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Prudent Investor Advisors, LLC’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Prudent Investor Advisors, LLC’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 		$2.38M Buy
+64,380
New +$2.41M 1.87% 11

Other funds holding DFAX

Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Financial Symmetry
Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

Prudent Investor Advisors, LLC's DFAX Position: Q3 2026 in Review

Prudent Investor Advisors, LLC opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2026: 64,380 shares worth $2.38M. The stake represents 1.87% of the portfolio and ranks #11 among its holdings.

234 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • Prudent Investor Advisors, LLC held 64,380 shares of Dimensional World ex US Core Equity 2 ETF worth $2.38M as of Q3 2026.
  • Dimensional World ex US Core Equity 2 ETF was a new Prudent Investor Advisors, LLC position in Q3 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 1.87% of Prudent Investor Advisors, LLC's portfolio in Q3 2026, its #11 holding.
  • 234 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Prudent Investor Advisors, LLC's 13F filing for Q3 2026, filed 22 Oct 2026.