RW Investment Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

RW Investment 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	101,497 -1,711	-2%	-$62.9K	0.33%	23
2026 Q1	$3.51M	Buy	+103,208	New	+$3.59M	0.34%	23
2025 Q3	$3.2M	Sell	101,922 -541	-0.5%	-$16.4K	0.33%	21
2025 Q2	$3.01M	Hold	102,463	–	–	0.34%	21
2025 Q1	$2.68M	Sell	102,463 -764	-0.7%	-$19.8K	0.33%	21
2024 Q4	$2.57M	Buy	103,227 +11,714	+13%	+$303K	0.31%	21
2024 Q3	$2.47M	Sell	91,513 -574	-0.6%	-$14.9K	0.31%	20
2024 Q2	$2.34M	Sell	92,087 -2,339	-2%	-$59.8K	0.32%	19
2024 Q1	$2.4M	Buy	94,426 +4,033	+4%	+$98.7K	0.33%	19
2023 Q4	$2.21M	Sell	90,393 -12,479	-12%	-$285K	0.34%	19
2023 Q3	$2.32M	Buy	102,872 +1,449	+1%	+$33.9K	0.42%	18
2023 Q2	$2.36M	Sell	101,423 -693	-0.7%	-$16.1K	0.49%	18
2023 Q1	$2.35M	Sell	102,116 -89	-0.1%	-$2.03K	0.66%	17
2022 Q4	$2.21M	Buy	+102,205	New	+$2.12M	0.87%	16

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

RW Investment Management's DFAX Position: Q2 2026 in Review

RW Investment Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.7% in Q2 2026, selling an estimated $62.9K and leaving 101,497 shares worth $3.74M. The position accounts for 0.33% of the portfolio, ranked #23.

RW Investment Management first reported a position in DFAX in Q4 2022 and has held it in 14 quarters since. 713 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

RW Investment Management held 101,497 shares of Dimensional World ex US Core Equity 2 ETF worth $3.74M as of Q2 2026.
RW Investment Management sold 1,711 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $62.9K.
Dimensional World ex US Core Equity 2 ETF made up 0.33% of RW Investment Management's portfolio in Q2 2026, its #23 holding.
RW Investment 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.
713 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.