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

EverSource 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 Q1	$4.6M	Sell	135,302 -236	-0.2%	-$8.21K	0.14%	126
2025 Q4	$4.44M	Sell	135,538 -675	-0.5%	-$21.5K	0.16%	110
2025 Q3	$4.27M	Buy	136,213 +5,863	+4%	+$178K	0.17%	114
2025 Q2	$3.83M	Sell	130,350 -8,873	-6%	-$244K	0.17%	113
2025 Q1	$3.65M	Sell	139,223 -4,080	-3%	-$106K	0.2%	104
2024 Q4	$3.56M	Buy	143,303 +63,132	+79%	+$1.63M	0.2%	101
2024 Q3	$2.17M	Buy	80,171 +6,645	+9%	+$172K	0.14%	132
2024 Q2	$1.91M	Buy	73,526 +1,826	+3%	+$46.7K	0.13%	138
2024 Q1	$1.79M	Buy	71,700 +6,329	+10%	+$155K	0.14%	129
2023 Q4	$1.6M	Buy	65,371 +2,609	+4%	+$59.7K	0.15%	132
2023 Q3	$1.41M	Sell	62,762 -1,151	-2%	-$26.9K	0.15%	132
2023 Q2	$1.49M	Buy	63,913 +138	+0.2%	+$3.21K	0.16%	122
2023 Q1	$1.47M	Buy	63,775 +5,295	+9%	+$121K	0.18%	107
2022 Q4	$1.26M	Sell	58,480 -1,984	-3%	-$41.2K	0.19%	101
2022 Q3	$1.14M	Sell	60,464 -7,702	-11%	-$164K	0.26%	74
2022 Q2	$1.46M	Buy	68,166 +19,237	+39%	+$448K	0.38%	55
2022 Q1	$1.22M	Buy	48,929 +11,290	+30%	+$286K	0.31%	60
2021 Q4	$983K	Buy	+37,639	New	+$983K	0.28%	63

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

EverSource Wealth Advisors's DFAX Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.17% in Q1 2026, selling an estimated $8.21K and leaving 135,302 shares worth $4.6M. The position accounts for 0.14% of the portfolio, ranked #126.

EverSource Wealth Advisors first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

EverSource Wealth Advisors held 135,302 shares of Dimensional World ex US Core Equity 2 ETF worth $4.6M as of Q1 2026.
EverSource Wealth Advisors sold 236 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $8.21K.
Dimensional World ex US Core Equity 2 ETF made up 0.14% of EverSource Wealth Advisors's portfolio in Q1 2026, its #126 holding.
EverSource Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.