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

Sheets Smith 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 Q3	$360K	Hold	9,717	–	–	0.04%	325
2026 Q2	$358K	Hold	9,717	–	–	0.04%	334
2026 Q1	$330K	Hold	9,717	–	–	0.04%	339
2025 Q4	$318K	Hold	9,717	–	–	0.03%	338
2025 Q3	$305K	Hold	9,717	–	–	0.03%	341
2025 Q2	$285K	Hold	9,717	–	–	0.03%	351
2025 Q1	$255K	Hold	9,717	–	–	0.03%	318
2024 Q4	$242K	Hold	9,717	–	–	0.03%	342
2024 Q3	$262K	Hold	9,717	–	–	0.03%	330
2024 Q2	$247K	Hold	9,717	–	–	0.03%	337
2024 Q1	$247K	Hold	9,717	–	–	0.03%	344
2023 Q4	$237K	Hold	9,717	–	–	0.03%	312
2023 Q3	$219K	Hold	9,717	–	–	0.03%	298
2023 Q2	$227K	Hold	9,717	–	–	0.03%	302
2023 Q1	$224K	Hold	9,717	–	–	0.03%	291
2022 Q4	$210K	Buy	+9,717	New	+$202K	0.03%	286
2022 Q3	–	Sell	-9,717	Closed	-$208K	–	303
2022 Q2	$208K	Hold	9,717	–	–	0.03%	285
2022 Q1	$242K	Hold	9,717	–	–	0.03%	309
2021 Q4	$254K	Hold	9,717	–	–	0.03%	330
2021 Q3	$251K	Buy	+9,717	New	+$257K	0.03%	322

Other funds holding DFAX

GWWM

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

BetterWealth San Jose, California $591M AUM 14.77% 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 16.11% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

SWA

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sheets Smith Wealth Management's DFAX Position: Q3 2026 in Review

Sheets Smith Wealth Management held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q3 2026 at 9,717 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #325.

Sheets Smith Wealth Management first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 124 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Sheets Smith Wealth Management held 9,717 shares of Dimensional World ex US Core Equity 2 ETF worth $360K as of Q3 2026.
Sheets Smith Wealth Management left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q3 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.04% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #325 holding.
Sheets Smith Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
124 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.