Wedmont Private Capital’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Wedmont Private Capital’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 Q3	$523K	Hold	14,225	–	–	0.01%	578
2026 Q2	$525K	Hold	14,225	–	–	0.01%	545
2026 Q1	$510K	Hold	14,225	–	–	0.02%	488
2025 Q4	$477K	Buy	14,225 +5,584	+65%	+$178K	0.02%	492
2025 Q3	$273K	Hold	8,641	–	–	0.01%	646
2025 Q2	$256K	Buy	+8,641	New	+$238K	0.01%	634

Other funds holding DFAX

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wedmont Private Capital's DFAX Position: Q3 2026 in Review

Wedmont Private Capital held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q3 2026 at 14,225 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #578.

Wedmont Private Capital first reported a position in DFAX in Q2 2025 and has held it in 6 quarters since. The position peaked at $525K in Q2 2026. 30 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Wedmont Private Capital held 14,225 shares of Dimensional World ex US Core Equity 2 ETF worth $523K as of Q3 2026.
Wedmont Private Capital left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q3 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #578 holding.
Wedmont Private Capital first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 6 quarters since.
Wedmont Private Capital's Dimensional World ex US Core Equity 2 ETF position peaked at $525K in Q2 2026.
30 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.