RW
DFAX icon

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

RVW Wealth’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 		$506K Hold
13,729
– – 0.03% 115
2026
Q1 		$466K Sell
13,729
-439
-3% -$15.3K 0.04% 117
2025
Q4 		$464K Hold
14,168
– – 0.04% 116
2025
Q3 		$445K Hold
14,168
– – 0.03% 117
2025
Q2 		$416K Sell
14,168
-448
-3% -$12.3K 0.04% 114
2025
Q1 		$383K Sell
14,616
-5,120
-26% -$133K 0.04% 111
2024
Q4 		$491K Sell
19,736
-331
-2% -$8.56K 0.05% 92
2024
Q3 		$542K Buy
20,067
+3
+0% +$78 0.05% 90
2024
Q2 		$510K Sell
20,064
-147
-0.7% -$3.76K 0.05% 91
2024
Q1 		$514K Sell
20,211
-1,027
-5% -$25.1K 0.05% 87
2023
Q4 		$519K Buy
21,238
+5
+0% +$114 0.06% 92
2023
Q3 		$478K Sell
21,233
-4,090
-16% -$95.7K 0.06% 91
2023
Q2 		$590K Sell
25,323
-269
-1% -$6.26K 0.07% 89
2023
Q1 		$590K Sell
25,592
-5,173
-17% -$118K 0.07% 91
2022
Q4 		$665K Buy
30,765
+3,107
+11% +$64.6K 0.08% 87
2022
Q3 		$522K Sell
27,658
-3,387
-11% -$71.9K 0.07% 93
2022
Q2 		$666K Buy
31,045
+3,288
+12% +$76.5K 0.09% 82
2022
Q1 		$693K Hold
27,757
– – 0.08% 81
2021
Q4 		$725K Buy
27,757
+8
+0% +$209 0.08% 77
2021
Q3 		$1M Buy
+27,749
New +$734K 0.12% 63

Other funds holding DFAX

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return