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Concurrent Investment Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Concurrent Investment 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 		$1.37M Hold
37,163
– – 0.01% 865
2026
Q1 		$1.26M Buy
37,163
+29,740
+401% +$1.03M 0.01% 788
2025
Q4 		$243K Hold
7,423
– – ﹤0.01% 1524
2025
Q3 		$233K Hold
7,423
– – ﹤0.01% 1276
2025
Q2 		$218K Buy
+7,423
New +$204K ﹤0.01% 1227

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

Concurrent Investment Advisors's DFAX Position: Q2 2026 in Review

Concurrent Investment Advisors held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 37,163 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #865.

Concurrent Investment Advisors first reported a position in DFAX in Q2 2025 and has held it in 5 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Concurrent Investment Advisors held 37,163 shares of Dimensional World ex US Core Equity 2 ETF worth $1.37M as of Q2 2026.
  • Concurrent Investment Advisors left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #865 holding.
  • Concurrent Investment 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.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.