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J.W. Cole Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

J.W. Cole 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 		$261K Buy
7,091
+569
+9% +$20.9K ﹤0.01% 1358
2026
Q1 		$222K Buy
+6,522
New +$227K 0.01% 722
2024
Q1 		– Sell
-11,921
Closed -$291K – 888
2023
Q4 		$291K Buy
+11,921
New +$273K 0.02% 658

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

J.W. Cole Advisors's DFAX Position: Q2 2026 in Review

J.W. Cole Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 8.7% in Q2 2026, buying an estimated $20.9K and bringing the position to 7,091 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

J.W. Cole Advisors first reported a position in DFAX in Q4 2023 and has held it in 3 quarters since. The position peaked at $291K in Q4 2023. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • J.W. Cole Advisors held 7,091 shares of Dimensional World ex US Core Equity 2 ETF worth $261K as of Q2 2026.
  • J.W. Cole Advisors bought 569 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $20.9K.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1358 holding.
  • J.W. Cole Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 3 quarters since.
  • J.W. Cole Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $291K in Q4 2023.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.