JFS Wealth Advisors
DFAX icon

JFS Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

JFS Wealth 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
Q3 		$137M Sell
3,702,511
-40,955
-1% -$1.53M 6.92% 2
2026
Q2 		$138M Buy
3,743,466
+6,179
+0.2% +$227K 6.88% 2
2026
Q1 		$127M Sell
3,737,287
-52,651
-1% -$1.83M 7.1% 2
2025
Q4 		$124M Buy
3,789,938
+19,522
+0.5% +$623K 6.99% 2
2025
Q3 		$118M Sell
3,770,416
-22,329
-0.6% -$678K 6.92% 2
2025
Q2 		$111M Sell
3,792,745
-24,855
-0.7% -$684K 7.09% 2
2025
Q1 		$100M Buy
3,817,600
+22,007
+0.6% +$571K 6.77% 2
2024
Q4 		$94.4M Buy
3,795,593
+13,668
+0.4% +$354K 6.45% 2
2024
Q3 		$102M Sell
3,781,925
-3,460
-0.1% -$89.8K 6.84% 2
2024
Q2 		$96.2M Sell
3,785,385
-16,091
-0.4% -$411K 7.59% 2
2024
Q1 		$96.7M Sell
3,801,476
-63,466
-2% -$1.55M 7.68% 1
2023
Q4 		$94.4M Sell
3,864,942
-72,466
-2% -$1.66M 8.02% 1
2023
Q3 		$88.7M Sell
3,937,408
-24,737
-0.6% -$579K 8.37% 1
2023
Q2 		$92.4M Buy
3,962,145
+79,339
+2% +$1.85M 8.31% 1
2023
Q1 		$89.5M Buy
3,882,806
+25,980
+0.7% +$594K 8.44% 1
2022
Q4 		$83.3M Buy
3,856,826
+12,903
+0.3% +$268K 8.15% 1
2022
Q3 		$72.6M Buy
3,843,923
+26,974
+0.7% +$573K 7.96% 1
2022
Q2 		$81.8M Buy
3,816,949
+36,666
+1% +$853K 8.64% 1
2022
Q1 		$94.3M Buy
3,780,283
+324,398
+9% +$8.22M 8.9% 1
2021
Q4 		$90.2M Sell
3,455,885
-19,839
-0.6% -$518K 8.51% 1
2021
Q3 		$90M Buy
+3,475,724
New +$92M 9.23% 1

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Alerus Financial
Alerus Financial Grand Forks, North Dakota $2.27B AUM 22.87% 1-Year Est. Return
Geometric Wealth Advisors
Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Monograph Wealth Advisors
Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Triune Financial Partners
Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

JFS Wealth Advisors's DFAX Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.1% in Q3 2026, selling an estimated $1.53M and leaving 3,702,511 shares worth $137M. The position accounts for 6.92% of the portfolio, ranked #2.

JFS Wealth Advisors first reported a position in DFAX in Q3 2021 and has held it in 21 quarters since. The position peaked at $138M in Q2 2026. 648 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • JFS Wealth Advisors held 3,702,511 shares of Dimensional World ex US Core Equity 2 ETF worth $137M as of Q3 2026.
  • JFS Wealth Advisors sold 40,955 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $1.53M.
  • Dimensional World ex US Core Equity 2 ETF made up 6.92% of JFS Wealth Advisors's portfolio in Q3 2026, its #2 holding.
  • JFS Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $138M in Q2 2026.
  • 648 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.