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Prudent Man Investment Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Prudent Man Investment 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
Q2 		$1.39M Hold
42,556
– – 0.48% 10
2026
Q1 		$1.39M Hold
42,556
– – 0.47% 10
2025
Q4 		$1.39M Sell
42,556
-6,781
-14% -$216K 0.47% 10
2025
Q3 		$1.23M Sell
49,337
-26
-0.1% -$790 0.68% 10
2025
Q2 		$1.23M Hold
49,363
– – 0.68% 10
2025
Q1 		$1.23M Hold
49,363
– – 0.68% 10
2024
Q4 		$1.23M Buy
+49,363
New +$1.28M 0.68% 10

Other funds holding DFAX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

Prudent Man Investment Management's DFAX Position: Q2 2026 in Review

Prudent Man Investment Management held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 42,556 shares worth $1.39M. The position accounts for 0.48% of the portfolio, ranked #10.

Prudent Man Investment Management first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 378 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Prudent Man Investment Management held 42,556 shares of Dimensional World ex US Core Equity 2 ETF worth $1.39M as of Q2 2026.
  • Prudent Man Investment Management left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 0.48% of Prudent Man Investment Management's portfolio in Q2 2026, its #10 holding.
  • Prudent Man Investment Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 378 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.