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Retirement Solution’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Retirement Solution’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
Q3 		$2.73M Buy
73,791
+1,296
+2% +$48.4K 0.6% 12
2026
Q2 		$2.67M Sell
72,495
-672
-0.9% -$24.7K 1.19% 12
2026
Q1 		$2.49M Sell
73,167
-1,238
-2% -$43.1K 0.59% 11
2025
Q4 		$2.44M Buy
74,405
+10,169
+16% +$324K 0.54% 13
2025
Q3 		$2.02M Buy
64,236
+11
+0% +$334 0.48% 13
2025
Q2 		$1.89M Buy
64,225
+6,270
+11% +$173K 0.48% 12
2025
Q1 		$1.52M Sell
57,955
-32,840
-36% -$853K 0.43% 12
2024
Q4 		$2.26M Buy
90,795
+8,241
+10% +$213K 0.59% 16
2024
Q3 		$2.22M Buy
82,554
+5,689
+7% +$148K 0.54% 16
2024
Q2 		$1.95M Buy
76,865
+6,587
+9% +$168K 0.53% 16
2024
Q1 		$1.79M Buy
70,278
+6,142
+10% +$150K 0.48% 17
2023
Q4 		$1.57M Buy
64,136
+10,787
+20% +$247K 0.46% 18
2023
Q3 		$1.2M Buy
53,349
+29,593
+125% +$692K 0.4% 21
2023
Q2 		$554K Buy
23,756
+874
+4% +$20.4K 0.18% 27
2023
Q1 		$528K Buy
+22,882
New +$523K 0.19% 26

Other funds holding DFAX

Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Creative Capital Management Investments
Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
New Capital Management
New Capital Management Houston, Texas $447M AUM 10.99% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Retirement Solution's DFAX Position: Q3 2026 in Review

Retirement Solution increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.8% in Q3 2026, buying an estimated $48.4K and bringing the position to 73,791 shares worth $2.73M. The position accounts for 0.6% of the portfolio, ranked #12.

Retirement Solution first reported a position in DFAX in Q1 2023 and has held it in 15 quarters since. 311 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • Retirement Solution held 73,791 shares of Dimensional World ex US Core Equity 2 ETF worth $2.73M as of Q3 2026.
  • Retirement Solution bought 1,296 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $48.4K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.6% of Retirement Solution's portfolio in Q3 2026, its #12 holding.
  • Retirement Solution first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2023 and has held it in 15 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.