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

Perigon 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 		$1.71M Sell
50,469
-16
-0% -$557 0.03% 408
2025
Q4 		$1.65M Sell
50,485
-361
-0.7% -$11.5K 0.03% 412
2025
Q3 		$1.6M Sell
50,846
-135
-0.3% -$4.1K 0.03% 403
2025
Q2 		$1.5M Buy
50,981
+86
+0.2% +$2.37K 0.04% 391
2025
Q1 		$1.33M Buy
50,895
+18
+0% +$467 0.03% 386
2024
Q4 		$1.27M Buy
50,877
+71
+0.1% +$1.84K 0.03% 390
2024
Q3 		$1.37M Sell
50,806
-275
-0.5% -$7.13K 0.04% 362
2024
Q2 		$1.3M Buy
51,081
+37,306
+271% +$953K 0.04% 318
2024
Q1 		$350K Buy
13,775
+152
+1% +$3.72K 0.01% 631
2023
Q4 		$333K Buy
+13,623
New +$312K 0.01% 617

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 $377B AUM 19.32% 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 $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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B 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

Perigon Wealth Management's DFAX Position: Q1 2026 in Review

Perigon Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.03% in Q1 2026, selling an estimated $557 and leaving 50,469 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #408.

Perigon Wealth Management first reported a position in DFAX in Q4 2023 and has held it in 10 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Perigon Wealth Management held 50,469 shares of Dimensional World ex US Core Equity 2 ETF worth $1.71M as of Q1 2026.
  • Perigon Wealth Management sold 16 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $557.
  • Dimensional World ex US Core Equity 2 ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #408 holding.
  • Perigon Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.