Independent Advisor Alliance’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Independent Advisor Alliance’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	-10,989	Closed	-$373K	–	1156
2026 Q1	$373K	Buy	+10,989	New	+$382K	﹤0.01%	1233
2025 Q1	–	Sell	-8,157	Closed	-$203K	–	908
2024 Q4	$203K	Buy	+8,157	New	+$211K	﹤0.01%	1288
2024 Q3	–	Sell	-34,555	Closed	-$878K	–	721
2024 Q2	$878K	Sell	34,555 -14,331	-29%	-$366K	0.03%	350
2024 Q1	$1.24M	Buy	48,886 +15,476	+46%	+$379K	0.04%	285
2023 Q4	$816K	Buy	33,410 +11,370	+52%	+$260K	0.03%	341
2023 Q3	$496K	Buy	22,040 +6,359	+41%	+$149K	0.02%	416
2023 Q2	$366K	Buy	+15,681	New	+$365K	0.02%	487

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

Independent Advisor Alliance's DFAX Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026, closing a stake of 10,989 shares — an estimated $373K sold.

Independent Advisor Alliance first reported a position in DFAX in Q2 2023 and held it in 7 quarters. The position peaked at $1.24M in Q1 2024. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Independent Advisor Alliance reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 10,989 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $373K.
Independent Advisor Alliance first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2023 and held it in 7 quarters.
Independent Advisor Alliance's Dimensional World ex US Core Equity 2 ETF position peaked at $1.24M in Q1 2024.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.