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HTG Investment Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

HTG Investment 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 		$21.9M Sell
595,793
-33,604
-5% -$1.23M 5.63% 5
2026
Q1 		$21.4M Buy
629,397
+1,422
+0.2% +$49.5K 6.08% 5
2025
Q4 		$20.6M Buy
627,975
+14,208
+2% +$453K 6.32% 5
2025
Q3 		$19.3M Buy
613,767
+7,916
+1% +$240K 6.48% 6
2025
Q2 		$17.8M Sell
605,851
-19,128
-3% -$526K 6.62% 6
2025
Q1 		$16.4M Buy
624,979
+6,762
+1% +$176K 6.83% 6
2024
Q4 		$15.4M Buy
618,217
+14,268
+2% +$369K 7.03% 5
2024
Q3 		$16.3M Buy
603,949
+13,567
+2% +$352K 7.7% 3
2024
Q2 		$15M Buy
590,382
+2,325
+0.4% +$59.4K 8.09% 2
2024
Q1 		$15M Sell
588,057
-46,291
-7% -$1.13M 8.67% 3
2023
Q4 		$15.5M Buy
634,348
+2,616
+0.4% +$59.8K 10.12% 3
2023
Q3 		$14.2M Buy
631,732
+791
+0.1% +$18.5K 11.4% 2
2023
Q2 		$14.7M Sell
630,941
-11,314
-2% -$264K 12.15% 2
2023
Q1 		$14.8M Sell
642,255
-3,637
-0.6% -$83.1K 13.5% 1
2022
Q4 		$14M Buy
+645,892
New +$13.4M 14.12% 1

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

HTG Investment Advisors's DFAX Position: Q2 2026 in Review

HTG Investment Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 5.3% in Q2 2026, selling an estimated $1.23M and leaving 595,793 shares worth $21.9M. The position accounts for 5.63% of the portfolio, ranked #5.

HTG Investment Advisors first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. 713 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • HTG Investment Advisors held 595,793 shares of Dimensional World ex US Core Equity 2 ETF worth $21.9M as of Q2 2026.
  • HTG Investment Advisors sold 33,604 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $1.23M.
  • Dimensional World ex US Core Equity 2 ETF made up 5.63% of HTG Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • HTG Investment Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 713 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.