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

True Wealth Design’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	$217K	Hold	5,874	–	–	0.05%	114
2026 Q2	$216K	Sell	5,874 -279	-5%	-$10.3K	0.05%	103
2026 Q1	$209K	Sell	6,153 -217	-3%	-$7.55K	0.06%	89
2025 Q4	$208K	Buy	6,370 +10	+0.2%	+$319	0.06%	78
2025 Q3	$200K	Buy	6,360 +1,265	+25%	+$38.4K	0.06%	71
2025 Q2	$150K	Sell	5,095 -701	-12%	-$19.3K	0.05%	70
2025 Q1	$152K	Sell	5,796 -228	-4%	-$5.92K	0.06%	49
2024 Q4	$150K	Hold	6,024	–	–	0.06%	40
2024 Q3	$163K	Hold	6,024	–	–	0.06%	35
2024 Q2	$153K	Hold	6,024	–	–	0.04%	123
2024 Q1	$153K	Hold	6,024	–	–	0.04%	123
2023 Q4	$147K	Sell	6,024 -4,971	-45%	-$114K	0.04%	123
2023 Q3	$248K	Sell	10,995 -4,111	-27%	-$96.1K	0.08%	111
2023 Q2	$352K	Buy	15,106 +1,591	+12%	+$37.1K	0.13%	105
2023 Q1	$312K	Buy	+13,515	New	+$309K	0.13%	110

Other funds holding DFAX

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 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 16.11% 1-Year Est. Return

PCA

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Wolfstich Capital Medfield, Massachusetts $123M AUM 8.42% 1-Year Est. Return

True Wealth Design's DFAX Position: Q3 2026 in Review

True Wealth Design held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q3 2026 at 5,874 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #114.

True Wealth Design first reported a position in DFAX in Q1 2023 and has held it in 15 quarters since. The position peaked at $352K in Q2 2023. 106 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

True Wealth Design held 5,874 shares of Dimensional World ex US Core Equity 2 ETF worth $217K as of Q3 2026.
True Wealth Design left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q3 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.05% of True Wealth Design's portfolio in Q3 2026, its #114 holding.
True Wealth Design first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2023 and has held it in 15 quarters since.
True Wealth Design's Dimensional World ex US Core Equity 2 ETF position peaked at $352K in Q2 2023.
106 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.