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Excelsior Advisor Network’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Excelsior Advisor Network’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 		$316K Buy
+8,590
New +$316K 0.04% 355

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

Excelsior Advisor Network's DFAX Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026: 8,590 shares worth $316K. The stake represents 0.04% of the portfolio and ranks #355 among its holdings.

710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Excelsior Advisor Network held 8,590 shares of Dimensional World ex US Core Equity 2 ETF worth $316K as of Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF was a new Excelsior Advisor Network position in Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 0.04% of Excelsior Advisor Network's portfolio in Q2 2026, its #355 holding.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.