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Spinnaker Investment Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Spinnaker Investment Group’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 		$1.61M Buy
43,703
+87
+0.2% +$3.2K 0.26% 41
2026
Q1 		$1.48M Hold
43,616
– – 0.3% 33
2025
Q4 		$1.43M Buy
43,616
+1,024
+2% +$32.7K 0.26% 34
2025
Q3 		$1.34M Buy
42,592
+3,217
+8% +$97.7K 0.25% 29
2025
Q2 		$1.16M Hold
39,375
– – 0.27% 28
2025
Q1 		$1.03M Hold
39,375
– – 0.23% 34
2024
Q4 		$979K Sell
39,375
-2,781
-7% -$71.9K 0.24% 34
2024
Q3 		$1.14M Sell
42,156
-105
-0.2% -$2.72K 0.28% 33
2024
Q2 		$1.07M Buy
42,261
+368
+0.9% +$9.4K 0.3% 30
2024
Q1 		$1.07M Sell
41,893
-596
-1% -$14.6K 0.3% 28
2023
Q4 		$1.04M Buy
42,489
+10,307
+32% +$236K 0.32% 29
2023
Q3 		$725K Buy
32,182
+86
+0.3% +$2.01K 0.24% 33
2023
Q2 		$748K Sell
32,096
-27
-0.1% -$629 0.25% 34
2023
Q1 		$741K Buy
+32,123
New +$734K 0.26% 32

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
PL
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
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

Spinnaker Investment Group's DFAX Position: Q2 2026 in Review

Spinnaker Investment Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.2% in Q2 2026, buying an estimated $3.2K and bringing the position to 43,703 shares worth $1.61M. The position accounts for 0.26% of the portfolio, ranked #41.

Spinnaker Investment Group first reported a position in DFAX in Q1 2023 and has held it in 14 quarters since. 202 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Spinnaker Investment Group held 43,703 shares of Dimensional World ex US Core Equity 2 ETF worth $1.61M as of Q2 2026.
  • Spinnaker Investment Group bought 87 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $3.2K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.26% of Spinnaker Investment Group's portfolio in Q2 2026, its #41 holding.
  • Spinnaker Investment Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
  • 202 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.