AF
DFAX icon

Advisornet Financial’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Advisornet Financial’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
Q1 		$212K Buy
6,235
+4,164
+201% +$145K 0.01% 594
2025
Q4 		$67.8K Buy
2,071
+15
+0.7% +$479 ﹤0.01% 954
2025
Q3 		$64.5K Buy
2,056
+12
+0.6% +$364 ﹤0.01% 945
2025
Q2 		$60K Buy
2,044
+25
+1% +$688 ﹤0.01% 935
2025
Q1 		$52.9K Hold
2,019
– – ﹤0.01% 918
2024
Q4 		$50.2K Sell
2,019
-1,418
-41% -$36.7K ﹤0.01% 883
2024
Q3 		$92.8K Hold
3,437
– – 0.01% 722
2024
Q2 		$87.4K Sell
3,437
-3,615
-51% -$92.4K 0.01% 673
2024
Q1 		$179K Buy
7,052
+1,450
+26% +$35.5K 0.02% 497
2023
Q4 		$137K Buy
5,602
+925
+20% +$21.2K 0.01% 549
2023
Q3 		$105K Sell
4,677
-600
-11% -$14K 0.01% 603
2023
Q2 		$123K Buy
5,277
+170
+3% +$3.96K 0.01% 593
2023
Q1 		$118K Buy
5,107
+1,070
+27% +$24.4K 0.01% 585
2022
Q4 		$87.2K Hold
4,037
– – 0.01% 653
2022
Q3 		$76K Hold
4,037
– – 0.01% 728
2022
Q2 		$87K Sell
4,037
-1,297,535
-100% -$30.2M 0.01% 710
2022
Q1 		$32.5M Buy
1,301,572
+604,988
+87% +$15.3M 2.03% 7
2021
Q4 		$18.2M Buy
696,584
+255,743
+58% +$6.68M 1.12% 10
2021
Q3 		$11.4M Buy
+440,841
New +$11.7M 0.79% 20

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B 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

Advisornet Financial's DFAX Position: Q1 2026 in Review

Advisornet Financial increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 201% in Q1 2026, buying an estimated $145K and bringing the position to 6,235 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #594.

Advisornet Financial first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. The position peaked at $32.5M in Q1 2022. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Advisornet Financial held 6,235 shares of Dimensional World ex US Core Equity 2 ETF worth $212K as of Q1 2026.
  • Advisornet Financial bought 4,164 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $145K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #594 holding.
  • Advisornet Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • Advisornet Financial's Dimensional World ex US Core Equity 2 ETF position peaked at $32.5M in Q1 2022.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.