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 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

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

True Wealth Design's DFAX Position: Q2 2026 in Review

True Wealth Design reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.5% in Q2 2026, selling an estimated $10.3K and leaving 5,874 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #103.

True Wealth Design first reported a position in DFAX in Q1 2023 and has held it in 14 quarters since. The position peaked at $352K in Q2 2023. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

True Wealth Design held 5,874 shares of Dimensional World ex US Core Equity 2 ETF worth $216K as of Q2 2026.
True Wealth Design sold 279 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $10.3K.
Dimensional World ex US Core Equity 2 ETF made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #103 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 14 quarters since.
True Wealth Design's Dimensional World ex US Core Equity 2 ETF position peaked at $352K in Q2 2023.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.