RF&L Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

RF&L Wealth 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 Q3	$1.54M	Sell	41,686 -530	-1%	-$19.8K	1.04%	20
2026 Q2	$1.56M	Sell	42,216 -115	-0.3%	-$4.22K	1.05%	20
2026 Q1	$1.44M	Hold	42,331	–	–	1.08%	20
2025 Q4	$1.39M	Hold	42,331	–	–	0.78%	29
2025 Q3	$1.33M	Hold	42,331	–	–	0.78%	29
2025 Q2	$1.24M	Sell	42,331 -570	-1%	-$15.7K	0.8%	30
2025 Q1	$1.12M	Sell	42,901 -262	-0.6%	-$6.8K	0.8%	31
2024 Q4	$1.07M	Sell	43,163 -40	-0.1%	-$1.04K	0.76%	30
2024 Q3	$1.17M	Sell	43,203 -300	-0.7%	-$7.78K	0.83%	29
2024 Q2	$1.11M	Hold	43,503	–	–	0.84%	27
2024 Q1	$1.11M	Sell	43,503 -978	-2%	-$23.9K	0.85%	27
2023 Q4	$1.09M	Hold	44,481	–	–	0.9%	27
2023 Q3	$1M	Sell	44,481 -743	-2%	-$17.4K	0.93%	26
2023 Q2	$1.05M	Sell	45,224 -2,275	-5%	-$53K	0.96%	27
2023 Q1	$1.1M	Sell	47,499 -246	-0.5%	-$5.62K	1.06%	22
2022 Q4	$1.03M	Buy	+47,745	New	+$993K	1.06%	23

Other funds holding DFAX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

RF&L Wealth Management's DFAX Position: Q3 2026 in Review

RF&L Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.3% in Q3 2026, selling an estimated $19.8K and leaving 41,686 shares worth $1.54M. The position accounts for 1.04% of the portfolio, ranked #20.

RF&L Wealth Management first reported a position in DFAX in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.56M in Q2 2026. 450 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

RF&L Wealth Management held 41,686 shares of Dimensional World ex US Core Equity 2 ETF worth $1.54M as of Q3 2026.
RF&L Wealth Management sold 530 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $19.8K.
Dimensional World ex US Core Equity 2 ETF made up 1.04% of RF&L Wealth Management's portfolio in Q3 2026, its #20 holding.
RF&L Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
RF&L Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $1.56M in Q2 2026.
450 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.