Aquire Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Aquire Wealth 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	$1.32M	Buy	35,808 +6	+0%	+$220	0.3%	22
2026 Q1	$1.22M	Sell	35,802 -35,579	-50%	-$1.24M	0.32%	22
2025 Q4	$2.34M	Buy	71,381 +171	+0.2%	+$5.46K	0.61%	16
2025 Q3	$2.23M	Buy	71,210 +926	+1%	+$28.1K	0.55%	18
2025 Q2	$2.06M	Buy	70,284 +390	+0.6%	+$10.7K	0.55%	18
2025 Q1	$1.83M	Buy	69,894 +393	+0.6%	+$10.2K	0.56%	20
2024 Q4	$1.73M	Buy	69,501 +733	+1%	+$19K	0.54%	20
2024 Q3	$1.86M	Buy	68,768 +416	+0.6%	+$10.8K	0.58%	21
2024 Q2	$1.74M	Buy	68,352 +329	+0.5%	+$8.41K	0.58%	22
2024 Q1	$1.73M	Buy	68,023 +718	+1%	+$17.6K	0.6%	22
2023 Q4	$1.64M	Buy	67,305 +494	+0.7%	+$11.3K	0.63%	22
2023 Q3	$1.5M	Buy	66,811 +399	+0.6%	+$9.33K	0.63%	21
2023 Q2	$1.55M	Sell	66,412 -4,404	-6%	-$103K	0.62%	22
2023 Q1	$1.63M	Buy	70,816 +314	+0.4%	+$7.17K	0.71%	22
2022 Q4	$1.52M	Sell	70,502 -11,601	-14%	-$241K	0.76%	22
2022 Q3	$1.55M	Buy	82,103 +984	+1%	+$20.9K	0.9%	23
2022 Q2	$1.74M	Sell	81,119 -12,905	-14%	-$300K	1.02%	22
2022 Q1	$2.35M	Buy	94,024 +1,767	+2%	+$44.8K	1.25%	20
2021 Q4	$2.41M	Buy	+92,257	New	+$2.41M	1.26%	20

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

Aquire Wealth Advisors's DFAX Position: Q2 2026 in Review

Aquire Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.02% in Q2 2026, buying an estimated $220 and bringing the position to 35,808 shares worth $1.32M. The position accounts for 0.3% of the portfolio, ranked #22.

Aquire Wealth Advisors first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.41M in Q4 2021. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Aquire Wealth Advisors held 35,808 shares of Dimensional World ex US Core Equity 2 ETF worth $1.32M as of Q2 2026.
Aquire Wealth Advisors bought 6 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $220.
Dimensional World ex US Core Equity 2 ETF made up 0.3% of Aquire Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Aquire Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
Aquire Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $2.41M in Q4 2021.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.