Boyce & Associates Wealth Consulting’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Boyce & Associates Wealth Consulting’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	$702K	Buy	19,067 +99	+0.5%	+$3.64K	0.49%	44
2026 Q1	$644K	Buy	18,968 +17	+0.1%	+$592	0.49%	42
2025 Q4	$620K	Buy	18,951 +67	+0.4%	+$2.14K	0.52%	37
2025 Q3	$593K	Buy	18,884 +56	+0.3%	+$1.7K	0.48%	39
2025 Q2	$553K	Sell	18,828 -619	-3%	-$17K	0.5%	40
2025 Q1	$510K	Sell	19,447 -2,273	-10%	-$59K	0.51%	38
2024 Q4	$540K	Buy	21,720 +175	+0.8%	+$4.53K	0.55%	38
2024 Q3	$582K	Buy	21,545 +2,362	+12%	+$61.3K	0.6%	33
2024 Q2	$488K	Buy	19,183 +1,936	+11%	+$49.5K	0.57%	37
2024 Q1	$439K	Buy	17,247 +2,285	+15%	+$55.9K	0.57%	33
2023 Q4	$365K	Buy	14,962 +4,029	+37%	+$92.1K	0.53%	33
2023 Q3	$246K	Buy	+10,933	New	+$256K	0.41%	40

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Boyce & Associates Wealth Consulting's DFAX Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.52% in Q2 2026, buying an estimated $3.64K and bringing the position to 19,067 shares worth $702K. The position accounts for 0.49% of the portfolio, ranked #44.

Boyce & Associates Wealth Consulting first reported a position in DFAX in Q3 2023 and has held it in 12 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Boyce & Associates Wealth Consulting held 19,067 shares of Dimensional World ex US Core Equity 2 ETF worth $702K as of Q2 2026.
Boyce & Associates Wealth Consulting bought 99 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $3.64K.
Dimensional World ex US Core Equity 2 ETF made up 0.49% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #44 holding.
Boyce & Associates Wealth Consulting first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.