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

Physician Wealth 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 Q1	$2.53M	Buy	74,338 +26	+0%	+$905	0.35%	44
2025 Q4	$2.43M	Sell	74,312 -3,496	-4%	-$112K	0.34%	46
2025 Q3	$2.44M	Sell	77,808 -3,402	-4%	-$103K	0.35%	47
2025 Q2	$2.39M	Buy	81,210 +34	+0%	+$936	0.37%	47
2025 Q1	$2.13M	Buy	81,176 +45	+0.1%	+$1.17K	0.37%	47
2024 Q4	$2.02M	Buy	81,131 +1,513	+2%	+$39.1K	0.34%	48
2024 Q3	$2.1M	Sell	79,618 -13,120	-14%	-$340K	0.38%	41
2024 Q2	$2.45M	Buy	92,738 +3,742	+4%	+$95.6K	0.45%	38
2024 Q1	$2.19M	Sell	88,996 -21	-0%	-$514	0.46%	38
2023 Q4	$2.11M	Buy	89,017 +85	+0.1%	+$1.94K	0.47%	35
2023 Q3	$1.98M	Buy	88,932 +194	+0.2%	+$4.54K	0.51%	33
2023 Q2	$2.08M	Buy	88,738 +281	+0.3%	+$6.54K	0.52%	32
2023 Q1	$2.08M	Buy	88,457 +56	+0.1%	+$1.28K	0.54%	31
2022 Q4	$2.07M	Buy	88,401 +1,259	+1%	+$26.2K	0.56%	31
2022 Q3	$1.73M	Buy	87,142 +826	+1%	+$17.5K	0.53%	33
2022 Q2	$1.91M	Buy	86,316 +204	+0.2%	+$4.75K	0.55%	32
2022 Q1	$2.06M	Buy	86,112 +119	+0.1%	+$3.01K	0.55%	36
2021 Q4	$2.26M	Buy	85,993 +464	+0.5%	+$12.1K	0.59%	34
2021 Q3	$2.27M	Buy	+85,529	New	+$2.26M	0.62%	32

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Physician Wealth Advisors's DFAX Position: Q1 2026 in Review

Physician Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.03% in Q1 2026, buying an estimated $905 and bringing the position to 74,338 shares worth $2.53M. The position accounts for 0.35% of the portfolio, ranked #44.

Physician Wealth Advisors first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Physician Wealth Advisors held 74,338 shares of Dimensional World ex US Core Equity 2 ETF worth $2.53M as of Q1 2026.
Physician Wealth Advisors bought 26 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $905.
Dimensional World ex US Core Equity 2 ETF made up 0.35% of Physician Wealth Advisors's portfolio in Q1 2026, its #44 holding.
Physician Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.