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DFAX icon

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

NewEdge 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 		$5.42M Buy
147,107
+10,672
+8% +$392K 0.02% 744
2026
Q1 		$4.63M Buy
136,435
+19,113
+16% +$665K 0.02% 724
2025
Q4 		$3.84M Buy
117,322
+71,471
+156% +$2.28M 0.01% 774
2025
Q3 		$1.44M Buy
45,851
+1,275
+3% +$38.7K 0.01% 1192
2025
Q2 		$1.31M Buy
44,576
+8,764
+24% +$241K 0.01% 1139
2025
Q1 		$938K Sell
35,812
-2,735
-7% -$71K 0.01% 1220
2024
Q4 		$958K Sell
38,547
-342
-0.9% -$8.85K 0.01% 1183
2024
Q3 		$1.05M Sell
38,889
-6,458
-14% -$168K 0.01% 1077
2024
Q2 		$1.15M Buy
45,347
+5,394
+14% +$138K 0.01% 1003
2024
Q1 		$1.02M Buy
39,953
+3,310
+9% +$81K 0.01% 996
2023
Q4 		$873K Buy
36,643
+6,002
+20% +$137K 0.01% 1004
2023
Q3 		$690K Buy
30,641
+2,962
+11% +$69.3K 0.01% 1035
2023
Q2 		$645K Buy
27,679
+352
+1% +$8.2K 0.01% 1063
2023
Q1 		$630K Buy
27,327
+387
+1% +$8.84K 0.01% 1008
2022
Q4 		$573K Buy
26,940
+454
+2% +$9.44K 0.02% 723
2022
Q3 		$500K Sell
26,486
-4,975
-16% -$106K 0.01% 965
2022
Q2 		$674K Sell
31,461
-4,740
-13% -$110K 0.01% 845
2022
Q1 		$903K Sell
36,201
-1,933
-5% -$49K 0.01% 672
2021
Q4 		$996K Buy
+38,134
New +$996K 0.02% 735

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

NewEdge Advisors's DFAX Position: Q2 2026 in Review

NewEdge Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 7.8% in Q2 2026, buying an estimated $392K and bringing the position to 147,107 shares worth $5.42M. The position accounts for 0.02% of the portfolio, ranked #744.

NewEdge Advisors first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • NewEdge Advisors held 147,107 shares of Dimensional World ex US Core Equity 2 ETF worth $5.42M as of Q2 2026.
  • NewEdge Advisors bought 10,672 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $392K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #744 holding.
  • NewEdge Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.