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 Q3	$247K	Sell	6,654 -1,078	-14%	-$40.3K	0.03%	188
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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

Affinity Capital Advisors's DFAX Position: Q3 2026 in Review

Affinity Capital Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 14% in Q3 2026, selling an estimated $40.3K and leaving 6,654 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #188.

Affinity Capital Advisors first reported a position in DFAX in Q2 2022 and has held it in 11 quarters since. The position peaked at $288K in Q2 2026. 234 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Affinity Capital Advisors held 6,654 shares of Dimensional World ex US Core Equity 2 ETF worth $247K as of Q3 2026.
Affinity Capital Advisors sold 1,078 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $40.3K.
Dimensional World ex US Core Equity 2 ETF made up 0.03% of Affinity Capital Advisors's portfolio in Q3 2026, its #188 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 11 quarters since.
Affinity Capital Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $288K in Q2 2026.
234 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.