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EP Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

EP Wealth 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 		$17.4M Sell
470,989
-2,935
-0.6% -$108K 0.07% 201
2026
Q1 		$16.1M Sell
473,924
-1,483
-0.3% -$51.6K 0.08% 160
2025
Q4 		$15.6M Buy
+475,407
New +$15.2M 0.08% 156
2025
Q2 		$12.2M Sell
414,724
-136,755
-25% -$3.76M 0.08% 166
2025
Q1 		$14.4M Sell
551,479
-70,076
-11% -$1.82M 0.12% 129
2024
Q4 		$15.5M Buy
621,555
+259,257
+72% +$6.71M 0.13% 120
2024
Q3 		$9.79M Sell
362,298
-5,061
-1% -$131K 0.08% 151
2024
Q2 		$9.34M Sell
367,359
-3,334
-0.9% -$85.2K 0.1% 124
2024
Q1 		$9.43M Sell
370,693
-4,367
-1% -$107K 0.11% 112
2023
Q4 		$9.16M Sell
375,060
-9,951
-3% -$228K 0.12% 111
2023
Q3 		$8.67M Buy
+385,011
New +$9M 0.13% 110
2022
Q3 		– Sell
-482,549
Closed -$10.3M – 401
2022
Q2 		$10.3M Sell
482,549
-39,919
-8% -$929K 0.23% 74
2022
Q1 		$13M Buy
+522,468
New +$13.2M 0.29% 69

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

EP Wealth Advisors's DFAX Position: Q2 2026 in Review

EP Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.62% in Q2 2026, selling an estimated $108K and leaving 470,989 shares worth $17.4M. The position accounts for 0.07% of the portfolio, ranked #201.

EP Wealth Advisors first reported a position in DFAX in Q1 2022 and has held it in 13 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • EP Wealth Advisors held 470,989 shares of Dimensional World ex US Core Equity 2 ETF worth $17.4M as of Q2 2026.
  • EP Wealth Advisors sold 2,935 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $108K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.07% of EP Wealth Advisors's portfolio in Q2 2026, its #201 holding.
  • EP Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2022 and has held it in 13 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.