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

Kingswood 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 Q2	$3.65M	Sell	99,054 -6,524	-6%	-$240K	0.15%	157
2026 Q1	$3.59M	Buy	105,578 +13,613	+15%	+$474K	0.17%	139
2025 Q4	$3.01M	Buy	91,965 +457	+0.5%	+$14.6K	0.15%	155
2025 Q3	$2.87M	Hold	91,508	–	–	0.17%	136
2025 Q2	$2.69M	Sell	91,508 -3,992	-4%	-$110K	0.21%	109
2025 Q1	$2.5M	Buy	95,500 +1,037	+1%	+$26.9K	0.23%	103
2024 Q4	$2.35M	Buy	94,463 +42,123	+80%	+$1.09M	0.18%	126
2024 Q3	$1.41M	Buy	+52,340	New	+$1.36M	0.1%	231

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

Kingswood Wealth Advisors's DFAX Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 6.2% in Q2 2026, selling an estimated $240K and leaving 99,054 shares worth $3.65M. The position accounts for 0.15% of the portfolio, ranked #157.

Kingswood Wealth Advisors first reported a position in DFAX in Q3 2024 and has held it in 8 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Kingswood Wealth Advisors held 99,054 shares of Dimensional World ex US Core Equity 2 ETF worth $3.65M as of Q2 2026.
Kingswood Wealth Advisors sold 6,524 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $240K.
Dimensional World ex US Core Equity 2 ETF made up 0.15% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Kingswood Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and has held it in 8 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.