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 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 $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Evernest Financial Advisors's DFAX Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.5% in Q1 2026, selling an estimated $96.6K and leaving 109,109 shares worth $3.95M. The position accounts for 0.82% of the portfolio, ranked #22.

Evernest Financial Advisors first reported a position in DFAX in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.78M in Q3 2024. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Evernest Financial Advisors held 109,109 shares of Dimensional World ex US Core Equity 2 ETF worth $3.95M as of Q1 2026.
Evernest Financial Advisors sold 2,777 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $96.6K.
Dimensional World ex US Core Equity 2 ETF made up 0.82% of Evernest Financial Advisors's portfolio in Q1 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 11 quarters since.
Evernest Financial Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $4.78M in Q3 2024.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.