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Advisors Capital Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Advisors Capital Management’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 		$1.31M Buy
35,495
+20,247
+133% +$744K 0.01% 317
2026
Q1 		$518K Sell
15,248
-126
-0.8% -$4.38K 0.01% 385
2025
Q4 		$503K Sell
15,374
-3,879
-20% -$124K 0.01% 399
2025
Q3 		$604K Buy
19,253
+1,450
+8% +$44K 0.01% 361
2025
Q2 		$523K Sell
17,803
-1,283
-7% -$35.3K 0.01% 367
2025
Q1 		$500K Sell
19,086
-15,000
-44% -$389K 0.01% 361
2024
Q4 		$847K Sell
34,086
-2,900
-8% -$75K 0.01% 313
2024
Q3 		$999K Sell
36,986
-100
-0.3% -$2.59K 0.02% 291
2024
Q2 		$943K Buy
+37,086
New +$948K 0.02% 294

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

Advisors Capital Management's DFAX Position: Q2 2026 in Review

Advisors Capital Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 133% in Q2 2026, buying an estimated $744K and bringing the position to 35,495 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #317.

Advisors Capital Management first reported a position in DFAX in Q2 2024 and has held it in 9 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Advisors Capital Management held 35,495 shares of Dimensional World ex US Core Equity 2 ETF worth $1.31M as of Q2 2026.
  • Advisors Capital Management bought 20,247 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $744K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #317 holding.
  • Advisors Capital Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.