Guardian Wealth Advisors (North Carolina)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-460	Closed	-$15.6K	–	409
2026 Q1	$15.6K	Buy	+460	New	+$16K	﹤0.01%	520
2025 Q3	–	Sell	-460	Closed	-$13.5K	–	377
2025 Q2	$13.5K	Hold	460	–	–	﹤0.01%	466
2025 Q1	$12.1K	Hold	460	–	–	﹤0.01%	452
2024 Q4	$11.4K	Buy	+460	New	+$11.9K	﹤0.01%	436
2023 Q2	–	Sell	-511	Closed	-$11.8K	–	418
2023 Q1	$11.8K	Hold	511	–	–	﹤0.01%	331
2022 Q4	$11K	Hold	511	–	–	﹤0.01%	315
2022 Q3	$10K	Hold	511	–	–	﹤0.01%	288
2022 Q2	$11K	Buy	+511	New	+$11.9K	﹤0.01%	282

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 22.9% 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 $1.11B AUM 11.16% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DFAX Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026, closing a stake of 460 shares — an estimated $15.6K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DFAX in Q2 2022 and held it in 8 quarters. The position peaked at $15.6K in Q1 2026. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 460 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $15.6K.
Guardian Wealth Advisors (North Carolina) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2022 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s Dimensional World ex US Core Equity 2 ETF position peaked at $15.6K in Q1 2026.
714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.