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Investment Advisory Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Investment Advisory Group’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 		$6.44M Sell
174,934
-1,162
-0.7% -$42.7K 1.4% 14
2026
Q1 		$5.98M Sell
176,096
-1,671
-0.9% -$58.1K 1.52% 13
2025
Q4 		$5.82M Buy
177,767
+1,937
+1% +$61.8K 1.5% 15
2025
Q3 		$5.52M Buy
175,830
+217
+0.1% +$6.59K 1.5% 17
2025
Q2 		$5.16M Buy
175,613
+699
+0.4% +$19.2K 1.56% 17
2025
Q1 		$4.58M Buy
174,914
+837
+0.5% +$21.7K 1.53% 16
2024
Q4 		$4.33M Sell
174,077
-4,055
-2% -$105K 1.45% 17
2024
Q3 		$4.81M Sell
178,132
-6,524
-4% -$169K 1.67% 16
2024
Q2 		$4.69M Buy
184,656
+2,786
+2% +$71.2K 1.81% 15
2024
Q1 		$4.63M Sell
181,870
-8,058
-4% -$197K 1.91% 14
2023
Q4 		$4.64M Buy
189,928
+3,532
+2% +$80.8K 2.13% 11
2023
Q3 		$4.2M Buy
186,396
+25,057
+16% +$586K 2.18% 11
2023
Q2 		$3.76M Buy
161,339
+2,604
+2% +$60.7K 1.93% 13
2023
Q1 		$3.66M Sell
158,735
-10,158
-6% -$232K 2.11% 12
2022
Q4 		$3.65M Buy
168,893
+2,803
+2% +$58.3K 2.24% 12
2022
Q3 		$3.14M Buy
166,090
+7,154
+5% +$152K 2.18% 12
2022
Q2 		$3.41M Sell
158,936
-5,378
-3% -$125K 2.32% 10
2022
Q1 		$4.1M Buy
164,314
+5,670
+4% +$144K 2.49% 10
2021
Q4 		$4.13M Buy
+158,644
New +$4.14M 2.65% 10

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

Investment Advisory Group's DFAX Position: Q2 2026 in Review

Investment Advisory Group reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.66% in Q2 2026, selling an estimated $42.7K and leaving 174,934 shares worth $6.44M. The position accounts for 1.4% of the portfolio, ranked #14.

Investment Advisory Group first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Investment Advisory Group held 174,934 shares of Dimensional World ex US Core Equity 2 ETF worth $6.44M as of Q2 2026.
  • Investment Advisory Group sold 1,162 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $42.7K.
  • Dimensional World ex US Core Equity 2 ETF made up 1.4% of Investment Advisory Group's portfolio in Q2 2026, its #14 holding.
  • Investment Advisory Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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