Elevate Wealth Advisory’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Elevate Wealth Advisory’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	$1.81M	Buy	49,201 +84	+0.2%	+$3.09K	1.04%	20
2026 Q1	$1.67M	Buy	49,117 +14	+0%	+$487	1.05%	21
2025 Q4	$1.61M	Buy	49,103 +58	+0.1%	+$1.85K	1.1%	22
2025 Q3	$1.54M	Buy	49,045 +368	+0.8%	+$11.2K	1.12%	23
2025 Q2	$1.43M	Buy	48,677 +87	+0.2%	+$2.39K	1.02%	25
2025 Q1	$1.27M	Buy	48,590 +20	+0%	+$519	0.9%	24
2024 Q4	$1.21M	Buy	48,570 +73	+0.2%	+$1.89K	0.91%	25
2024 Q3	$1.31M	Sell	48,497 -563	-1%	-$14.6K	0.97%	24
2024 Q2	$1.25M	Buy	49,060 +1,236	+3%	+$31.6K	1.01%	23
2024 Q1	$1.22M	Sell	47,824 -627	-1%	-$15.3K	1.06%	25
2023 Q4	$1.18M	Buy	+48,451	New	+$1.11M	1.08%	25

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

Elevate Wealth Advisory's DFAX Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.17% in Q2 2026, buying an estimated $3.09K and bringing the position to 49,201 shares worth $1.81M. The position accounts for 1.04% of the portfolio, ranked #20.

Elevate Wealth Advisory first reported a position in DFAX in Q4 2023 and has held it in 11 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Elevate Wealth Advisory held 49,201 shares of Dimensional World ex US Core Equity 2 ETF worth $1.81M as of Q2 2026.
Elevate Wealth Advisory bought 84 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $3.09K.
Dimensional World ex US Core Equity 2 ETF made up 1.04% of Elevate Wealth Advisory's portfolio in Q2 2026, its #20 holding.
Elevate Wealth Advisory first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.