OC
DFAX icon

Optima Capital’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Optima Capital’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 		$304K Buy
8,252
+85
+1% +$3.12K 0.12% 129
2026
Q1 		$277K Buy
8,167
+14
+0.2% +$487 0.13% 130
2025
Q4 		$267K Buy
8,153
+43
+0.5% +$1.37K 0.12% 133
2025
Q3 		$254K Buy
8,110
+48
+0.6% +$1.46K 0.12% 135
2025
Q2 		$237K Buy
+8,062
New +$222K 0.13% 142

Other funds holding DFAX

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

Optima Capital's DFAX Position: Q2 2026 in Review

Optima Capital increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1% in Q2 2026, buying an estimated $3.12K and bringing the position to 8,252 shares worth $304K. The position accounts for 0.12% of the portfolio, ranked #129.

Optima Capital first reported a position in DFAX in Q2 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Optima Capital held 8,252 shares of Dimensional World ex US Core Equity 2 ETF worth $304K as of Q2 2026.
  • Optima Capital bought 85 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $3.12K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.12% of Optima Capital's portfolio in Q2 2026, its #129 holding.
  • Optima Capital first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.