SJS Investment Consulting’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

SJS Investment Consulting’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	$9.59M	Sell	260,306 -10,528	-4%	-$387K	1.04%	14
2026 Q1	$9.2M	Sell	270,834 -5,600	-2%	-$195K	1.12%	14
2025 Q4	$9.05M	Sell	276,434 -3,595	-1%	-$115K	1.14%	14
2025 Q3	$8.79M	Sell	280,029 -41,850	-13%	-$1.27M	1.2%	13
2025 Q2	$9.45M	Sell	321,879 -3,376	-1%	-$92.9K	1.5%	11
2025 Q1	$8.52M	Sell	325,255 -5,729	-2%	-$149K	1.45%	9
2024 Q4	$8.23M	Sell	330,984 -2,070	-0.6%	-$53.5K	1.42%	10
2024 Q3	$9M	Sell	333,054 -2,037	-0.6%	-$52.8K	1.59%	8
2024 Q2	$8.52M	Sell	335,091 -6,668	-2%	-$170K	1.65%	7
2024 Q1	$8.69M	Buy	341,759 +111	+0%	+$2.71K	1.74%	7
2023 Q4	$8.34M	Sell	341,648 -4,120	-1%	-$94.2K	1.89%	7
2023 Q3	$7.79M	Sell	345,768 -11,965	-3%	-$280K	1.95%	8
2023 Q2	$8.34M	Sell	357,733 -10,222	-3%	-$238K	2.09%	8
2023 Q1	$8.49M	Sell	367,955 -2,382	-0.6%	-$54.4K	2.31%	7
2022 Q4	$8M	Sell	370,337 -4,379	-1%	-$91K	2.38%	5
2022 Q3	$7.08M	Buy	+374,716	New	+$7.96M	2.39%	5
2022 Q1	$10.1M	Buy	403,932 +9,011	+2%	+$228K	3.08%	3
2021 Q4	$10.3M	Buy	+394,921	New	+$10.3M	3.09%	3

Other funds holding DFAX

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

CCMI

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

TWM

Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

SJS Investment Consulting's DFAX Position: Q2 2026 in Review

SJS Investment Consulting reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.9% in Q2 2026, selling an estimated $387K and leaving 260,306 shares worth $9.59M. The position accounts for 1.04% of the portfolio, ranked #14.

SJS Investment Consulting first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.3M in Q4 2021. 306 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

SJS Investment Consulting held 260,306 shares of Dimensional World ex US Core Equity 2 ETF worth $9.59M as of Q2 2026.
SJS Investment Consulting sold 10,528 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $387K.
Dimensional World ex US Core Equity 2 ETF made up 1.04% of SJS Investment Consulting's portfolio in Q2 2026, its #14 holding.
SJS Investment Consulting first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
SJS Investment Consulting's Dimensional World ex US Core Equity 2 ETF position peaked at $10.3M in Q4 2021.
306 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.