NDWM
DFAX icon

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

New Dimensions 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 		$1.96M Hold
57,551
– – 1.66% 10
2025
Q4 		$1.88M Hold
57,551
– – 1.61% 10
2025
Q3 		$1.81M Sell
57,551
-1,013
-2% -$30.8K 1.58% 10
2025
Q2 		$1.72M Sell
58,564
-749
-1% -$20.6K 1.57% 10
2025
Q1 		$1.55M Buy
+59,313
New +$1.54M 1.55% 10

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

New Dimensions Wealth Management's DFAX Position: Q1 2026 in Review

New Dimensions Wealth Management held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q1 2026 at 57,551 shares worth $1.96M. The position accounts for 1.66% of the portfolio, ranked #10.

New Dimensions Wealth Management first reported a position in DFAX in Q1 2025 and has held it in 5 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • New Dimensions Wealth Management held 57,551 shares of Dimensional World ex US Core Equity 2 ETF worth $1.96M as of Q1 2026.
  • New Dimensions Wealth Management left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 1.66% of New Dimensions Wealth Management's portfolio in Q1 2026, its #10 holding.
  • New Dimensions Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on New Dimensions Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.