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 Q3	$257K	Sell	6,947 -320	-4%	-$12K	0.16%	53
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.27B AUM 22.87% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Arbor Wealth Advisors's DFAX Position: Q3 2026 in Review

Arbor Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.4% in Q3 2026, selling an estimated $12K and leaving 6,947 shares worth $257K. The position accounts for 0.16% of the portfolio, ranked #53.

Arbor Wealth Advisors first reported a position in DFAX in Q1 2024 and has held it in 8 quarters since. The position peaked at $268K in Q2 2026. 490 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Arbor Wealth Advisors held 6,947 shares of Dimensional World ex US Core Equity 2 ETF worth $257K as of Q3 2026.
Arbor Wealth Advisors sold 320 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $12K.
Dimensional World ex US Core Equity 2 ETF made up 0.16% of Arbor Wealth Advisors's portfolio in Q3 2026, its #53 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 8 quarters since.
Arbor Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $268K in Q2 2026.
490 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.