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Porter White Investment Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Porter White Investment 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 		$11M Sell
297,632
-4,893
-2% -$180K 4.22% 4
2026
Q1 		$10.3M Sell
302,525
-2,586
-0.8% -$90K 4.12% 4
2025
Q4 		$9.99M Buy
305,111
+286
+0.1% +$9.12K 4.1% 4
2025
Q3 		$9.57M Sell
304,825
-2,943
-1% -$89.4K 4.11% 4
2025
Q2 		$9.04M Sell
307,768
-15,701
-5% -$432K 4.21% 4
2025
Q1 		$8.47M Buy
323,469
+15,691
+5% +$407K 4.19% 4
2024
Q4 		$7.65M Buy
307,778
+4,210
+1% +$109K 3.88% 4
2024
Q3 		$8.2M Sell
303,568
-2,511
-0.8% -$65.1K 4.11% 4
2024
Q2 		$7.78M Sell
306,079
-2,101
-0.7% -$53.7K 4.17% 4
2024
Q1 		$7.84M Sell
308,180
-10,515
-3% -$257K 4.17% 4
2023
Q4 		$7.78M Buy
318,695
+884
+0.3% +$20.2K 4.85% 3
2023
Q3 		$7.16M Buy
317,811
+2,579
+0.8% +$60.3K 5.47% 3
2023
Q2 		$7.35M Sell
315,232
-7,734
-2% -$180K 5.81% 3
2023
Q1 		$7.45M Sell
322,966
-15,097
-4% -$345K 6.39% 3
2022
Q4 		$7.3M Buy
+338,063
New +$7.03M 6.47% 3

Other funds holding DFAX

Envestnet Asset Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Porter White Investment Advisors's DFAX Position: Q2 2026 in Review

Porter White Investment Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.6% in Q2 2026, selling an estimated $180K and leaving 297,632 shares worth $11M. The position accounts for 4.22% of the portfolio, ranked #4.

Porter White Investment Advisors first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. 448 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Porter White Investment Advisors held 297,632 shares of Dimensional World ex US Core Equity 2 ETF worth $11M as of Q2 2026.
  • Porter White Investment Advisors sold 4,893 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $180K.
  • Dimensional World ex US Core Equity 2 ETF made up 4.22% of Porter White Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Porter White Investment Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 448 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.