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Forvis Mazars Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Forvis Mazars Wealth 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 		$6.12M Sell
180,183
-32,690
-15% -$1.14M 0.12% 83
2025
Q4 		$6.97M Sell
212,873
-19,064
-8% -$608K 0.13% 78
2025
Q3 		$7.28M Sell
231,937
-25,973
-10% -$789K 0.14% 75
2025
Q2 		$7.57M Sell
257,910
-82,873
-24% -$2.28M 0.16% 69
2025
Q1 		$8.93M Sell
340,783
-170,573
-33% -$4.43M 0.21% 58
2024
Q4 		$12.7M Sell
511,356
-28,141
-5% -$728K 0.29% 49
2024
Q3 		$14.6M Sell
539,497
-15,957
-3% -$414K 0.33% 46
2024
Q2 		$14.1M Buy
555,454
+18,547
+3% +$474K 0.35% 45
2024
Q1 		$13.7M Buy
536,907
+57,855
+12% +$1.42M 0.35% 45
2023
Q4 		$11.7M Buy
479,052
+42,438
+10% +$971K 0.33% 45
2023
Q3 		$9.83M Buy
436,614
+40,597
+10% +$949K 0.3% 57
2023
Q2 		$9.23M Buy
396,017
+38,316
+11% +$892K 0.27% 63
2023
Q1 		$8.25M Buy
357,701
+57,989
+19% +$1.32M 0.27% 61
2022
Q4 		$6.47M Buy
299,712
+46,547
+18% +$968K 0.23% 70
2022
Q3 		$4.78M Buy
253,165
+30,976
+14% +$658K 0.19% 78
2022
Q2 		$4.76M Buy
222,189
+207,853
+1,450% +$4.84M 0.19% 72
2022
Q1 		$358K Hold
14,336
– – 0.02% 219
2021
Q4 		$374K Buy
14,336
+8
+0.1% +$209 0.02% 205
2021
Q3 		$371K Buy
+14,328
New +$379K 0.02% 204

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DFAX Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 15% in Q1 2026, selling an estimated $1.14M and leaving 180,183 shares worth $6.12M. The position accounts for 0.12% of the portfolio, ranked #83.

Forvis Mazars Wealth Advisors first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.6M in Q3 2024. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 180,183 shares of Dimensional World ex US Core Equity 2 ETF worth $6.12M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 32,690 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $1.14M.
  • Dimensional World ex US Core Equity 2 ETF made up 0.12% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #83 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • Forvis Mazars Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $14.6M in Q3 2024.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.