Accredited Investor Services’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Accredited Investor Services’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	$32.4M	Buy	880,269 +14,005	+2%	+$515K	18.32%	2
2026 Q1	$29.4M	Buy	866,264 +12,100	+1%	+$421K	18.89%	2
2025 Q4	$28M	Buy	854,164 +4,889	+0.6%	+$156K	18.52%	2
2025 Q3	$26.7M	Buy	849,275 +15,843	+2%	+$481K	18.32%	2
2025 Q2	$24.5M	Buy	833,432 +3,227	+0.4%	+$88.8K	18.5%	2
2025 Q1	$21.8M	Buy	830,205 +34,056	+4%	+$884K	18.17%	2
2024 Q4	$19.8M	Buy	+796,149	New	+$20.6M	15.84%	2

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

Accredited Investor Services's DFAX Position: Q2 2026 in Review

Accredited Investor Services increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.6% in Q2 2026, buying an estimated $515K and bringing the position to 880,269 shares worth $32.4M. The position accounts for 18.32% of the portfolio, ranked #2.

Accredited Investor Services first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Accredited Investor Services held 880,269 shares of Dimensional World ex US Core Equity 2 ETF worth $32.4M as of Q2 2026.
Accredited Investor Services bought 14,005 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $515K.
Dimensional World ex US Core Equity 2 ETF made up 18.32% of Accredited Investor Services's portfolio in Q2 2026, its #2 holding.
Accredited Investor Services first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.