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

Topsail Wealth Management’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	$3.09M	Buy	83,802 +744	+0.9%	+$27.3K	0.39%	23
2026 Q1	$2.82M	Buy	83,058 +4,639	+6%	+$161K	0.42%	23
2025 Q4	$2.57M	Buy	78,419 +1,180	+2%	+$37.6K	0.38%	24
2025 Q3	$2.42M	Buy	77,239 +644	+0.8%	+$19.6K	0.41%	28
2025 Q2	$2.25M	Buy	76,595 +675	+0.9%	+$18.6K	0.41%	26
2025 Q1	$1.99M	Buy	75,920 +181	+0.2%	+$4.7K	0.4%	26
2024 Q4	$1.88M	Buy	+75,739	New	+$1.96M	0.4%	24

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Topsail Wealth Management's DFAX Position: Q2 2026 in Review

Topsail Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.9% in Q2 2026, buying an estimated $27.3K and bringing the position to 83,802 shares worth $3.09M. The position accounts for 0.39% of the portfolio, ranked #23.

Topsail Wealth Management first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Topsail Wealth Management held 83,802 shares of Dimensional World ex US Core Equity 2 ETF worth $3.09M as of Q2 2026.
Topsail Wealth Management bought 744 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $27.3K.
Dimensional World ex US Core Equity 2 ETF made up 0.39% of Topsail Wealth Management's portfolio in Q2 2026, its #23 holding.
Topsail Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.