Private Advisor Group
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Private Advisor Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Private Advisor 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
Q3 		$69.6M Buy
1,881,218
+1,109,537
+144% +$41.4M 0.23% 87
2026
Q2 		$28.4M Sell
771,681
-381,374
-33% -$14M 0.13% 167
2026
Q1 		$39.2M Sell
1,153,055
-19,463
-2% -$677K 0.18% 120
2025
Q4 		$38.4M Buy
1,172,518
+13,204
+1% +$421K 0.18% 119
2025
Q3 		$36.4M Buy
1,159,314
+4,162
+0.4% +$126K 0.18% 120
2025
Q2 		$33.9M Sell
1,155,152
-149,434
-11% -$4.11M 0.18% 115
2025
Q1 		$34.2M Buy
1,304,586
+8,229
+0.6% +$214K 0.21% 101
2024
Q4 		$32.2M Buy
1,296,357
+54,709
+4% +$1.42M 0.18% 112
2024
Q3 		$33.5M Buy
1,241,648
+193,490
+18% +$5.02M 0.21% 100
2024
Q2 		$26.6M Buy
1,048,158
+39,055
+4% +$998K 0.18% 108
2024
Q1 		$25.7M Buy
1,009,103
+22,053
+2% +$539K 0.18% 105
2023
Q4 		$24.1M Buy
987,050
+139,513
+16% +$3.19M 0.19% 109
2023
Q3 		$19.1M Sell
847,537
-546,571
-39% -$12.8M 0.17% 119
2023
Q2 		$33.2M Buy
1,394,108
+34,963
+3% +$814K 0.29% 76
2023
Q1 		$31.3M Buy
1,359,145
+61,976
+5% +$1.42M 0.3% 76
2022
Q4 		$13.1M Buy
1,297,169
+94,046
+8% +$1.96M 0.66% 28
2022
Q3 		$22.7M Sell
1,203,123
-64,140
-5% -$1.36M 0.26% 83
2022
Q2 		$27.2M Buy
+1,267,263
New +$29.5M 0.24% 89
2022
Q1 		– Sell
-1,139,594
Closed -$29.8M – 2132
2021
Q4 		$29.8M Buy
1,139,594
+75,931
+7% +$1.98M 0.22% 87
2021
Q3 		$27.5M Buy
+1,063,663
New +$28.1M 0.18% 116

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Alerus Financial
Alerus Financial Grand Forks, North Dakota $2.27B AUM 22.87% 1-Year Est. Return
Geometric Wealth Advisors
Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Monograph Wealth Advisors
Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Triune Financial Partners
Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Private Advisor Group's DFAX Position: Q3 2026 in Review

Private Advisor Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 144% in Q3 2026, buying an estimated $41.4M and bringing the position to 1,881,218 shares worth $69.6M. The position accounts for 0.23% of the portfolio, ranked #87.

Private Advisor Group first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 648 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • Private Advisor Group held 1,881,218 shares of Dimensional World ex US Core Equity 2 ETF worth $69.6M as of Q3 2026.
  • Private Advisor Group bought 1,109,537 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $41.4M.
  • Dimensional World ex US Core Equity 2 ETF made up 0.23% of Private Advisor Group's portfolio in Q3 2026, its #87 holding.
  • Private Advisor Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
  • 648 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.