Apella Capital
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
Q3 		$59.8M Buy
1,613,440
+10,910
+0.7% +$408K 0.76% 32
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Alerus Financial
Alerus Financial Grand Forks, North Dakota $2.27B AUM 22.87% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Monograph Wealth Advisors
Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Triune Financial Partners
Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JFS Wealth Advisors
JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Apella Capital's DFAX Position: Q3 2026 in Review

Apella Capital increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.68% in Q3 2026, buying an estimated $408K and bringing the position to 1,613,440 shares worth $59.8M. The position accounts for 0.76% of the portfolio, ranked #32.

Apella Capital first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. 487 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • Apella Capital held 1,613,440 shares of Dimensional World ex US Core Equity 2 ETF worth $59.8M as of Q3 2026.
  • Apella Capital bought 10,910 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $408K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.76% of Apella Capital's portfolio in Q3 2026, its #32 holding.
  • Apella Capital first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • 487 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.