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 Q2	$6.2M	Sell	168,427 -11,756	-7%	-$432K	0.1%	85
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 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

Forvis Mazars Wealth Advisors's DFAX Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 6.5% in Q2 2026, selling an estimated $432K and leaving 168,427 shares worth $6.2M. The position accounts for 0.1% of the portfolio, ranked #85.

Forvis Mazars Wealth Advisors first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. The position peaked at $14.6M in Q3 2024. 711 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Forvis Mazars Wealth Advisors held 168,427 shares of Dimensional World ex US Core Equity 2 ETF worth $6.2M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 11,756 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $432K.
Dimensional World ex US Core Equity 2 ETF made up 0.1% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #85 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 20 quarters since.
Forvis Mazars Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $14.6M in Q3 2024.
711 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.