TWM
DFAX icon

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

Tumwater 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 		$79.5M Buy
2,158,889
+10,699
+0.5% +$393K 28.76% 1
2026
Q1 		$73M Sell
2,148,190
-81,240
-4% -$2.83M 29.35% 1
2025
Q4 		$73M Buy
2,229,430
+58,034
+3% +$1.85M 29.74% 1
2025
Q3 		$68.1M Sell
2,171,396
-59,412
-3% -$1.8M 30.27% 1
2025
Q2 		$65.5M Buy
2,230,808
+45,351
+2% +$1.25M 30.44% 1
2025
Q1 		$57.3M Buy
2,185,457
+36,287
+2% +$942K 29.87% 1
2024
Q4 		$53.4M Buy
+2,149,170
New +$55.6M 28.02% 1

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

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

Tumwater Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.5% in Q2 2026, buying an estimated $393K and bringing the position to 2,158,889 shares worth $79.5M. The position accounts for 28.76% of the portfolio, ranked #1.

Tumwater Wealth Management first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Tumwater Wealth Management held 2,158,889 shares of Dimensional World ex US Core Equity 2 ETF worth $79.5M as of Q2 2026.
  • Tumwater Wealth Management bought 10,699 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $393K.
  • Dimensional World ex US Core Equity 2 ETF made up 28.76% of Tumwater Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Tumwater 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.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.