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

United 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	$3.28M	Sell	89,067 -2,092	-2%	-$76.9K	0.74%	16
2026 Q1	$3.1M	Sell	91,159 -6,661	-7%	-$232K	0.77%	16
2025 Q4	$3.2M	Sell	97,820 -1,853	-2%	-$59.1K	0.83%	16
2025 Q3	$3.13M	Sell	99,673 -1,068	-1%	-$32.4K	0.85%	16
2025 Q2	$2.96M	Sell	100,741 -3,498	-3%	-$96.3K	0.86%	16
2025 Q1	$2.73M	Sell	104,239 -3,196	-3%	-$83K	0.86%	16
2024 Q4	$2.67M	Buy	+107,435	New	+$2.78M	0.9%	16

Other funds holding DFAX

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

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

TFP

Triune Financial Partners Overland Park, Kansas $479M AUM 25.15% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

United Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.3% in Q2 2026, selling an estimated $76.9K and leaving 89,067 shares worth $3.28M. The position accounts for 0.74% of the portfolio, ranked #16.

United Wealth Management first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

United Wealth Management held 89,067 shares of Dimensional World ex US Core Equity 2 ETF worth $3.28M as of Q2 2026.
United Wealth Management sold 2,092 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $76.9K.
Dimensional World ex US Core Equity 2 ETF made up 0.74% of United Wealth Management's portfolio in Q2 2026, its #16 holding.
United 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.
479 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.