Seamount Financial Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Seamount Financial Group’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 Q3	$712K	Buy	+19,230	New	+$718K	0.28%	72

Other funds holding DFAX

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

Seamount Financial Group's DFAX Position: Q3 2026 in Review

Seamount Financial Group opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2026: 19,230 shares worth $712K. The stake represents 0.28% of the portfolio and ranks #72 among its holdings.

249 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Seamount Financial Group held 19,230 shares of Dimensional World ex US Core Equity 2 ETF worth $712K as of Q3 2026.
Dimensional World ex US Core Equity 2 ETF was a new Seamount Financial Group position in Q3 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.28% of Seamount Financial Group's portfolio in Q3 2026, its #72 holding.
249 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.