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

Atlas Private 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	$1.51M	Buy	40,975 +597	+1%	+$21.9K	0.33%	52
2026 Q1	$1.37M	Sell	40,378 -321	-0.8%	-$11.2K	0.32%	49
2025 Q4	$1.33M	Buy	40,699 +8,758	+27%	+$279K	0.31%	48
2025 Q3	$1M	Sell	31,941 -26,086	-45%	-$792K	0.25%	56
2025 Q2	$1.7M	Buy	+58,027	New	+$1.6M	0.22%	59

Other funds holding DFAX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

Atlas Private Wealth Advisors's DFAX Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.5% in Q2 2026, buying an estimated $21.9K and bringing the position to 40,975 shares worth $1.51M. The position accounts for 0.33% of the portfolio, ranked #52.

Atlas Private Wealth Advisors first reported a position in DFAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.7M in Q2 2025. 402 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Atlas Private Wealth Advisors held 40,975 shares of Dimensional World ex US Core Equity 2 ETF worth $1.51M as of Q2 2026.
Atlas Private Wealth Advisors bought 597 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $21.9K.
Dimensional World ex US Core Equity 2 ETF made up 0.33% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Atlas Private Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
Atlas Private Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $1.7M in Q2 2025.
402 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.