SteelPeak Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

SteelPeak Wealth’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	$943K	Buy	+25,604	New	+$941K	0.02%	319

Other funds holding DFAX

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

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

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

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

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

SteelPeak Wealth's DFAX Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026: 25,604 shares worth $943K. The stake represents 0.02% of the portfolio and ranks #319 among its holdings.

209 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

SteelPeak Wealth held 25,604 shares of Dimensional World ex US Core Equity 2 ETF worth $943K as of Q2 2026.
Dimensional World ex US Core Equity 2 ETF was a new SteelPeak Wealth position in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #319 holding.
209 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.