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

Market Street Wealth Management 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 		$1.39M Sell
37,777
-695
-2% -$25.5K 0.2% 51
2026
Q1 		$1.31M Sell
38,472
-610
-2% -$21.2K 0.21% 50
2025
Q4 		$1.28M Buy
39,082
+1,590
+4% +$50.7K 0.2% 52
2025
Q3 		$1.18M Sell
37,492
-1,641
-4% -$49.8K 0.19% 53
2025
Q2 		$1.15M Buy
39,133
+1,672
+4% +$46K 0.19% 50
2025
Q1 		$981K Buy
37,461
+1,514
+4% +$39.3K 0.17% 52
2024
Q4 		$894K Buy
35,947
+9,235
+35% +$239K 0.15% 53
2024
Q3 		$721K Buy
26,712
+31
+0.1% +$804 0.12% 59
2024
Q2 		$678K Sell
26,681
-402
-1% -$10.3K 0.12% 60
2024
Q1 		$689K Buy
27,083
+1,140
+4% +$27.9K 0.12% 62
2023
Q4 		$634K Buy
25,943
+10,949
+73% +$250K 0.13% 68
2023
Q3 		$338K Sell
14,994
-284
-2% -$6.64K 0.09% 81
2023
Q2 		$356K Hold
15,278
– – 0.09% 77
2023
Q1 		$352K Hold
15,278
– – 0.09% 83
2022
Q4 		$330K Sell
15,278
-131,217
-90% -$2.73M 0.1% 82
2022
Q3 		$2.77M Buy
+146,495
New +$3.11M 0.88% 25

Other funds holding DFAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TFP
Triune Financial Partners Overland Park, Kansas $479M AUM 25.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Market Street Wealth Management Advisors's DFAX Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.8% in Q2 2026, selling an estimated $25.5K and leaving 37,777 shares worth $1.39M. The position accounts for 0.2% of the portfolio, ranked #51.

Market Street Wealth Management Advisors first reported a position in DFAX in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.77M in Q3 2022. 473 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Market Street Wealth Management Advisors held 37,777 shares of Dimensional World ex US Core Equity 2 ETF worth $1.39M as of Q2 2026.
  • Market Street Wealth Management Advisors sold 695 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $25.5K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.2% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #51 holding.
  • Market Street Wealth Management Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
  • Market Street Wealth Management Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $2.77M in Q3 2022.
  • 473 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.