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

Rialto 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 Q2	$191K	Buy	5,171 +4,288	+486%	+$158K	0.04%	175
2026 Q1	$30K	Hold	883	–	–	0.01%	332
2025 Q4	$28.9K	Hold	883	–	–	0.01%	325
2025 Q3	$27.7K	Hold	883	–	–	0.01%	315
2025 Q2	$25.9K	Hold	883	–	–	0.01%	324
2025 Q1	$23.1K	Hold	883	–	–	0.01%	334
2024 Q4	$22K	Buy	+883	New	+$22.8K	0.01%	337

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

Rialto Wealth Management's DFAX Position: Q2 2026 in Review

Rialto Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 486% in Q2 2026, buying an estimated $158K and bringing the position to 5,171 shares worth $191K. The position accounts for 0.04% of the portfolio, ranked #175.

Rialto Wealth Management first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Rialto Wealth Management held 5,171 shares of Dimensional World ex US Core Equity 2 ETF worth $191K as of Q2 2026.
Rialto Wealth Management bought 4,288 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $158K.
Dimensional World ex US Core Equity 2 ETF made up 0.04% of Rialto Wealth Management's portfolio in Q2 2026, its #175 holding.
Rialto Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.