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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
Q3 		$508K Hold
13,729
– – 0.03% 119
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 $1.11B AUM 11.16% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
WC
Wolfstich Capital Medfield, Massachusetts $123M AUM 8.42% 1-Year Est. Return

RVW Wealth's DFAX Position: Q3 2026 in Review

RVW Wealth held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q3 2026 at 13,729 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #119.

RVW Wealth first reported a position in DFAX in Q3 2021 and has held it in 21 quarters since. The position peaked at $1M in Q3 2021. 97 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • RVW Wealth held 13,729 shares of Dimensional World ex US Core Equity 2 ETF worth $508K as of Q3 2026.
  • RVW Wealth left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q3 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 0.03% of RVW Wealth's portfolio in Q3 2026, its #119 holding.
  • RVW Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 21 quarters since.
  • RVW Wealth's Dimensional World ex US Core Equity 2 ETF position peaked at $1M in Q3 2021.
  • 97 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.