RK
DFAX icon

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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Rather & Kittrell's DFAX Position: Q1 2026 in Review

Rather & Kittrell reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 17% in Q1 2026, selling an estimated $655K and leaving 90,995 shares worth $3.09M. The position accounts for 0.48% of the portfolio, ranked #21.

Rather & Kittrell first reported a position in DFAX in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.59M in Q4 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Rather & Kittrell held 90,995 shares of Dimensional World ex US Core Equity 2 ETF worth $3.09M as of Q1 2026.
  • Rather & Kittrell sold 18,819 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $655K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.48% of Rather & Kittrell's portfolio in Q1 2026, its #21 holding.
  • Rather & Kittrell first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 15 quarters since.
  • Rather & Kittrell's Dimensional World ex US Core Equity 2 ETF position peaked at $3.59M in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.