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

Oakwell Private 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 Q2	$294K	Hold	7,981	–	–	0.05%	71
2026 Q1	$271K	Hold	7,981	–	–	0.05%	70
2025 Q4	$261K	Hold	7,981	–	–	0.05%	68
2025 Q3	$250K	Hold	7,981	–	–	0.05%	69
2025 Q2	$234K	Hold	7,981	–	–	0.05%	67
2025 Q1	$209K	Buy	+7,981	New	+$207K	0.06%	66
2024 Q4	–	Sell	-7,981	Closed	-$216K	–	61
2024 Q3	$216K	Hold	7,981	–	–	0.06%	58
2024 Q2	$203K	Hold	7,981	–	–	0.06%	63
2024 Q1	$203K	Buy	+7,981	New	+$195K	0.06%	64
2022 Q2	–	Sell	-8,148	Closed	-$203K	–	60
2022 Q1	$203K	Hold	8,148	–	–	0.1%	58
2021 Q4	$213K	Sell	8,148 -6,012	-42%	-$157K	0.11%	60
2021 Q3	$366K	Buy	+14,160	New	+$375K	0.2%	51

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 22.96% 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 $1.08B AUM 19.77% 1-Year Est. Return

FMI

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

Oakwell Private Wealth Management's DFAX Position: Q2 2026 in Review

Oakwell Private Wealth Management held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 7,981 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #71.

Oakwell Private Wealth Management first reported a position in DFAX in Q3 2021 and has held it in 12 quarters since. The position peaked at $366K in Q3 2021. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Oakwell Private Wealth Management held 7,981 shares of Dimensional World ex US Core Equity 2 ETF worth $294K as of Q2 2026.
Oakwell Private Wealth Management left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.05% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #71 holding.
Oakwell Private Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 12 quarters since.
Oakwell Private Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $366K in Q3 2021.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.