Perigon Wealth Management
DFAX icon

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
Q3 		$3.47M Buy
93,726
+3,189
+4% +$119K 0.05% 286
2026
Q2 		$3.34M Buy
90,537
+40,068
+79% +$1.47M 0.05% 305
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

Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Creative Capital Management Investments
Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Perigon Wealth Management's DFAX Position: Q3 2026 in Review

Perigon Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.5% in Q3 2026, buying an estimated $119K and bringing the position to 93,726 shares worth $3.47M. The position accounts for 0.05% of the portfolio, ranked #286.

Perigon Wealth Management first reported a position in DFAX in Q4 2023 and has held it in 12 quarters since. 296 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • Perigon Wealth Management held 93,726 shares of Dimensional World ex US Core Equity 2 ETF worth $3.47M as of Q3 2026.
  • Perigon Wealth Management bought 3,189 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $119K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.05% of Perigon Wealth Management's portfolio in Q3 2026, its #286 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 12 quarters since.
  • 296 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.