VERITY Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

VERITY Wealth Advisors’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	$1.61M	Hold	43,719	–	–	0.97%	15
2026 Q1	$1.49M	Hold	43,719	–	–	0.99%	15
2025 Q4	$1.43M	Hold	43,719	–	–	0.89%	18
2025 Q3	$1.37M	Hold	43,719	–	–	0.87%	17
2025 Q2	$1.28M	Hold	43,719	–	–	0.86%	17
2025 Q1	$1.15M	Hold	43,719	–	–	0.85%	22
2024 Q4	$1.09M	Hold	43,719	–	–	0.78%	23
2024 Q3	$1.18M	Hold	43,719	–	–	0.83%	23
2024 Q2	$1.11M	Hold	43,719	–	–	0.83%	21
2024 Q1	$1.11M	Hold	43,719	–	–	0.85%	23
2023 Q4	$1.07M	Hold	43,719	–	–	0.92%	21
2023 Q3	$985K	Hold	43,719	–	–	0.93%	21
2023 Q2	$1.02M	Hold	43,719	–	–	0.92%	21
2023 Q1	$1.01M	Hold	43,719	–	–	0.93%	21
2022 Q4	$944K	Hold	43,719	–	–	0.93%	21
2022 Q3	$826K	Hold	43,719	–	–	0.85%	25
2022 Q2	$937K	Hold	43,719	–	–	0.91%	24
2022 Q1	$1.09M	Hold	43,719	–	–	0.96%	22
2021 Q4	$1.14M	Hold	43,719	–	–	0.95%	22
2021 Q3	$1.13M	Buy	+43,719	New	+$1.16M	1.01%	20

Other funds holding DFAX

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

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

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

TWM

Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

VERITY Wealth Advisors's DFAX Position: Q2 2026 in Review

VERITY Wealth Advisors held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 43,719 shares worth $1.61M. The position accounts for 0.97% of the portfolio, ranked #15.

VERITY Wealth Advisors first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 202 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

VERITY Wealth Advisors held 43,719 shares of Dimensional World ex US Core Equity 2 ETF worth $1.61M as of Q2 2026.
VERITY Wealth Advisors left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.97% of VERITY Wealth Advisors's portfolio in Q2 2026, its #15 holding.
VERITY Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
202 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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