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

Arbor 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	$268K	Hold	7,267	–	–	0.16%	54
2026 Q1	$247K	Hold	7,267	–	–	0.17%	51
2025 Q4	$238K	Hold	7,267	–	–	0.17%	52
2025 Q3	$228K	Hold	7,267	–	–	0.17%	52
2025 Q2	$213K	Buy	+7,267	New	+$200K	0.17%	51
2024 Q3	–	Sell	-8,047	Closed	-$205K	–	49
2024 Q2	$205K	Hold	8,047	–	–	0.2%	43
2024 Q1	$205K	Buy	+8,047	New	+$197K	0.19%	44

Other funds holding DFAX

GWWM

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

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

Evanson Financial Mclean, Virginia $2.04B AUM

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Arbor Wealth Advisors held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 7,267 shares worth $268K. The position accounts for 0.16% of the portfolio, ranked #54.

Arbor Wealth Advisors first reported a position in DFAX in Q1 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Arbor Wealth Advisors held 7,267 shares of Dimensional World ex US Core Equity 2 ETF worth $268K as of Q2 2026.
Arbor Wealth Advisors left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.16% of Arbor Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Arbor Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.