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Avantax Advisory Services’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$630K Buy
21,436
+1,278
+6% +$35.2K ﹤0.01% 1453
2025
Q1 		$528K Sell
20,158
-2,790
-12% -$72.4K ﹤0.01% 1469
2024
Q4 		$570K Buy
22,948
+8,241
+56% +$213K ﹤0.01% 1361
2024
Q3 		$397K Buy
14,707
+3,769
+34% +$97.8K ﹤0.01% 1566
2024
Q2 		$278K Buy
10,938
+2,098
+24% +$53.6K ﹤0.01% 1743
2024
Q1 		$225K Buy
+8,840
New +$216K ﹤0.01% 1476

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Avantax Advisory Services's DFAX Position: Q2 2025 in Review

Avantax Advisory Services increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 6.3% in Q2 2025, buying an estimated $35.2K and bringing the position to 21,436 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Avantax Advisory Services first reported a position in DFAX in Q1 2024 and has held it in 6 quarters since. 598 funds tracked by Wall St. Rank hold DFAX as of Q2 2025.

  • Avantax Advisory Services held 21,436 shares of Dimensional World ex US Core Equity 2 ETF worth $630K as of Q2 2025.
  • Avantax Advisory Services bought 1,278 Dimensional World ex US Core Equity 2 ETF shares in Q2 2025, an estimated $35.2K.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1453 holding.
  • Avantax Advisory Services first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and has held it in 6 quarters since.
  • 598 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.