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

Rockwood 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	$3.74M	Sell	101,538 -565	-0.6%	-$20.8K	0.24%	19
2026 Q1	$3.47M	Sell	102,103 -1,045	-1%	-$36.4K	0.25%	19
2025 Q4	$3.38M	Sell	103,148 -2,830	-3%	-$90.3K	0.25%	19
2025 Q3	$3.33M	Sell	105,978 -181	-0.2%	-$5.5K	0.27%	19
2025 Q2	$3.12M	Sell	106,159 -383	-0.4%	-$10.5K	0.27%	19
2025 Q1	$2.79M	Sell	106,542 -1,483	-1%	-$38.5K	0.28%	20
2024 Q4	$2.68M	Sell	108,025 -892	-0.8%	-$23.1K	0.29%	20
2024 Q3	$2.94M	Sell	108,917 -1	-0%	-$26	0.32%	19
2024 Q2	$2.77M	Hold	108,918	–	–	0.34%	20
2024 Q1	$2.77M	Sell	108,918 -720	-0.7%	-$17.6K	0.36%	19
2023 Q4	$2.68M	Buy	109,638 +5,532	+5%	+$127K	0.39%	18
2023 Q3	$2.34M	Buy	104,106 +2,540	+3%	+$59.4K	0.39%	17
2023 Q2	$2.37M	Sell	101,566 -9,368	-8%	-$218K	0.41%	18
2023 Q1	$2.56M	Buy	110,934 +8,540	+8%	+$195K	0.51%	16
2022 Q4	$2.21M	Sell	102,394 -10,221	-9%	-$212K	0.52%	18
2022 Q3	$2.13M	Sell	112,615 -2,187	-2%	-$46.4K	0.68%	16
2022 Q2	$2.46M	Buy	114,802 +227	+0.2%	+$5.28K	1.15%	8
2022 Q1	$2.86M	Sell	114,575 -386	-0.3%	-$9.78K	1.37%	4
2021 Q4	$3M	Buy	+114,961	New	+$3M	1.33%	4

Other funds holding DFAX

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

CCMI

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

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

Rockwood Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.55% in Q2 2026, selling an estimated $20.8K and leaving 101,538 shares worth $3.74M. The position accounts for 0.24% of the portfolio, ranked #19.

Rockwood Wealth Management first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 358 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Rockwood Wealth Management held 101,538 shares of Dimensional World ex US Core Equity 2 ETF worth $3.74M as of Q2 2026.
Rockwood Wealth Management sold 565 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $20.8K.
Dimensional World ex US Core Equity 2 ETF made up 0.24% of Rockwood Wealth Management's portfolio in Q2 2026, its #19 holding.
Rockwood Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
358 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.