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

Wealth Advisors Northwest’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	$2.26M	Sell	61,439 -2,414	-4%	-$88.7K	0.77%	23
2026 Q1	$2.17M	Buy	63,853 +40	+0.1%	+$1.39K	0.91%	19
2025 Q4	$2.09M	Buy	63,813 +104	+0.2%	+$3.32K	0.93%	21
2025 Q3	$2M	Sell	63,709 -1,727	-3%	-$52.4K	0.97%	22
2025 Q2	$1.92M	Sell	65,436 -2,393	-4%	-$65.9K	1.01%	18
2025 Q1	$1.78M	Hold	67,829	–	–	1.13%	18
2024 Q4	$1.69M	Buy	+67,829	New	+$1.75M	1.15%	21

Other funds holding DFAX

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 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

CPCM

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return

TWA

Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Wealth Advisors Northwest reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.8% in Q2 2026, selling an estimated $88.7K and leaving 61,439 shares worth $2.26M. The position accounts for 0.77% of the portfolio, ranked #23.

Wealth Advisors Northwest first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Wealth Advisors Northwest held 61,439 shares of Dimensional World ex US Core Equity 2 ETF worth $2.26M as of Q2 2026.
Wealth Advisors Northwest sold 2,414 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $88.7K.
Dimensional World ex US Core Equity 2 ETF made up 0.77% of Wealth Advisors Northwest's portfolio in Q2 2026, its #23 holding.
Wealth Advisors Northwest first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.