Sensible Money
DFAX icon

Sensible Money’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Sensible Money’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 		$24.3M Sell
655,663
-19,651
-3% -$734K 6.24% 6
2026
Q2 		$24.9M Sell
675,314
-58,063
-8% -$2.13M 6.6% 6
2026
Q1 		$24.9M Sell
733,377
-34,773
-5% -$1.21M 7.58% 6
2025
Q4 		$25.1M Sell
768,150
-35,996
-4% -$1.15M 8.03% 3
2025
Q3 		$25.2M Sell
804,146
-20,509
-2% -$623K 8.58% 3
2025
Q2 		$24.2M Sell
824,655
-10,977
-1% -$302K 9.18% 3
2025
Q1 		$21.9M Sell
835,632
-31,001
-4% -$805K 9.38% 3
2024
Q4 		$21.5M Sell
866,633
-14,560
-2% -$377K 9.45% 3
2024
Q3 		$23.8M Sell
881,193
-9,033
-1% -$234K 10.4% 3
2024
Q2 		$22.6M Sell
890,226
-33,343
-4% -$852K 11.04% 3
2024
Q1 		$23.5M Buy
923,569
+66,640
+8% +$1.63M 12.63% 3
2023
Q4 		$20.9M Buy
856,929
+69,196
+9% +$1.58M 12.57% 3
2023
Q3 		$17.7M Buy
787,733
+92,383
+13% +$2.16M 12.51% 3
2023
Q2 		$16.2M Buy
695,350
+133,451
+24% +$3.11M 11.79% 3
2023
Q1 		$13M Buy
561,899
+163,456
+41% +$3.73M 11.19% 3
2022
Q4 		$8.61M Buy
+398,443
New +$8.28M 9.2% 3

Other funds holding DFAX

Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Financial Symmetry
Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

Sensible Money's DFAX Position: Q3 2026 in Review

Sensible Money reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.9% in Q3 2026, selling an estimated $734K and leaving 655,663 shares worth $24.3M. The position accounts for 6.24% of the portfolio, ranked #6.

Sensible Money first reported a position in DFAX in Q4 2022 and has held it in 16 quarters since. The position peaked at $25.2M in Q3 2025. 234 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • Sensible Money held 655,663 shares of Dimensional World ex US Core Equity 2 ETF worth $24.3M as of Q3 2026.
  • Sensible Money sold 19,651 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $734K.
  • Dimensional World ex US Core Equity 2 ETF made up 6.24% of Sensible Money's portfolio in Q3 2026, its #6 holding.
  • Sensible Money first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 16 quarters since.
  • Sensible Money's Dimensional World ex US Core Equity 2 ETF position peaked at $25.2M in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.