SWA
DFAX icon

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

Sax Wealth Advisors’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 		$9.87M Buy
290,463
+37,699
+15% +$1.39M 0.4% 48
2026
Q1 		$8.27M Sell
252,764
-2,430
-1% -$84.6K 0.4% 46
2025
Q4 		$8.35M Sell
255,194
-2,826
-1% -$90.1K 0.39% 46
2025
Q3 		$8.1M Sell
258,020
-8,288
-3% -$252K 0.44% 38
2025
Q2 		$7.82M Sell
266,308
-4,961
-2% -$137K 0.47% 35
2025
Q1 		$7.11M Sell
271,269
-2,966
-1% -$77K 0.51% 33
2024
Q4 		$6.82M Sell
274,235
-11,089
-4% -$287K 0.53% 29
2024
Q3 		$7.71M Buy
285,324
+6,753
+2% +$175K 0.69% 24
2024
Q2 		$7.08M Buy
278,571
+200,288
+256% +$5.12M 0.67% 27
2024
Q1 		$1.99M Buy
78,283
+1,446
+2% +$35.4K 0.23% 47
2023
Q4 		$1.88M Buy
76,837
+11
+0% +$252 0.31% 54
2023
Q3 		$1.73M Sell
76,826
-1,592
-2% -$37.2K 0.34% 49
2023
Q2 		$1.83M Sell
78,418
-8,642
-10% -$201K 0.36% 48
2023
Q1 		$2.01M Sell
87,060
-21,760
-20% -$497K 0.44% 43
2022
Q4 		$2.35M Sell
108,820
-2,143
-2% -$44.6K 0.54% 36
2022
Q3 		$2.1M Sell
110,963
-2,209
-2% -$46.9K 0.54% 34
2022
Q2 		$2.43M Sell
113,172
-2,033
-2% -$47.3K 0.62% 33
2022
Q1 		$2.87M Sell
115,205
-23,409
-17% -$593K 0.7% 31
2021
Q4 		$3.62M Buy
+138,614
New +$3.62M 0.75% 28

Other funds holding DFAX

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return

Sax Wealth Advisors's DFAX Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 15% in Q2 2026, buying an estimated $1.39M and bringing the position to 290,463 shares worth $9.87M. The position accounts for 0.4% of the portfolio, ranked #48.

Sax Wealth Advisors first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 165 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Sax Wealth Advisors held 290,463 shares of Dimensional World ex US Core Equity 2 ETF worth $9.87M as of Q2 2026.
  • Sax Wealth Advisors bought 37,699 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $1.39M.
  • Dimensional World ex US Core Equity 2 ETF made up 0.4% of Sax Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Sax Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 165 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.