Ameritas Advisory Services’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Ameritas Advisory Services’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	–	Sell	-6,492	Closed	-$212K	–	1096
2025 Q4	$212K	Buy	+6,492	New	+$207K	0.01%	882
2025 Q3	–	Sell	-1,807	Closed	-$53.1K	–	2305
2025 Q2	$53.1K	Buy	+1,807	New	+$49.7K	﹤0.01%	1278
2023 Q4	–	Sell	-86,491	Closed	-$1.91M	–	711
2023 Q3	$1.91M	Buy	86,491 +14,484	+20%	+$339K	0.1%	209
2023 Q2	$1.66M	Buy	72,007 +875	+1%	+$20.4K	0.21%	104
2023 Q1	$1.64M	Sell	71,132 -53,429	-43%	-$1.22M	0.08%	223
2022 Q4	$2.69M	Buy	+124,561	New	+$2.59M	0.12%	168
2022 Q3	–	Sell	-58,268	Closed	-$1.25M	–	770
2022 Q2	$1.25M	Buy	58,268 +1,239	+2%	+$28.8K	0.07%	255
2022 Q1	$1.42M	Buy	+57,029	New	+$1.44M	0.05%	267

Other funds holding DFAX

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return