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Flagship Harbor Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-549
Closed -$18K – 1064
2025
Q4 		$18K Buy
+549
New +$17.5K ﹤0.01% 1353

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 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 22.9% 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 $1.11B AUM 11.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Flagship Harbor Advisors's DFAX Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2026, closing a stake of 549 shares — an estimated $18K sold.

Flagship Harbor Advisors first reported a position in DFAX in Q4 2025 and held it in 1 quarter. The position peaked at $18K in Q4 2025. 700 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 549 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $18K.
  • Flagship Harbor Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $18K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.