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Financial Advocates Investment Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		$201K Sell
6,401
-1,076
-14% -$32.7K 0.11% 104
2025
Q2 		$233K Buy
7,477
+62
+0.8% +$1.71K 0.02% 557
2025
Q1 		$207K Buy
+7,415
New +$193K 0.01% 668
2024
Q3 		– Sell
-9,860
Closed -$261K – 781
2024
Q2 		$261K Sell
9,860
-6,536
-40% -$167K 0.02% 610
2024
Q1 		$417K Sell
16,396
-90
-0.5% -$2.2K 0.02% 496
2023
Q4 		$403K Buy
+16,486
New +$377K 0.03% 474
2023
Q3 		– Sell
-16,139
Closed -$376K – 704
2023
Q2 		$376K Sell
16,139
-394
-2% -$9.18K 0.03% 458
2023
Q1 		$381K Sell
16,533
-2,558
-13% -$58.4K 0.03% 488
2022
Q4 		$412K Buy
19,091
+7,686
+67% +$160K 0.03% 485
2022
Q3 		$217K Sell
11,405
-10,795
-49% -$229K 0.02% 650
2022
Q2 		$476K Buy
22,200
+11,390
+105% +$265K 0.04% 407
2022
Q1 		$270K Sell
10,810
-11,770
-52% -$298K 0.02% 604
2021
Q4 		$589K Sell
22,580
-24,340
-52% -$636K 0.04% 445
2021
Q3 		$1.21M Buy
+46,920
New +$1.24M 0.08% 275

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 $2.02B AUM 26.03% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Financial Advocates Investment Management's DFAX Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 14% in Q3 2025, selling an estimated $32.7K and leaving 6,401 shares worth $201K. The position accounts for 0.11% of the portfolio, ranked #104.

Financial Advocates Investment Management first reported a position in DFAX in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.21M in Q3 2021. 603 funds tracked by Wall St. Rank hold DFAX as of Q3 2025.

  • Financial Advocates Investment Management held 6,401 shares of Dimensional World ex US Core Equity 2 ETF worth $201K as of Q3 2025.
  • Financial Advocates Investment Management sold 1,076 Dimensional World ex US Core Equity 2 ETF shares in Q3 2025, an estimated $32.7K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.11% of Financial Advocates Investment Management's portfolio in Q3 2025, its #104 holding.
  • Financial Advocates Investment Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 14 quarters since.
  • Financial Advocates Investment Management's Dimensional World ex US Core Equity 2 ETF position peaked at $1.21M in Q3 2021.
  • 603 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.