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

PBMares 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
2025
Q3 		$8.26M Sell
263,148
-1,454
-0.5% -$44.2K 1.34% 19
2025
Q2 		$7.77M Sell
264,602
-792
-0.3% -$21.8K 1.42% 15
2025
Q1 		$6.95M Sell
265,394
-26,730
-9% -$694K 1.39% 16
2024
Q4 		$7.26M Buy
292,124
+16,837
+6% +$436K 1.48% 15
2024
Q3 		$7.44M Sell
275,287
-9,029
-3% -$234K 1.55% 15
2024
Q2 		$7.23M Sell
284,316
-2,318
-0.8% -$59.2K 1.77% 16
2024
Q1 		$7.29M Buy
286,634
+3,873
+1% +$94.7K 1.9% 15
2023
Q4 		$6.91M Sell
282,761
-2,948
-1% -$67.4K 2.07% 15
2023
Q3 		$6.43M Sell
285,709
-7,672
-3% -$179K 2.32% 10
2023
Q2 		$6.84M Buy
293,381
+953
+0.3% +$22.2K 2.45% 10
2023
Q1 		$6.74M Sell
292,428
-521
-0.2% -$11.9K 2.51% 8
2022
Q4 		$6.33M Sell
292,949
-11,287
-4% -$235K 2.56% 8
2022
Q3 		$5.75M Sell
304,236
-24,897
-8% -$529K 2.51% 9
2022
Q2 		$7.06M Buy
+329,133
New +$7.66M 3.02% 8
2022
Q1 		– Sell
-293,158
Closed -$7.65M – 157
2021
Q4 		$7.65M Buy
293,158
+8,238
+3% +$215K 3.23% 7
2021
Q3 		$7.37M Buy
+284,920
New +$7.54M 3.51% 6

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PBMares Wealth Management's DFAX Position: Q3 2025 in Review

PBMares Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.55% in Q3 2025, selling an estimated $44.2K and leaving 263,148 shares worth $8.26M. The position accounts for 1.34% of the portfolio, ranked #19.

PBMares Wealth Management first reported a position in DFAX in Q3 2021 and has held it in 16 quarters since. 602 funds tracked by Wall St. Rank hold DFAX as of Q3 2025.

  • PBMares Wealth Management held 263,148 shares of Dimensional World ex US Core Equity 2 ETF worth $8.26M as of Q3 2025.
  • PBMares Wealth Management sold 1,454 Dimensional World ex US Core Equity 2 ETF shares in Q3 2025, an estimated $44.2K.
  • Dimensional World ex US Core Equity 2 ETF made up 1.34% of PBMares Wealth Management's portfolio in Q3 2025, its #19 holding.
  • PBMares Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 16 quarters since.
  • 602 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.