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

Private Wealth Management Group’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 		$32.6K Sell
884
-155
-15% -$5.7K 0.01% 287
2026
Q1 		$35.3K Hold
1,039
– – 0.01% 236
2025
Q4 		$34K Hold
1,039
– – 0.01% 230
2025
Q3 		$32.6K Sell
1,039
-135
-11% -$4.1K 0.01% 242
2025
Q2 		$34.5K Hold
1,174
– – 0.01% 216
2025
Q1 		$30.8K Hold
1,174
– – 0.01% 224
2024
Q4 		$29.2K Hold
1,174
– – 0.01% 233
2024
Q3 		$31.7K Hold
1,174
– – 0.01% 213
2024
Q2 		$29.8K Hold
1,174
– – 0.01% 212
2024
Q1 		$29.9K Sell
1,174
-2,864
-71% -$70.1K 0.01% 212
2023
Q4 		$98.6K Buy
+4,038
New +$92.3K 0.05% 99

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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

Private Wealth Management Group's DFAX Position: Q2 2026 in Review

Private Wealth Management Group reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 15% in Q2 2026, selling an estimated $5.7K and leaving 884 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #287.

Private Wealth Management Group first reported a position in DFAX in Q4 2023 and has held it in 11 quarters since. The position peaked at $98.6K in Q4 2023. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Private Wealth Management Group held 884 shares of Dimensional World ex US Core Equity 2 ETF worth $32.6K as of Q2 2026.
  • Private Wealth Management Group sold 155 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $5.7K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #287 holding.
  • Private Wealth Management Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Dimensional World ex US Core Equity 2 ETF position peaked at $98.6K in Q4 2023.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.