Certified Advisory Corp’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Certified Advisory Corp’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	$780K	Buy	21,175 +7,359	+53%	+$270K	0.06%	189
2026 Q1	$469K	Hold	13,816	–	–	0.04%	218
2025 Q4	$452K	Hold	13,816	–	–	0.04%	218
2025 Q3	$434K	Hold	13,816	–	–	0.04%	224
2025 Q2	$406K	Buy	13,816 +172	+1%	+$4.73K	0.04%	223
2025 Q1	$357K	Buy	13,644 +35	+0.3%	+$909	0.04%	221
2024 Q4	$338K	Buy	13,609 +125	+0.9%	+$3.23K	0.04%	235
2024 Q3	$364K	Buy	13,484 +93	+0.7%	+$2.41K	0.04%	230
2024 Q2	$340K	Buy	+13,391	New	+$342K	0.04%	221

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

Certified Advisory Corp's DFAX Position: Q2 2026 in Review

Certified Advisory Corp increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 53% in Q2 2026, buying an estimated $270K and bringing the position to 21,175 shares worth $780K. The position accounts for 0.06% of the portfolio, ranked #189.

Certified Advisory Corp first reported a position in DFAX in Q2 2024 and has held it in 9 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Certified Advisory Corp held 21,175 shares of Dimensional World ex US Core Equity 2 ETF worth $780K as of Q2 2026.
Certified Advisory Corp bought 7,359 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $270K.
Dimensional World ex US Core Equity 2 ETF made up 0.06% of Certified Advisory Corp's portfolio in Q2 2026, its #189 holding.
Certified Advisory Corp first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.