Joel Adams & Associates’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Joel Adams & Associates’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	$420K	Buy	11,407 +119	+1%	+$4.37K	0.27%	49
2026 Q1	$383K	Sell	11,288 -1,830	-14%	-$63.7K	0.28%	47
2025 Q4	$429K	Buy	13,118 +81	+0.6%	+$2.58K	0.32%	43
2025 Q3	$409K	Buy	13,037 +66	+0.5%	+$2K	0.33%	42
2025 Q2	$381K	Buy	12,971 +1,987	+18%	+$54.7K	0.34%	39
2025 Q1	$288K	Buy	10,984 +28	+0.3%	+$727	0.26%	48
2024 Q4	$272K	Buy	+10,956	New	+$283K	0.25%	48

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

Joel Adams & Associates's DFAX Position: Q2 2026 in Review

Joel Adams & Associates increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.1% in Q2 2026, buying an estimated $4.37K and bringing the position to 11,407 shares worth $420K. The position accounts for 0.27% of the portfolio, ranked #49.

Joel Adams & Associates first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $429K in Q4 2025. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Joel Adams & Associates held 11,407 shares of Dimensional World ex US Core Equity 2 ETF worth $420K as of Q2 2026.
Joel Adams & Associates bought 119 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $4.37K.
Dimensional World ex US Core Equity 2 ETF made up 0.27% of Joel Adams & Associates's portfolio in Q2 2026, its #49 holding.
Joel Adams & Associates first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
Joel Adams & Associates's Dimensional World ex US Core Equity 2 ETF position peaked at $429K in Q4 2025.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.