Aspen Private Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Aspen Private 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	$28.2M	Buy	+764,320	New	+$28.1M	28.25%	2

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

Aspen Private Advisors's DFAX Position: Q2 2026 in Review

Aspen Private Advisors opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026: 764,320 shares worth $28.2M. The stake represents 28.25% of the portfolio and ranks #2 among its holdings.

684 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Aspen Private Advisors held 764,320 shares of Dimensional World ex US Core Equity 2 ETF worth $28.2M as of Q2 2026.
Dimensional World ex US Core Equity 2 ETF was a new Aspen Private Advisors position in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 28.25% of Aspen Private Advisors's portfolio in Q2 2026, its #2 holding.
684 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Aspen Private Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.