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

Affinity Capital Advisors’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	$288K	Hold	7,732	–	–	0.04%	157
2026 Q1	$263K	Hold	7,732	–	–	0.04%	152
2025 Q4	$253K	Hold	7,732	–	–	0.04%	144
2025 Q3	$244K	Hold	7,732	–	–	0.04%	137
2025 Q2	$227K	Buy	+7,732	New	+$213K	0.04%	145
2024 Q4	–	Sell	-7,742	Closed	-$209K	–	152
2024 Q3	$209K	Buy	+7,742	New	+$201K	0.04%	146
2023 Q3	–	Sell	-8,671	Closed	-$202K	–	133
2023 Q2	$202K	Sell	8,671 -1,154	-12%	-$26.9K	0.05%	129
2023 Q1	$227K	Hold	9,825	–	–	0.07%	112
2022 Q4	$212K	Buy	+9,825	New	+$204K	0.07%	104
2022 Q3	–	Sell	-9,825	Closed	-$211K	–	111
2022 Q2	$211K	Buy	+9,825	New	+$229K	0.07%	102

Other funds holding DFAX

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return

TWA

Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Affinity Capital Advisors held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 7,732 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #157.

Affinity Capital Advisors first reported a position in DFAX in Q2 2022 and has held it in 10 quarters since. 141 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Affinity Capital Advisors held 7,732 shares of Dimensional World ex US Core Equity 2 ETF worth $288K as of Q2 2026.
Affinity Capital Advisors left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.04% of Affinity Capital Advisors's portfolio in Q2 2026, its #157 holding.
Affinity Capital Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2022 and has held it in 10 quarters since.
141 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.