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

Evoke Wealth’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 		– Sell
-31,728
Closed -$1.08M – 154
2026
Q1 		$1.08M Buy
31,728
+569
+2% +$19.8K 0.02% 272
2025
Q4 		$1.02M Buy
31,159
+1
+0% +$32 0.02% 262
2025
Q3 		$978K Sell
31,158
-1
-0% -$30 0.02% 253
2025
Q2 		$915K Sell
31,159
-9,241
-23% -$254K 0.02% 245
2025
Q1 		$1.06M Buy
+40,400
New +$1.05M 0.03% 193

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

Evoke Wealth's DFAX Position: Q2 2026 in Review

Evoke Wealth sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026, closing a stake of 31,728 shares — an estimated $1.08M sold.

Evoke Wealth first reported a position in DFAX in Q1 2025 and held it in 5 quarters. The position peaked at $1.08M in Q1 2026. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Evoke Wealth reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 31,728 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $1.08M.
  • Evoke Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and held it in 5 quarters.
  • Evoke Wealth's Dimensional World ex US Core Equity 2 ETF position peaked at $1.08M in Q1 2026.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.