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Samalin Investment Counsel’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Samalin Investment Counsel’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 		$327K Sell
8,863
-31
-0.3% -$1.14K 0.1% 234
2026
Q1 		$302K Buy
8,894
+313
+4% +$10.9K 0.11% 240
2025
Q4 		$281K Buy
8,581
+259
+3% +$8.26K 0.1% 245
2025
Q3 		$261K Buy
8,322
+123
+2% +$3.73K 0.09% 272
2025
Q2 		$241K Sell
8,199
-83
-1% -$2.28K 0.09% 276
2025
Q1 		$217K Buy
+8,282
New +$215K 0.09% 285
2024
Q4 		– Sell
-7,640
Closed -$206K – 304
2024
Q3 		$206K Buy
+7,640
New +$198K 0.09% 261
2023
Q3 		– Sell
-9,736
Closed -$227K – 263
2023
Q2 		$227K Buy
9,736
+173
+2% +$4.03K 0.12% 226
2023
Q1 		$221K Buy
9,563
+213
+2% +$4.87K 0.13% 210
2022
Q4 		$202K Buy
+9,350
New +$194K 0.13% 224

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
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
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Samalin Investment Counsel's DFAX Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.35% in Q2 2026, selling an estimated $1.14K and leaving 8,863 shares worth $327K. The position accounts for 0.1% of the portfolio, ranked #234.

Samalin Investment Counsel first reported a position in DFAX in Q4 2022 and has held it in 10 quarters since. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Samalin Investment Counsel held 8,863 shares of Dimensional World ex US Core Equity 2 ETF worth $327K as of Q2 2026.
  • Samalin Investment Counsel sold 31 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $1.14K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.1% of Samalin Investment Counsel's portfolio in Q2 2026, its #234 holding.
  • Samalin Investment Counsel first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 10 quarters since.
  • 714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.