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

Lido 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	$343K	Buy	9,310 +1,499	+19%	+$55.1K	﹤0.01%	1690
2026 Q1	$265K	Sell	7,811 -201	-3%	-$7K	﹤0.01%	1630
2025 Q4	$251K	Hold	8,012	–	–	﹤0.01%	1664
2025 Q3	$251K	Sell	8,012 -389	-5%	-$11.8K	﹤0.01%	1578
2025 Q2	$247K	Buy	+8,401	New	+$231K	﹤0.01%	1423
2022 Q1	–	Sell	-9,189	Closed	-$239K	–	1016
2021 Q4	$239K	Sell	9,189 -2,100	-19%	-$54.8K	﹤0.01%	897
2021 Q3	$292K	Buy	+11,289	New	+$299K	﹤0.01%	759

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

Lido Advisors's DFAX Position: Q2 2026 in Review

Lido Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 19% in Q2 2026, buying an estimated $55.1K and bringing the position to 9,310 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Lido Advisors first reported a position in DFAX in Q3 2021 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Lido Advisors held 9,310 shares of Dimensional World ex US Core Equity 2 ETF worth $343K as of Q2 2026.
Lido Advisors bought 1,499 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $55.1K.
Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1690 holding.
Lido Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 7 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.