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

Aptus 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	$205K	Buy	5,575 +52	+0.9%	+$1.91K	﹤0.01%	1112
2026 Q1	$188K	Buy	5,523 +98	+2%	+$3.41K	﹤0.01%	1035
2025 Q4	$178K	Sell	5,425 -328	-6%	-$10.5K	﹤0.01%	1055
2025 Q3	$181K	Buy	5,753 +31	+0.5%	+$941	﹤0.01%	1001
2025 Q2	$168K	Buy	5,722 +65	+1%	+$1.79K	﹤0.01%	982
2025 Q1	$148K	Sell	5,657 -1,791	-24%	-$46.5K	﹤0.01%	948
2024 Q4	$185K	Sell	7,448 -5,247	-41%	-$136K	﹤0.01%	907
2024 Q3	$343K	Buy	+12,695	New	+$329K	0.01%	629
2023 Q2	–	Sell	-511	Closed	-$11.8K	–	807
2023 Q1	$11.8K	Hold	511	–	–	﹤0.01%	671
2022 Q4	$11K	Hold	511	–	–	﹤0.01%	692
2022 Q3	$10K	Hold	511	–	–	﹤0.01%	661
2022 Q2	$11K	Hold	511	–	–	﹤0.01%	562
2022 Q1	$13K	Buy	+511	New	+$12.9K	﹤0.01%	586

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

GWWM

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Aptus Capital Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.94% in Q2 2026, buying an estimated $1.91K and bringing the position to 5,575 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Aptus Capital Advisors first reported a position in DFAX in Q1 2022 and has held it in 13 quarters since. The position peaked at $343K in Q3 2024. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Aptus Capital Advisors held 5,575 shares of Dimensional World ex US Core Equity 2 ETF worth $205K as of Q2 2026.
Aptus Capital Advisors bought 52 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $1.91K.
Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1112 holding.
Aptus Capital Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2022 and has held it in 13 quarters since.
Aptus Capital Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $343K in Q3 2024.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.