AO
DFAX icon

Advisor OS’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Advisor OS’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 		$403K Buy
10,935
+18
+0.2% +$661 0.03% 368
2026
Q1 		$371K Buy
10,917
+838
+8% +$29.2K 0.03% 377
2025
Q4 		$330K Buy
10,079
+28
+0.3% +$893 0.03% 361
2025
Q3 		$315K Buy
10,051
+2,754
+38% +$83.6K 0.03% 357
2025
Q2 		$214K Sell
7,297
-877
-11% -$24.1K 0.02% 416
2025
Q1 		$214K Sell
8,174
-341
-4% -$8.85K 0.02% 395
2024
Q4 		$212K Buy
8,515
+44
+0.5% +$1.14K 0.02% 389
2024
Q3 		$229K Buy
8,471
+33
+0.4% +$856 0.02% 368
2024
Q2 		$215K Buy
8,438
+54
+0.6% +$1.38K 0.02% 365
2024
Q1 		$213K Buy
+8,384
New +$205K 0.02% 364

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

Advisor OS's DFAX Position: Q2 2026 in Review

Advisor OS increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.16% in Q2 2026, buying an estimated $661 and bringing the position to 10,935 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #368.

Advisor OS first reported a position in DFAX in Q1 2024 and has held it in 10 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Advisor OS held 10,935 shares of Dimensional World ex US Core Equity 2 ETF worth $403K as of Q2 2026.
  • Advisor OS bought 18 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $661.
  • Dimensional World ex US Core Equity 2 ETF made up 0.03% of Advisor OS's portfolio in Q2 2026, its #368 holding.
  • Advisor OS first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and has held it in 10 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.