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Selective Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Selective Wealth 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
2026
Q2 		$524K Buy
14,527
+2,109
+17% +$77.5K 0.14% 76
2026
Q1 		$445K Buy
12,418
+4,288
+53% +$149K 0.13% 83
2025
Q4 		$277K Buy
+8,130
New +$259K 0.09% 92

Other funds holding DFAX

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Selective Wealth Management's DFAX Position: Q2 2026 in Review

Selective Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 17% in Q2 2026, buying an estimated $77.5K and bringing the position to 14,527 shares worth $524K. The position accounts for 0.14% of the portfolio, ranked #76.

Selective Wealth Management first reported a position in DFAX in Q4 2025 and has held it in 3 quarters since. 344 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Selective Wealth Management held 14,527 shares of Dimensional World ex US Core Equity 2 ETF worth $524K as of Q2 2026.
  • Selective Wealth Management bought 2,109 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $77.5K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.14% of Selective Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Selective Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 344 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.