Northwest Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Northwest Wealth Advisors’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	$724K	Buy	19,647 +158	+0.8%	+$5.8K	0.42%	38
2026 Q1	$662K	Buy	19,489 +26	+0.1%	+$905	0.47%	36
2025 Q4	$637K	Buy	+19,463	New	+$621K	0.5%	34

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Northwest Wealth Advisors's DFAX Position: Q2 2026 in Review

Northwest Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.81% in Q2 2026, buying an estimated $5.8K and bringing the position to 19,647 shares worth $724K. The position accounts for 0.42% of the portfolio, ranked #38.

Northwest Wealth Advisors first reported a position in DFAX in Q4 2025 and has held it in 3 quarters since. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Northwest Wealth Advisors held 19,647 shares of Dimensional World ex US Core Equity 2 ETF worth $724K as of Q2 2026.
Northwest Wealth Advisors bought 158 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $5.8K.
Dimensional World ex US Core Equity 2 ETF made up 0.42% of Northwest Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Northwest Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Northwest Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.