Aspiriant LLC
DFAX icon

Aspiriant LLC’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Aspiriant LLC’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 		$26.9M Hold
727,702
– – 0.66% 24
2026
Q2 		$26.8M Hold
727,702
– – 0.66% 25
2026
Q1 		$24.7M Hold
727,702
– – 0.7% 24
2025
Q4 		$23.8M Sell
727,702
-9,206
-1% -$294K 0.68% 24
2025
Q3 		$23.1M Sell
736,908
-8,407
-1% -$255K 0.71% 25
2025
Q2 		$21.9M Hold
745,315
– – 0.7% 26
2025
Q1 		$19.5M Buy
745,315
+10,103
+1% +$262K 0.68% 22
2024
Q4 		$18.3M Hold
735,212
– – 0.66% 25
2024
Q3 		$19.9M Buy
735,212
+454,286
+162% +$11.8M 0.75% 23
2024
Q2 		$7.14M Hold
280,926
– – 0.29% 44
2024
Q1 		$7.15M Hold
280,926
– – 0.3% 46
2023
Q4 		$6.86M Hold
280,926
– – 0.31% 45
2023
Q3 		$6.33M Hold
280,926
– – 0.32% 44
2023
Q2 		$6.55M Sell
280,926
-2,169
-0.8% -$50.5K 0.33% 45
2023
Q1 		$6.53M Sell
283,095
-639
-0.2% -$14.6K 0.34% 44
2022
Q4 		$6.13M Sell
283,734
-3,794
-1% -$78.9K 0.31% 45
2022
Q3 		$5.43M Sell
287,528
-3,893
-1% -$82.7K 0.27% 48
2022
Q2 		$6.25M Sell
291,421
-203
-0.1% -$4.72K 0.3% 44
2022
Q1 		$7.28M Sell
291,624
-7,382
-2% -$187K 0.4% 37
2021
Q4 		$7.81M Buy
299,006
+203
+0.1% +$5.3K 0.42% 34
2021
Q3 		$7.73M Buy
+298,803
New +$7.91M 0.45% 29

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Evanson Financial
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Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Financial Symmetry
Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

Aspiriant LLC's DFAX Position: Q3 2026 in Review

Aspiriant LLC held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q3 2026 at 727,702 shares worth $26.9M. The position accounts for 0.66% of the portfolio, ranked #24.

Aspiriant LLC first reported a position in DFAX in Q3 2021 and has held it in 21 quarters since. 234 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • Aspiriant LLC held 727,702 shares of Dimensional World ex US Core Equity 2 ETF worth $26.9M as of Q3 2026.
  • Aspiriant LLC left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q3 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 0.66% of Aspiriant LLC's portfolio in Q3 2026, its #24 holding.
  • Aspiriant LLC first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 21 quarters since.
  • 234 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.