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

Poinciana Advisors Group’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	$2.15M	Sell	46,397 -13,097	-22%	-$481K	1.6%	14
2026 Q1	$2.02M	Sell	59,494 -6,862	-10%	-$239K	1.6%	14
2025 Q4	$2.17M	Sell	66,356 -2,227	-3%	-$71K	1.71%	13
2025 Q3	$2.15M	Sell	68,583 -1,553	-2%	-$47.2K	1.82%	13
2025 Q2	$2.06M	Sell	70,136 -762	-1%	-$21K	1.86%	13
2025 Q1	$1.86M	Hold	70,898	–	–	1.92%	12
2024 Q4	$1.76M	Buy	+70,898	New	+$1.83M	1.79%	15

Other funds holding DFAX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Poinciana Advisors Group's DFAX Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 22% in Q2 2026, selling an estimated $481K and leaving 46,397 shares worth $2.15M. The position accounts for 1.6% of the portfolio, ranked #14.

Poinciana Advisors Group first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q4 2025. 479 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Poinciana Advisors Group held 46,397 shares of Dimensional World ex US Core Equity 2 ETF worth $2.15M as of Q2 2026.
Poinciana Advisors Group sold 13,097 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $481K.
Dimensional World ex US Core Equity 2 ETF made up 1.6% of Poinciana Advisors Group's portfolio in Q2 2026, its #14 holding.
Poinciana Advisors Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
Poinciana Advisors Group's Dimensional World ex US Core Equity 2 ETF position peaked at $2.17M in Q4 2025.
479 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.