WDL
DFAX icon

Well Done LLC’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Well Done LLC’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 		$693K Buy
18,814
+2,810
+18% +$103K 0.09% 114
2026
Q1 		$544K Buy
16,004
+3,346
+26% +$116K 0.08% 116
2025
Q4 		$414K Buy
12,658
+6,202
+96% +$198K 0.06% 132
2025
Q3 		$203K Buy
+6,456
New +$196K 0.03% 181

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

Well Done LLC's DFAX Position: Q2 2026 in Review

Well Done LLC increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 18% in Q2 2026, buying an estimated $103K and bringing the position to 18,814 shares worth $693K. The position accounts for 0.09% of the portfolio, ranked #114.

Well Done LLC first reported a position in DFAX in Q3 2025 and has held it in 4 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Well Done LLC held 18,814 shares of Dimensional World ex US Core Equity 2 ETF worth $693K as of Q2 2026.
  • Well Done LLC bought 2,810 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $103K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.09% of Well Done LLC's portfolio in Q2 2026, its #114 holding.
  • Well Done LLC first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2025 and has held it in 4 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.