Schwarz Dygos Wheeler Investment Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Schwarz Dygos Wheeler Investment 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	$1.06M	Sell	28,756 -986	-3%	-$36.2K	0.2%	82
2026 Q1	$1.01M	Sell	29,742 -38	-0.1%	-$1.32K	0.21%	71
2025 Q4	$975K	Sell	29,780 -3,289	-10%	-$105K	0.2%	77
2025 Q3	$1.04M	Buy	33,069 +928	+3%	+$28.2K	0.22%	71
2025 Q2	$944K	Sell	32,141 -1,381	-4%	-$38K	0.22%	72
2025 Q1	$878K	Buy	33,522 +2,819	+9%	+$73.2K	0.21%	75
2024 Q4	$763K	Sell	30,703 -150	-0.5%	-$3.88K	0.19%	83
2024 Q3	$833K	Sell	30,853 -27,517	-47%	-$714K	0.21%	76
2024 Q2	$1.48M	Sell	58,370 -4,376	-7%	-$112K	0.4%	50
2024 Q1	$1.6M	Buy	62,746 +2,830	+5%	+$69.2K	0.45%	49
2023 Q4	$1.46M	Sell	59,916 -1,963	-3%	-$44.9K	0.45%	46
2023 Q3	$1.39M	Sell	61,879 -6,956	-10%	-$163K	0.47%	44
2023 Q2	$1.6M	Buy	68,835 +19,424	+39%	+$452K	0.53%	42
2023 Q1	$1.14M	Buy	49,411 +117	+0.2%	+$2.67K	0.41%	47
2022 Q4	$1.06M	Buy	49,294 +2,448	+5%	+$50.9K	0.42%	48
2022 Q3	$885K	Sell	46,846 -3,589	-7%	-$76.2K	0.39%	51
2022 Q2	$1.08M	Sell	50,435 -358	-0.7%	-$8.33K	0.43%	51
2022 Q1	$1.27M	Buy	50,793 +6,646	+15%	+$168K	0.43%	50
2021 Q4	$1.15M	Buy	44,147 +1,920	+5%	+$50.1K	0.39%	49
2021 Q3	$1.09M	Buy	+42,227	New	+$1.12M	0.4%	52

Other funds holding DFAX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

TFP

Triune Financial Partners Overland Park, Kansas $479M AUM 25.15% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DFAX Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.3% in Q2 2026, selling an estimated $36.2K and leaving 28,756 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #82.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.6M in Q2 2023. 502 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 28,756 shares of Dimensional World ex US Core Equity 2 ETF worth $1.06M as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors sold 986 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $36.2K.
Dimensional World ex US Core Equity 2 ETF made up 0.2% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #82 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $1.6M in Q2 2023.
502 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.