AWE
DFAX icon

Avidian Wealth Enterprises’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Avidian Wealth Enterprises’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 		$280K Buy
7,564
+21
+0.3% +$785 0.01% 629
2026
Q2 		$278K Buy
7,543
+38
+0.5% +$1.4K 0.01% 615
2026
Q1 		$255K Buy
+7,505
New +$261K 0.01% 578

Other funds holding DFAX

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Avidian Wealth Enterprises's DFAX Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.28% in Q3 2026, buying an estimated $785 and bringing the position to 7,564 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #629.

Avidian Wealth Enterprises first reported a position in DFAX in Q1 2026 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • Avidian Wealth Enterprises held 7,564 shares of Dimensional World ex US Core Equity 2 ETF worth $280K as of Q3 2026.
  • Avidian Wealth Enterprises bought 21 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $785.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #629 holding.
  • Avidian Wealth Enterprises first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2026 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.