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

Ruedi 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 Q1	$16M	Sell	471,355 -24,892	-5%	-$866K	4.12%	6
2025 Q4	$16.2M	Sell	496,247 -9,765	-2%	-$312K	4.26%	6
2025 Q3	$15.9M	Sell	506,012 -1,024	-0.2%	-$31.1K	4.45%	5
2025 Q2	$14.9M	Buy	507,036 +44,101	+10%	+$1.21M	4.42%	6
2025 Q1	$12.1M	Sell	462,935 -9,990	-2%	-$259K	3.8%	8
2024 Q4	$11.8M	Buy	472,925 +14,950	+3%	+$387K	3.71%	8
2024 Q3	$12.4M	Sell	457,975 -10,509	-2%	-$273K	4.25%	7
2024 Q2	$11.9M	Buy	468,484 +5,523	+1%	+$141K	4.69%	8
2024 Q1	$11.8M	Buy	462,961 +3,569	+0.8%	+$87.3K	4.96%	6
2023 Q4	$11.2M	Buy	459,392 +11,400	+3%	+$261K	5.29%	6
2023 Q3	$10.1M	Buy	447,992 +42,519	+10%	+$994K	5.78%	5
2023 Q2	$9.45M	Buy	405,473 +40,838	+11%	+$951K	5.56%	5
2023 Q1	$8.41M	Buy	364,635 +28,334	+8%	+$647K	5.4%	6
2022 Q4	$7.26M	Buy	+336,301	New	+$6.99M	5.12%	6

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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 $10.6B AUM 34.1% 1-Year Est. Return

Ruedi Wealth Management's DFAX Position: Q1 2026 in Review

Ruedi Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 5% in Q1 2026, selling an estimated $866K and leaving 471,355 shares worth $16M. The position accounts for 4.12% of the portfolio, ranked #6.

Ruedi Wealth Management first reported a position in DFAX in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.2M in Q4 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Ruedi Wealth Management held 471,355 shares of Dimensional World ex US Core Equity 2 ETF worth $16M as of Q1 2026.
Ruedi Wealth Management sold 24,892 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $866K.
Dimensional World ex US Core Equity 2 ETF made up 4.12% of Ruedi Wealth Management's portfolio in Q1 2026, its #6 holding.
Ruedi Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
Ruedi Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $16.2M 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 Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.