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

Physician Wealth Solutions’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	$347K	Sell	9,380 -7,354	-44%	-$275K	0.14%	38
2026 Q2	$616K	Sell	16,734 -15,553	-48%	-$571K	0.23%	33
2026 Q1	$1.1M	Sell	32,287 -42,117	-57%	-$1.47M	0.45%	26
2025 Q4	$2.44M	Sell	74,404 -15,318	-17%	-$489K	1.03%	23
2025 Q3	$2.82M	Sell	89,722 -45	-0.1%	-$1.37K	1.23%	21
2025 Q2	$2.64M	Sell	89,767 -5,369	-6%	-$148K	1.22%	21
2025 Q1	$2.49M	Buy	95,136 +219	+0.2%	+$5.69K	1.25%	22
2024 Q4	$2.36M	Buy	94,917 +384	+0.4%	+$9.9K	1.18%	22
2024 Q3	$2.45M	Buy	94,533 +53,194	+129%	+$1.38M	1.22%	22
2024 Q2	$1.05M	Buy	41,339 +17,309	+72%	+$442K	0.75%	24
2024 Q1	$611K	Buy	24,030 +8,768	+57%	+$214K	0.51%	29
2023 Q4	$373K	Buy	+15,262	New	+$349K	0.37%	32

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

Physician Wealth Solutions's DFAX Position: Q3 2026 in Review

Physician Wealth Solutions reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 44% in Q3 2026, selling an estimated $275K and leaving 9,380 shares worth $347K. The position accounts for 0.14% of the portfolio, ranked #38.

Physician Wealth Solutions first reported a position in DFAX in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.82M in Q3 2025. 249 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Physician Wealth Solutions held 9,380 shares of Dimensional World ex US Core Equity 2 ETF worth $347K as of Q3 2026.
Physician Wealth Solutions sold 7,354 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $275K.
Dimensional World ex US Core Equity 2 ETF made up 0.14% of Physician Wealth Solutions's portfolio in Q3 2026, its #38 holding.
Physician Wealth Solutions first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 12 quarters since.
Physician Wealth Solutions's Dimensional World ex US Core Equity 2 ETF position peaked at $2.82M in Q3 2025.
249 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.