RAM Investment Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

RAM Investment Partners’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	$5.55M	Sell	150,533 -1,460	-1%	-$53.6K	0.89%	15
2026 Q1	$5.16M	Sell	151,993 -5,299	-3%	-$184K	0.91%	15
2025 Q4	$5.15M	Sell	157,292 -1,624	-1%	-$51.8K	0.93%	15
2025 Q3	$4.99M	Sell	158,916 -1,703	-1%	-$51.7K	0.94%	16
2025 Q2	$4.72M	Sell	160,619 -6,248	-4%	-$172K	0.99%	13
2025 Q1	$4.37M	Sell	166,867 -1,050	-0.6%	-$27.3K	1.08%	12
2024 Q4	$4.17M	Sell	167,917 -408	-0.2%	-$10.6K	1.03%	12
2024 Q3	$4.55M	Sell	168,325 -1,414	-0.8%	-$36.7K	1.18%	12
2024 Q2	$4.31M	Sell	169,739 -5,859	-3%	-$150K	1.25%	12
2024 Q1	$4.47M	Sell	175,598 -6,414	-4%	-$157K	1.4%	12
2023 Q4	$4.44M	Sell	182,012 -9,535	-5%	-$218K	1.55%	11
2023 Q3	$4.31M	Sell	191,547 -2,250	-1%	-$52.6K	1.82%	10
2023 Q2	$4.52M	Sell	193,797 -6,747	-3%	-$157K	1.89%	10
2023 Q1	$4.62M	Sell	200,544 -4,291	-2%	-$98K	2.49%	9
2022 Q4	$4.42M	Buy	+204,835	New	+$4.26M	2.72%	9

Other funds holding DFAX

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

RAM Investment Partners's DFAX Position: Q2 2026 in Review

RAM Investment Partners reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.96% in Q2 2026, selling an estimated $53.6K and leaving 150,533 shares worth $5.55M. The position accounts for 0.89% of the portfolio, ranked #15.

RAM Investment Partners first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. 360 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

RAM Investment Partners held 150,533 shares of Dimensional World ex US Core Equity 2 ETF worth $5.55M as of Q2 2026.
RAM Investment Partners sold 1,460 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $53.6K.
Dimensional World ex US Core Equity 2 ETF made up 0.89% of RAM Investment Partners's portfolio in Q2 2026, its #15 holding.
RAM Investment Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
360 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.