VSM Wealth Advisory’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

VSM Wealth Advisory’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	$162K	Buy	4,389 +21	+0.5%	+$772	0.04%	124
2026 Q1	$148K	Buy	4,368 +3	+0.1%	+$104	0.04%	128
2025 Q4	$143K	Sell	4,365 -1,575	-27%	-$50.2K	0.04%	124
2025 Q3	$186K	Buy	5,940 +21	+0.4%	+$638	0.06%	94
2025 Q2	$174K	Sell	5,919 -430	-7%	-$11.8K	0.06%	103
2025 Q1	$166K	Buy	6,349 +482	+8%	+$12.5K	0.06%	97
2024 Q4	$146K	Buy	+5,867	New	+$152K	0.05%	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

VSM Wealth Advisory's DFAX Position: Q2 2026 in Review

VSM Wealth Advisory increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.48% in Q2 2026, buying an estimated $772 and bringing the position to 4,389 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #124.

VSM Wealth Advisory first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $186K in Q3 2025. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

VSM Wealth Advisory held 4,389 shares of Dimensional World ex US Core Equity 2 ETF worth $162K as of Q2 2026.
VSM Wealth Advisory bought 21 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $772.
Dimensional World ex US Core Equity 2 ETF made up 0.04% of VSM Wealth Advisory's portfolio in Q2 2026, its #124 holding.
VSM Wealth Advisory first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Dimensional World ex US Core Equity 2 ETF position peaked at $186K in Q3 2025.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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