Farther Finance Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Farther Finance 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	$18.3M	Sell	497,251 -114,437	-19%	-$4.2M	0.14%	126
2026 Q1	$21.1M	Buy	611,688 +60,425	+11%	+$2.1M	0.2%	96
2025 Q4	$18M	Buy	551,263 +229,248	+71%	+$7.31M	0.19%	97
2025 Q3	$10.1M	Buy	322,015 +16,796	+6%	+$510K	0.15%	119
2025 Q2	$8.96M	Sell	305,219 -36,975	-11%	-$1.02M	0.18%	109
2025 Q1	$9M	Buy	342,194 +337,670	+7,464%	+$8.77M	0.23%	93
2024 Q4	$112K	Sell	4,524 -588	-12%	-$15.2K	﹤0.01%	1260
2024 Q3	$138K	Buy	5,112 +301	+6%	+$7.81K	0.01%	1163
2024 Q2	$122K	Hold	4,811	–	–	0.01%	1047
2024 Q1	$122K	Hold	4,811	–	–	0.01%	875
2023 Q4	$117K	Sell	4,811 -54	-1%	-$1.24K	0.01%	738
2023 Q3	$110K	Hold	4,865	–	–	0.02%	524
2023 Q2	$113K	Sell	4,865 -1,590	-25%	-$37K	0.02%	422
2023 Q1	$149K	Sell	6,455 -3,576	-36%	-$81.7K	0.04%	307
2022 Q4	$217K	Buy	+10,031	New	+$209K	0.08%	212

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

Farther Finance Advisors's DFAX Position: Q2 2026 in Review

Farther Finance Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 19% in Q2 2026, selling an estimated $4.2M and leaving 497,251 shares worth $18.3M. The position accounts for 0.14% of the portfolio, ranked #126.

Farther Finance Advisors first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.1M in Q1 2026. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Farther Finance Advisors held 497,251 shares of Dimensional World ex US Core Equity 2 ETF worth $18.3M as of Q2 2026.
Farther Finance Advisors sold 114,437 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $4.2M.
Dimensional World ex US Core Equity 2 ETF made up 0.14% of Farther Finance Advisors's portfolio in Q2 2026, its #126 holding.
Farther Finance Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $21.1M in Q1 2026.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.