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DFAX icon

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

Perennial 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
Q3 		$257K Hold
6,931
– – 0.04% 125
2026
Q2 		$255K Buy
+6,931
New +$255K 0.04% 121

Other funds holding DFAX

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
WC
Wolfstich Capital Medfield, Massachusetts $123M AUM 8.42% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Perennial Advisors's DFAX Position: Q3 2026 in Review

Perennial Advisors held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q3 2026 at 6,931 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #125.

Perennial Advisors first reported a position in DFAX in Q2 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • Perennial Advisors held 6,931 shares of Dimensional World ex US Core Equity 2 ETF worth $257K as of Q3 2026.
  • Perennial Advisors left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q3 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 0.04% of Perennial Advisors's portfolio in Q3 2026, its #125 holding.
  • Perennial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.