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Fiduciary Alliance’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Fiduciary Alliance’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 		$1.42M Sell
38,494
-256
-0.7% -$9.4K 0.1% 222
2026
Q1 		$1.41M Sell
38,750
-267
-0.7% -$9.29K 0.09% 225
2025
Q4 		$1.28M Sell
39,017
-430
-1% -$13.7K 0.08% 215
2025
Q3 		$1.24M Buy
39,447
+959
+2% +$29.1K 0.08% 210
2025
Q2 		$1.13M Buy
+38,488
New +$1.06M 0.08% 208
2023
Q3 		– Sell
-4,289
Closed -$100K – 349
2023
Q2 		$100K Buy
+4,289
New +$99.9K 0.02% 211
2023
Q1 		– Sell
-4,289
Closed -$92.6K – 318
2022
Q4 		$92.6K Buy
+4,289
New +$89.2K 0.02% 171

Other funds holding DFAX

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Fiduciary Alliance's DFAX Position: Q2 2026 in Review

Fiduciary Alliance reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.66% in Q2 2026, selling an estimated $9.4K and leaving 38,494 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #222.

Fiduciary Alliance first reported a position in DFAX in Q4 2022 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Fiduciary Alliance held 38,494 shares of Dimensional World ex US Core Equity 2 ETF worth $1.42M as of Q2 2026.
  • Fiduciary Alliance sold 256 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $9.4K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.1% of Fiduciary Alliance's portfolio in Q2 2026, its #222 holding.
  • Fiduciary Alliance first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.