Global Wealth Strategies & Associates DFAX β€” DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

Ownership history in Global Wealth Strategies & Associates  Β·  4 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows DFAX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFAX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Wealth Strategies & Associates held DFAX β€” position size vs. price
% of Fund (quarterly)    DFAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 517 β€” 0% 0.00% $18K 2026-04-03 $33.86
2025 Q4 UNCHANGED β€” β€” β€” 517 β€” 0% 0.00% $17K 2026-01-02 $32.81
2025 Q3 UNCHANGED β€” β€” β€” 517 β€” 0% 0.00% $16K 2025-10-02 $30.95
2025 Q2 INITIATED β€” β€” β€” 517 β€” β€” 0.00% $15K 2025-07-07 $28.53

🏒 Other funds also holding DFAX

As of 2026 Q2 β€” sorted by position size

Trust Co of the South 1.86% CX Institutional 3Y 7Y 0.0%

FAQ About Global Wealth Strategies & Associates and DFAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning DFAX?

Global Wealth Strategies & Associates reported DFAX across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported DFAX position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for DFAX was 0.00% in 2025 Q2.

What is the latest reported DFAX position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 517 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this DFAX ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly DFAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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