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AssuredPartners Investment Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

AssuredPartners Investment 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
Q1 		– Sell
-11,148
Closed -$365K – 412
2025
Q4 		$365K Buy
11,148
+119
+1% +$3.8K 0.05% 249
2025
Q3 		$346K Buy
11,029
+65
+0.6% +$1.97K 0.08% 185
2025
Q2 		$322K Buy
10,964
+136
+1% +$3.74K 0.08% 178
2025
Q1 		$284K Buy
10,828
+28
+0.3% +$727 0.05% 276
2024
Q4 		$268K Buy
+10,800
New +$279K 0.05% 288

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AssuredPartners Investment Advisors's DFAX Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2026, closing a stake of 11,148 shares — an estimated $365K sold.

AssuredPartners Investment Advisors first reported a position in DFAX in Q4 2024 and held it in 5 quarters. The position peaked at $365K in Q4 2025. 700 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • AssuredPartners Investment Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 11,148 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $365K.
  • AssuredPartners Investment Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and held it in 5 quarters.
  • AssuredPartners Investment Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $365K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.