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 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 $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Shotwell Rutter Baer's DFAX Position: Q1 2026 in Review

Shotwell Rutter Baer reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 12% in Q1 2026, selling an estimated $52.9K and leaving 10,950 shares worth $372K. 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 10 quarters since. The position peaked at $418K in Q4 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Shotwell Rutter Baer held 10,950 shares of Dimensional World ex US Core Equity 2 ETF worth $372K as of Q1 2026.
Shotwell Rutter Baer sold 1,521 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $52.9K.
Dimensional World ex US Core Equity 2 ETF made up 0.22% of Shotwell Rutter Baer's portfolio in Q1 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 10 quarters since.
Shotwell Rutter Baer's Dimensional World ex US Core Equity 2 ETF position peaked at $418K in Q4 2025.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.