Dynamic Advisor Solutions
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
Q3 		$239K Sell
6,461
-13
-0.2% -$486 0.01% 912
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% -$7.98K 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

Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Apella Capital
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
TWA
Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

Dynamic Advisor Solutions's DFAX Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.2% in Q3 2026, selling an estimated $486 and leaving 6,461 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #912.

Dynamic Advisor Solutions first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.22M in Q3 2021. 159 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • Dynamic Advisor Solutions held 6,461 shares of Dimensional World ex US Core Equity 2 ETF worth $239K as of Q3 2026.
  • Dynamic Advisor Solutions sold 13 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $486.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #912 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 20 quarters since.
  • Dynamic Advisor Solutions's Dimensional World ex US Core Equity 2 ETF position peaked at $2.22M in Q3 2021.
  • 159 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.