Rather & Kittrell’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Rather & Kittrell’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	$3.71M	Buy	100,761 +9,766	+11%	+$359K	0.52%	20
2026 Q1	$3.09M	Sell	90,995 -18,819	-17%	-$655K	0.48%	21
2025 Q4	$3.59M	Sell	109,814 -851	-0.8%	-$27.1K	0.58%	20
2025 Q3	$3.47M	Sell	110,665 -1,355	-1%	-$41.1K	0.61%	20
2025 Q2	$3.29M	Sell	112,020 -1,309	-1%	-$36K	0.65%	20
2025 Q1	$2.97M	Buy	113,329 +23,623	+26%	+$613K	0.64%	20
2024 Q4	$2.23M	Buy	89,706 +14,991	+20%	+$388K	0.52%	23
2024 Q3	$2.02M	Buy	74,715 +1,116	+2%	+$29K	0.49%	24
2024 Q2	$1.87M	Buy	73,599 +3,212	+5%	+$82.1K	0.51%	25
2024 Q1	$1.79M	Buy	70,387 +13,021	+23%	+$319K	0.54%	25
2023 Q4	$1.4M	Buy	57,366 +6,891	+14%	+$158K	0.49%	30
2023 Q3	$1.14M	Buy	50,475 +4,490	+10%	+$105K	0.46%	31
2023 Q2	$1.07M	Buy	45,985 +6,626	+17%	+$154K	0.45%	31
2023 Q1	$908K	Buy	39,359 +8,854	+29%	+$202K	0.41%	34
2022 Q4	$659K	Buy	+30,505	New	+$634K	0.35%	38
2022 Q1	–	Sell	-4,617	Closed	-$120K	–	111
2021 Q4	$120K	Buy	+4,617	New	+$121K	0.11%	80

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Rather & Kittrell's DFAX Position: Q2 2026 in Review

Rather & Kittrell increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 11% in Q2 2026, buying an estimated $359K and bringing the position to 100,761 shares worth $3.71M. The position accounts for 0.52% of the portfolio, ranked #20.

Rather & Kittrell first reported a position in DFAX in Q4 2021 and has held it in 16 quarters since. 711 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Rather & Kittrell held 100,761 shares of Dimensional World ex US Core Equity 2 ETF worth $3.71M as of Q2 2026.
Rather & Kittrell bought 9,766 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $359K.
Dimensional World ex US Core Equity 2 ETF made up 0.52% of Rather & Kittrell's portfolio in Q2 2026, its #20 holding.
Rather & Kittrell first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 16 quarters since.
711 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.