Evernest Financial Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Evernest Financial 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	$4.02M	Hold	109,109	–	–	0.84%	22
2026 Q1	$3.95M	Sell	109,109 -2,777	-2%	-$96.6K	0.82%	22
2025 Q4	$4.03M	Sell	111,886 -3,765	-3%	-$120K	0.85%	25
2025 Q3	$3.63M	Hold	115,651	–	–	1.02%	22
2025 Q2	$3.4M	Sell	115,651 -2,963	-2%	-$81.5K	1.1%	21
2025 Q1	$3.11M	Sell	118,614 -28,480	-19%	-$739K	1.12%	21
2024 Q4	$3.66M	Sell	147,094 -29,839	-17%	-$772K	0.95%	23
2024 Q3	$4.78M	Buy	176,933 +7,222	+4%	+$187K	1.29%	17
2024 Q2	$4.31M	Buy	169,711 +12,989	+8%	+$332K	1.93%	15
2024 Q1	$3.86M	Sell	156,722 -14,140	-8%	-$346K	1.83%	15
2023 Q4	$4.17M	Buy	+170,862	New	+$3.91M	2.12%	13
2021 Q4	$3.79M	Buy	+157,058	New	+$4.1M	1.96%	14

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

Evernest Financial Advisors's DFAX Position: Q2 2026 in Review

Evernest Financial Advisors held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 109,109 shares worth $4.02M. The position accounts for 0.84% of the portfolio, ranked #22.

Evernest Financial Advisors first reported a position in DFAX in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.78M in Q3 2024. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Evernest Financial Advisors held 109,109 shares of Dimensional World ex US Core Equity 2 ETF worth $4.02M as of Q2 2026.
Evernest Financial Advisors left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.84% of Evernest Financial Advisors's portfolio in Q2 2026, its #22 holding.
Evernest Financial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $4.78M in Q3 2024.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.