 11.07% 3
2024
Q2 		$54.1M Buy
2,127,366
+54,977
+3% +$1.4M 12.84% 2
2024
Q1 		$52.7M Buy
2,072,389
+87,306
+4% +$2.14M 14.23% 2
2023
Q4 		$48.5M Buy
1,985,083
+77,943
+4% +$1.78M 14.4% 2
2023
Q3 		$42.9M Buy
1,907,140
+63,235
+3% +$1.48M 15.21% 2
2023
Q2 		$43M Buy
1,843,905
+39,609
+2% +$923K 14.68% 2
2023
Q1 		$41.6M Sell
1,804,296
-106,080
-6% -$2.42M 14.72% 2
2022
Q4 		$41.3M Buy
1,910,376
+78,282
+4% +$1.63M 16.11% 2
2022
Q3 		$34.6M Buy
1,832,094
+18,270
+1% +$388K 15.75% 2
2022
Q2 		$38.9M Buy
1,813,824
+104,851
+6% +$2.44M 16.94% 2
2022
Q1 		$42.6M Buy
1,708,973
+44,762
+3% +$1.13M 17.49% 2
2021
Q4 		$43.5M Buy
+1,664,211
New +$43.5M 17.58% 2

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

Morton Capital Management's DFAX Position: Q1 2026 in Review

Morton Capital Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.7% in Q1 2026, buying an estimated $3.74M and bringing the position to 2,391,645 shares worth $81.2M. The position accounts for 12.09% of the portfolio, ranked #3.

Morton Capital Management first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Morton Capital Management held 2,391,645 shares of Dimensional World ex US Core Equity 2 ETF worth $81.2M as of Q1 2026.
  • Morton Capital Management bought 107,505 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $3.74M.
  • Dimensional World ex US Core Equity 2 ETF made up 12.09% of Morton Capital Management's portfolio in Q1 2026, its #3 holding.
  • Morton Capital Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Morton Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.