Integrated Advisors Network
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Integrated Advisors Network’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Integrated Advisors Network’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
Q3 		$8M Buy
216,170
+2,447
+1% +$91.4K 0.37% 67
2026
Q2 		$7.87M Buy
213,723
+4,035
+2% +$148K 0.36% 61
2026
Q1 		$7.12M Buy
209,688
+3,100
+2% +$108K 0.37% 63
2025
Q4 		$6.76M Sell
206,588
-553
-0.3% -$17.6K 0.3% 76
2025
Q3 		$6.5M Sell
207,141
-3,933
-2% -$119K 0.27% 89
2025
Q2 		$6.2M Buy
211,074
+3,356
+2% +$92.4K 0.28% 88
2025
Q1 		$5.44M Sell
207,718
-6,397
-3% -$166K 0.27% 86
2024
Q4 		$5.32M Buy
214,115
+10,281
+5% +$266K 0.25% 96
2024
Q3 		$5.51M Buy
203,834
+7,481
+4% +$194K 0.26% 94
2024
Q2 		$4.99M Buy
196,353
+301
+0.2% +$7.69K 0.26% 99
2024
Q1 		$4.99M Sell
196,052
-861
-0.4% -$21.1K 0.25% 105
2023
Q4 		$4.81M Buy
196,913
+7,192
+4% +$164K 0.27% 99
2023
Q3 		$4.27M Sell
189,721
-945
-0.5% -$22.1K 0.26% 105
2023
Q2 		$4.44M Buy
190,666
+475
+0.2% +$11.1K 0.26% 102
2023
Q1 		$4.39M Sell
190,191
-20,860
-10% -$477K 0.26% 99
2022
Q4 		$4.56M Sell
211,051
-11,971
-5% -$249K 0.29% 100
2022
Q3 		$4.21M Buy
223,022
+16,729
+8% +$355K 0.29% 89
2022
Q2 		$4.42M Buy
206,293
+11,888
+6% +$277K 0.29% 98
2022
Q1 		$4.85M Buy
194,405
+10,795
+6% +$273K 0.28% 82
2021
Q4 		$4.79M Buy
183,610
+9,470
+5% +$247K 0.28% 85
2021
Q3 		$4.51M Buy
+174,140
New +$4.61M 0.3% 84

Other funds holding DFAX

Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Financial Symmetry
Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

Integrated Advisors Network's DFAX Position: Q3 2026 in Review

Integrated Advisors Network increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.1% in Q3 2026, buying an estimated $91.4K and bringing the position to 216,170 shares worth $8M. The position accounts for 0.37% of the portfolio, ranked #67.

Integrated Advisors Network first reported a position in DFAX in Q3 2021 and has held it in 21 quarters since. 234 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • Integrated Advisors Network held 216,170 shares of Dimensional World ex US Core Equity 2 ETF worth $8M as of Q3 2026.
  • Integrated Advisors Network bought 2,447 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $91.4K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.37% of Integrated Advisors Network's portfolio in Q3 2026, its #67 holding.
  • Integrated Advisors Network first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 21 quarters since.
  • 234 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.