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

Advisor Resource Council’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
2025
Q2 		– Sell
-7,727
Closed -$202K – 277
2025
Q1 		$202K Buy
+7,727
New +$201K 0.02% 552

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 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
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Advisor Resource Council's DFAX Position: Q2 2025 in Review

Advisor Resource Council sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2025, closing a stake of 7,727 shares — an estimated $202K sold.

Advisor Resource Council first reported a position in DFAX in Q1 2025 and held it in 1 quarter. The position peaked at $202K in Q1 2025. 600 funds tracked by Wall St. Rank hold DFAX as of Q2 2025.

  • Advisor Resource Council reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 7,727 Dimensional World ex US Core Equity 2 ETF shares in Q2 2025, an estimated $202K.
  • Advisor Resource Council first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and held it in 1 quarter.
  • Advisor Resource Council's Dimensional World ex US Core Equity 2 ETF position peaked at $202K in Q1 2025.
  • 600 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.