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

Prime Capital 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
Q1 		$417K Buy
12,280
+1,018
+9% +$35.4K ﹤0.01% 719
2025
Q4 		$369K Sell
11,262
-2,987
-21% -$95.3K ﹤0.01% 741
2025
Q3 		$447K Buy
14,249
+1
+0% +$30 0.01% 676
2025
Q2 		$418K Sell
14,248
-10,921
-43% -$301K 0.01% 665
2025
Q1 		$659K Buy
25,169
+10,285
+69% +$267K 0.01% 595
2024
Q4 		$370K Sell
14,884
-571
-4% -$14.8K 0.01% 655
2024
Q3 		$417K Sell
15,455
-147
-0.9% -$3.81K 0.01% 638
2024
Q2 		$397K Sell
15,602
-1,611
-9% -$41.2K 0.01% 644
2024
Q1 		$438K Buy
17,213
+507
+3% +$12.4K 0.01% 654
2023
Q4 		$408K Buy
16,706
+817
+5% +$18.7K 0.01% 633
2023
Q3 		$358K Buy
15,889
+326
+2% +$7.63K 0.01% 538
2023
Q2 		$363K Sell
15,563
-5,351
-26% -$125K 0.01% 551
2023
Q1 		$482K Buy
20,914
+4,719
+29% +$108K 0.02% 349
2022
Q4 		$350K Buy
16,195
+3,071
+23% +$63.8K 0.01% 395
2022
Q3 		$248K Sell
13,124
-2,893
-18% -$61.4K 0.01% 340
2022
Q2 		$343K Buy
16,017
+1,942
+14% +$45.2K 0.02% 274
2022
Q1 		$367K Hold
14,075
– – 0.02% 273
2021
Q4 		$367K Buy
14,075
+4,515
+47% +$118K 0.02% 273
2021
Q3 		$247K Buy
+9,560
New +$253K 0.02% 270

Other funds holding DFAX

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LPL Financial
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AF
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
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
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
GT
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