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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
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
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 $10.6B AUM 34.1% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DFAX Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2026: 460 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in DFAX as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in DFAX in Q2 2022 and has held it in 8 quarters since. 695 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 460 shares of Dimensional World ex US Core Equity 2 ETF worth $15.6K as of Q1 2026.
  • Dimensional World ex US Core Equity 2 ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #520 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2022 and has held it in 8 quarters since.
  • 695 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.