Westmount Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Westmount Partners’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	$1.3M	Sell	35,355 -750	-2%	-$27.6K	0.28%	78
2026 Q1	$1.23M	Hold	36,105	–	–	0.3%	72
2025 Q4	$1.18M	Hold	36,105	–	–	0.29%	69
2025 Q3	$1.14M	Hold	36,105	–	–	0.29%	70
2025 Q2	$1.06M	Hold	36,105	–	–	0.29%	70
2025 Q1	$946K	Hold	36,105	–	–	0.29%	74
2024 Q4	$898K	Hold	36,105	–	–	0.27%	74
2024 Q3	$975K	Hold	36,105	–	–	0.29%	70
2024 Q2	$919K	Hold	36,105	–	–	0.3%	69
2024 Q1	$919K	Hold	36,105	–	–	0.33%	65
2023 Q4	$882K	Sell	36,105 -1,448	-4%	-$33.1K	0.36%	61
2023 Q3	$846K	Sell	37,553 -1,427	-4%	-$33.4K	0.37%	64
2023 Q2	$909K	Hold	38,980	–	–	0.4%	57
2023 Q1	$899K	Hold	38,980	–	–	0.42%	49
2022 Q4	$842K	Buy	+38,980	New	+$810K	0.44%	50

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

Westmount Partners's DFAX Position: Q2 2026 in Review

Westmount Partners reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.1% in Q2 2026, selling an estimated $27.6K and leaving 35,355 shares worth $1.3M. The position accounts for 0.28% of the portfolio, ranked #78.

Westmount Partners first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Westmount Partners held 35,355 shares of Dimensional World ex US Core Equity 2 ETF worth $1.3M as of Q2 2026.
Westmount Partners sold 750 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $27.6K.
Dimensional World ex US Core Equity 2 ETF made up 0.28% of Westmount Partners's portfolio in Q2 2026, its #78 holding.
Westmount Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.