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 Q2	$5M	Buy	135,598 +296	+0.2%	+$10.9K	0.17%	115
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 $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

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

EverSource Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.22% in Q2 2026, buying an estimated $10.9K and bringing the position to 135,598 shares worth $5M. The position accounts for 0.17% of the portfolio, ranked #115.

EverSource Wealth Advisors first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

EverSource Wealth Advisors held 135,598 shares of Dimensional World ex US Core Equity 2 ETF worth $5M as of Q2 2026.
EverSource Wealth Advisors bought 296 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $10.9K.
Dimensional World ex US Core Equity 2 ETF made up 0.17% of EverSource Wealth Advisors's portfolio in Q2 2026, its #115 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 19 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.