DAS
DFAX icon

Dynamic Advisor Solutions’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Dynamic Advisor Solutions’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 		$238K Sell
6,474
-1,741
-21% -$64K 0.01% 941
2026
Q1 		$279K Sell
8,215
-1,927
-19% -$67.1K 0.01% 829
2025
Q4 		$332K Sell
10,142
-26,655
-72% -$850K 0.01% 743
2025
Q3 		$1.15M Buy
36,797
+2,190
+6% +$66.5K 0.03% 432
2025
Q2 		$1.02M Sell
34,607
-2,412
-7% -$66.4K 0.03% 454
2025
Q1 		$970K Sell
37,019
-1,479
-4% -$38.4K 0.03% 425
2024
Q4 		$957K Sell
38,498
-1,842
-5% -$47.6K 0.04% 316
2024
Q3 		$1.09M Sell
40,340
-1,095
-3% -$28.4K 0.03% 426
2024
Q2 		$1.05M Sell
41,435
-627
-1% -$16K 0.03% 445
2024
Q1 		$1.07M Sell
42,062
-326
-0.8% -$7.97K 0.04% 429
2023
Q4 		$1.02M Sell
42,388
-2,896
-6% -$66.2K 0.04% 415
2023
Q3 		$1.02M Sell
45,284
-21,688
-32% -$507K 0.05% 351
2023
Q2 		$1.56M Sell
66,972
-4,335
-6% -$101K 0.08% 256
2023
Q1 		$1.64M Sell
71,307
-24,519
-26% -$560K 0.1% 240
2022
Q4 		$2.07M Buy
95,826
+4,403
+5% +$91.5K 0.14% 173
2022
Q3 		$1.73M Buy
91,423
+3,582
+4% +$76.1K 0.13% 174
2022
Q2 		$1.88M Buy
+87,841
New +$2.04M 0.14% 161
2022
Q1 		– Sell
-70,026
Closed -$1.83M – 739
2021
Q4 		$1.83M Sell
70,026
-15,678
-18% -$409K 0.13% 176
2021
Q3 		$2.22M Buy
+85,704
New +$2.27M 0.17% 149

Other funds holding DFAX

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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Dynamic Advisor Solutions's DFAX Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 21% in Q2 2026, selling an estimated $64K and leaving 6,474 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #941.

Dynamic Advisor Solutions first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.22M in Q3 2021. 141 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Dynamic Advisor Solutions held 6,474 shares of Dimensional World ex US Core Equity 2 ETF worth $238K as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,741 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $64K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #941 holding.
  • Dynamic Advisor Solutions first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • Dynamic Advisor Solutions's Dimensional World ex US Core Equity 2 ETF position peaked at $2.22M in Q3 2021.
  • 141 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.