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

Olistico Wealth’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 Q3	$59K	Buy	1,595 +15	+0.9%	+$560	0.02%	154
2026 Q2	$58.2K	Buy	1,580 +10	+0.6%	+$367	0.02%	155
2026 Q1	$53.3K	Buy	1,570 +4	+0.3%	+$139	0.03%	159
2025 Q4	$51.3K	Buy	+1,566	New	+$50K	0.03%	158
2025 Q3	–	Sell	-1,540	Closed	-$45.2K	–	154
2025 Q2	$45.2K	Buy	+1,540	New	+$42.4K	0.03%	176

Other funds holding DFAX

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

Olistico Wealth's DFAX Position: Q3 2026 in Review

Olistico Wealth increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.95% in Q3 2026, buying an estimated $560 and bringing the position to 1,595 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #154.

Olistico Wealth first reported a position in DFAX in Q2 2025 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Olistico Wealth held 1,595 shares of Dimensional World ex US Core Equity 2 ETF worth $59K as of Q3 2026.
Olistico Wealth bought 15 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $560.
Dimensional World ex US Core Equity 2 ETF made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #154 holding.
Olistico Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
234 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.