Shotwell Rutter Baer’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Shotwell Rutter Baer’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	$400K	Sell	10,864 -86	-0.8%	-$3.16K	0.22%	32
2026 Q1	$372K	Sell	10,950 -1,521	-12%	-$52.9K	0.22%	32
2025 Q4	$418K	Sell	12,471 -652	-5%	-$20.8K	0.25%	32
2025 Q3	$416K	Sell	13,123 -377	-3%	-$11.4K	0.27%	31
2025 Q2	$400K	Sell	13,500 -360	-3%	-$9.91K	0.27%	31
2025 Q1	$336K	Sell	13,860 -60	-0.4%	-$1.56K	0.3%	30
2024 Q4	$342K	Sell	13,920 -489	-3%	-$12.7K	0.29%	30
2024 Q3	$389K	Sell	14,409 -703	-5%	-$18.2K	0.32%	30
2024 Q2	$390K	Sell	15,112 -273	-2%	-$6.98K	0.35%	27
2024 Q1	$395K	Sell	15,385 -190	-1%	-$4.65K	0.8%	13
2023 Q4	$376K	Buy	+15,575	New	+$356K	0.36%	28

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Shotwell Rutter Baer's DFAX Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.79% in Q2 2026, selling an estimated $3.16K and leaving 10,864 shares worth $400K. The position accounts for 0.22% of the portfolio, ranked #32.

Shotwell Rutter Baer first reported a position in DFAX in Q4 2023 and has held it in 11 quarters since. The position peaked at $418K in Q4 2025. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Shotwell Rutter Baer held 10,864 shares of Dimensional World ex US Core Equity 2 ETF worth $400K as of Q2 2026.
Shotwell Rutter Baer sold 86 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $3.16K.
Dimensional World ex US Core Equity 2 ETF made up 0.22% of Shotwell Rutter Baer's portfolio in Q2 2026, its #32 holding.
Shotwell Rutter Baer first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
Shotwell Rutter Baer's Dimensional World ex US Core Equity 2 ETF position peaked at $418K in Q4 2025.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.