Gradient Capital Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Gradient Capital 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	$5.42M	Buy	147,029 +3,131	+2%	+$115K	1.25%	25
2026 Q1	$4.89M	Buy	143,898 +1,257	+0.9%	+$43.7K	1.27%	24
2025 Q4	$4.67M	Buy	142,641 +1,176	+0.8%	+$37.5K	1.2%	25
2025 Q3	$4.44M	Buy	141,465 +7,716	+6%	+$234K	1.19%	27
2025 Q2	$3.93M	Buy	133,749 +1,349	+1%	+$37.1K	1.16%	28
2025 Q1	$3.47M	Buy	132,400 +9,648	+8%	+$250K	1.13%	28
2024 Q4	$3.05M	Buy	122,752 +7,847	+7%	+$203K	0.98%	32
2024 Q3	$3.1M	Buy	114,905 +4,268	+4%	+$111K	1.03%	31
2024 Q2	$2.81M	Buy	110,637 +3,633	+3%	+$92.8K	1.01%	31
2024 Q1	$2.72M	Buy	107,004 +12,054	+13%	+$295K	1%	29
2023 Q4	$2.32M	Buy	94,950 +3,013	+3%	+$68.9K	0.88%	29
2023 Q3	$2.07M	Sell	91,937 -701	-0.8%	-$16.4K	0.87%	30
2023 Q2	$2.16M	Buy	92,638 +4,606	+5%	+$107K	0.87%	29
2023 Q1	$2.03M	Buy	88,032 +6,761	+8%	+$154K	0.86%	28
2022 Q4	$1.76M	Buy	81,271 +11,564	+17%	+$240K	0.8%	31
2022 Q3	$1.32M	Buy	69,707 +16,010	+30%	+$340K	0.63%	38
2022 Q2	$1.15M	Buy	53,697 +3,506	+7%	+$81.6K	0.55%	49
2022 Q1	$1.25M	Buy	50,191 +1,878	+4%	+$47.6K	0.53%	48
2021 Q4	$1.26M	Buy	48,313 +3,704	+8%	+$96.7K	0.52%	45
2021 Q3	$1.15M	Buy	+44,609	New	+$1.18M	0.53%	44

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

Gradient Capital Advisors's DFAX Position: Q2 2026 in Review

Gradient Capital Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.2% in Q2 2026, buying an estimated $115K and bringing the position to 147,029 shares worth $5.42M. The position accounts for 1.25% of the portfolio, ranked #25.

Gradient Capital Advisors first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Gradient Capital Advisors held 147,029 shares of Dimensional World ex US Core Equity 2 ETF worth $5.42M as of Q2 2026.
Gradient Capital Advisors bought 3,131 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $115K.
Dimensional World ex US Core Equity 2 ETF made up 1.25% of Gradient Capital Advisors's portfolio in Q2 2026, its #25 holding.
Gradient Capital 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.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.