WWM
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Western Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Western Wealth Management’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 		$3.46M Sell
93,980
-732
-0.8% -$26.9K 0.11% 184
2026
Q1 		$3.22M Sell
94,712
-256
-0.3% -$8.91K 0.12% 184
2025
Q4 		$3.11M Buy
94,968
+5,119
+6% +$163K 0.14% 142
2025
Q3 		$2.82M Buy
89,849
+2,958
+3% +$89.8K 0.15% 141
2025
Q2 		$2.55M Sell
86,891
-3,446
-4% -$94.8K 0.15% 136
2025
Q1 		$2.37M Sell
90,337
-14,481
-14% -$376K 0.16% 127
2024
Q4 		$2.61M Buy
104,818
+698
+0.7% +$18.1K 0.14% 153
2024
Q3 		$2.81M Buy
104,120
+3,335
+3% +$86.5K 0.16% 128
2024
Q2 		$2.56M Sell
100,785
-706
-0.7% -$18K 0.19% 109
2024
Q1 		$2.58M Sell
101,491
-1,778
-2% -$43.5K 0.2% 104
2023
Q4 		$2.52M Sell
103,269
-1,653
-2% -$37.8K 0.18% 121
2023
Q3 		$2.36M Sell
104,922
-8,184
-7% -$191K 0.2% 107
2023
Q2 		$2.64M Buy
113,106
+4,514
+4% +$105K 0.22% 95
2023
Q1 		$2.5M Buy
108,592
+22,540
+26% +$515K 0.23% 100
2022
Q4 		$1.86M Sell
86,052
-23,566
-21% -$490K 0.19% 128
2022
Q3 		$2.07M Buy
109,618
+71,738
+189% +$1.52M 0.12% 177
2022
Q2 		$813K Buy
+37,880
New +$882K 0.05% 350
2022
Q1 		– Sell
-17,599
Closed -$458K – 831
2021
Q4 		$458K Buy
+17,599
New +$460K 0.05% 349

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

Western Wealth Management's DFAX Position: Q2 2026 in Review

Western Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.77% in Q2 2026, selling an estimated $26.9K and leaving 93,980 shares worth $3.46M. The position accounts for 0.11% of the portfolio, ranked #184.

Western Wealth Management first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Western Wealth Management held 93,980 shares of Dimensional World ex US Core Equity 2 ETF worth $3.46M as of Q2 2026.
  • Western Wealth Management sold 732 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $26.9K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Western Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.