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 Q3	$391K	Sell	10,556 -308	-3%	-$11.5K	0.22%	31
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%	-$9.9K	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%	-$12.6K	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

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

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

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 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 16.05% 1-Year Est. Return

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

Master's Wealth Management Lancaster, Pennsylvania $343M AUM 11.33% 1-Year Est. Return

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

Shotwell Rutter Baer's DFAX Position: Q3 2026 in Review

Shotwell Rutter Baer reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.8% in Q3 2026, selling an estimated $11.5K and leaving 10,556 shares worth $391K. The position accounts for 0.22% of the portfolio, ranked #31.

Shotwell Rutter Baer first reported a position in DFAX in Q4 2023 and has held it in 12 quarters since. The position peaked at $418K in Q4 2025. 213 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Shotwell Rutter Baer held 10,556 shares of Dimensional World ex US Core Equity 2 ETF worth $391K as of Q3 2026.
Shotwell Rutter Baer sold 308 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $11.5K.
Dimensional World ex US Core Equity 2 ETF made up 0.22% of Shotwell Rutter Baer's portfolio in Q3 2026, its #31 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 12 quarters since.
Shotwell Rutter Baer's Dimensional World ex US Core Equity 2 ETF position peaked at $418K in Q4 2025.
213 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.