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

Northwestern Mutual 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 		$4.03M Buy
118,709
+38,222
+47% +$1.33M ﹤0.01% 875
2025
Q4 		$2.63M Buy
80,487
+2,554
+3% +$81.5K ﹤0.01% 970
2025
Q3 		$2.45M Sell
77,933
-1,953
-2% -$59.3K ﹤0.01% 947
2025
Q2 		$2.35M Buy
79,886
+13,218
+20% +$364K ﹤0.01% 898
2025
Q1 		$1.75M Buy
66,668
+14,802
+29% +$384K ﹤0.01% 950
2024
Q4 		$1.29M Buy
51,866
+20,591
+66% +$533K ﹤0.01% 985
2024
Q3 		$845K Buy
31,275
+4,783
+18% +$124K ﹤0.01% 1123
2024
Q2 		$673K Sell
26,492
-1,986
-7% -$50.8K ﹤0.01% 1149
2024
Q1 		$724K Buy
28,478
+1,470
+5% +$36K ﹤0.01% 1114
2023
Q4 		$660K Sell
27,008
-1,738
-6% -$39.7K ﹤0.01% 1109
2023
Q3 		$647K Sell
28,746
-3,981
-12% -$93.1K ﹤0.01% 1069
2023
Q2 		$763K Buy
32,727
+3,303
+11% +$76.9K ﹤0.01% 1029
2023
Q1 		$679K Buy
29,424
+12,450
+73% +$284K ﹤0.01% 1037
2022
Q4 		$367K Buy
16,974
+495
+3% +$10.3K ﹤0.01% 1213
2022
Q3 		$311K Buy
16,479
+270
+2% +$5.73K ﹤0.01% 1239
2022
Q2 		$348K Sell
16,209
-11,594
-42% -$270K ﹤0.01% 1191
2022
Q1 		$694K Buy
27,803
+1,013
+4% +$25.7K ﹤0.01% 963
2021
Q4 		$699K Sell
26,790
-3
-0% -$78 ﹤0.01% 952
2021
Q3 		$693K Buy
+26,793
New +$709K ﹤0.01% 876

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 $445B AUM 25.58% 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 $925M AUM 23.6% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $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

Northwestern Mutual Wealth Management's DFAX Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 47% in Q1 2026, buying an estimated $1.33M and bringing the position to 118,709 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Northwestern Mutual Wealth Management first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. 697 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Northwestern Mutual Wealth Management held 118,709 shares of Dimensional World ex US Core Equity 2 ETF worth $4.03M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 38,222 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $1.33M.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #875 holding.
  • Northwestern Mutual Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • 697 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.