Semitam Bonam’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Semitam Bonam’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	$1.02M	Buy	27,632 +4,964	+22%	+$185K	0.71%	27
2026 Q2	$835K	Buy	22,668 +905	+4%	+$33.2K	0.61%	31
2026 Q1	$739K	Buy	21,763 +2,072	+11%	+$72.1K	0.6%	31
2025 Q4	$644K	Buy	19,691 +2,852	+17%	+$91K	0.54%	31
2025 Q3	$528K	Buy	16,839 +859	+5%	+$26.1K	0.47%	32
2025 Q2	$469K	Buy	+15,980	New	+$440K	0.44%	32

Other funds holding DFAX

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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return

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

Semitam Bonam's DFAX Position: Q3 2026 in Review

Semitam Bonam increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 22% in Q3 2026, buying an estimated $185K and bringing the position to 27,632 shares worth $1.02M. The position accounts for 0.71% of the portfolio, ranked #27.

Semitam Bonam first reported a position in DFAX in Q2 2025 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Semitam Bonam held 27,632 shares of Dimensional World ex US Core Equity 2 ETF worth $1.02M as of Q3 2026.
Semitam Bonam bought 4,964 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $185K.
Dimensional World ex US Core Equity 2 ETF made up 0.71% of Semitam Bonam's portfolio in Q3 2026, its #27 holding.
Semitam Bonam first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 6 quarters since.
397 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Semitam Bonam's 13F filing for Q3 2026, filed 27 Oct 2026.