AC
DFAX icon

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

Apella Capital’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 		$58.6M Sell
1,602,530
-10,320
-0.6% -$379K 0.83% 28
2026
Q1 		$59.6M Buy
1,612,850
+499,063
+45% +$17.4M 0.88% 24
2025
Q4 		$36.5M Sell
1,113,787
-43,713
-4% -$1.39M 0.72% 36
2025
Q3 		$36.5M Sell
1,157,500
-17,496
-1% -$531K 0.81% 31
2025
Q2 		$34.4M Buy
1,174,996
+114,048
+11% +$3.14M 0.93% 26
2025
Q1 		$26.5M Buy
1,060,948
+188,056
+22% +$4.88M 0.91% 25
2024
Q4 		$21.7M Sell
872,892
-25,816
-3% -$668K 0.83% 26
2024
Q3 		$24.3M Sell
898,708
-17,528
-2% -$455K 1% 24
2024
Q2 		$23.6M Buy
916,236
+32,809
+4% +$838K 1.06% 24
2024
Q1 		$22.7M Sell
883,427
-33,900
-4% -$829K 1.14% 23
2023
Q4 		$22.1M Sell
917,327
-13,590
-1% -$311K 1.23% 23
2023
Q3 		$21M Sell
930,917
-18,126
-2% -$424K 1.48% 21
2023
Q2 		$22.1M Buy
+949,043
New +$22.1M 1.58% 20
2022
Q4 		$20.8M Sell
962,522
-113,948
-11% -$2.37M 1.9% 15
2022
Q3 		$20.3M Sell
1,076,470
-5,138
-0.5% -$109K 2.37% 11
2022
Q2 		$23.2M Buy
+1,081,608
New +$25.2M 2.77% 9
2022
Q1 		– Sell
-1,031,047
Closed -$26.9M – 213
2021
Q4 		$26.9M Buy
1,031,047
+10,180
+1% +$266K 3.43% 8
2021
Q3 		$26.4M Buy
+1,020,867
New +$27M 3.8% 4

Other funds holding DFAX

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FS
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
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

Apella Capital's DFAX Position: Q2 2026 in Review

Apella Capital reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.64% in Q2 2026, selling an estimated $379K and leaving 1,602,530 shares worth $58.6M. The position accounts for 0.83% of the portfolio, ranked #28.

Apella Capital first reported a position in DFAX in Q3 2021 and has held it in 18 quarters since. The position peaked at $59.6M in Q1 2026. 141 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Apella Capital held 1,602,530 shares of Dimensional World ex US Core Equity 2 ETF worth $58.6M as of Q2 2026.
  • Apella Capital sold 10,320 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $379K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.83% of Apella Capital's portfolio in Q2 2026, its #28 holding.
  • Apella Capital first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 18 quarters since.
  • Apella Capital's Dimensional World ex US Core Equity 2 ETF position peaked at $59.6M in Q1 2026.
  • 141 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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