Envestnet Portfolio Solutions
DFAX icon

Envestnet Portfolio Solutions’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Envestnet Portfolio 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 		$232K Buy
+6,286
New +$231K ﹤0.01% 1308
2025
Q1 		– Sell
-17,483
Closed -$435K – 1597
2024
Q4 		$435K Sell
17,483
-2,699
-13% -$69.8K ﹤0.01% 1306
2024
Q3 		$545K Sell
20,182
-322
-2% -$8.35K ﹤0.01% 1152
2024
Q2 		$521K Sell
20,504
-932
-4% -$23.8K ﹤0.01% 1120
2024
Q1 		$545K Sell
21,436
-4,265
-17% -$104K ﹤0.01% 1087
2023
Q4 		$628K Sell
25,701
-856
-3% -$19.6K ﹤0.01% 954
2023
Q3 		$598K Buy
+26,557
New +$621K ﹤0.01% 912

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 22.9% 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 $1.11B AUM 11.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Envestnet Portfolio Solutions's DFAX Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026: 6,286 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1308 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in DFAX as recently as Q4 2024.

Envestnet Portfolio Solutions first reported a position in DFAX in Q3 2023 and has held it in 7 quarters since. The position peaked at $628K in Q4 2023. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,286 shares of Dimensional World ex US Core Equity 2 ETF worth $232K as of Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1308 holding.
  • Envestnet Portfolio Solutions first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2023 and has held it in 7 quarters since.
  • Envestnet Portfolio Solutions's Dimensional World ex US Core Equity 2 ETF position peaked at $628K in Q4 2023.
  • 714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.