SB Capital Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

SB Capital 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
2025 Q4	$321K	Buy	+9,809	New	+$313K	0.12%	79

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

SB Capital Management's DFAX Position: Q4 2025 in Review

SB Capital Management opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2025: 9,809 shares worth $321K. The stake represents 0.12% of the portfolio and ranks #79 among its holdings.

671 funds tracked by Wall St. Rank hold DFAX as of Q4 2025.

SB Capital Management held 9,809 shares of Dimensional World ex US Core Equity 2 ETF worth $321K as of Q4 2025.
Dimensional World ex US Core Equity 2 ETF was a new SB Capital Management position in Q4 2025.
Dimensional World ex US Core Equity 2 ETF made up 0.12% of SB Capital Management's portfolio in Q4 2025, its #79 holding.
671 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.