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

Private Advisory 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	$1.23M	Buy	+33,362	New	+$1.23M	0.07%	160

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Private Advisory Group's DFAX Position: Q2 2026 in Review

Private Advisory Group opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026: 33,362 shares worth $1.23M. The stake represents 0.07% of the portfolio and ranks #160 among its holdings.

710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Private Advisory Group held 33,362 shares of Dimensional World ex US Core Equity 2 ETF worth $1.23M as of Q2 2026.
Dimensional World ex US Core Equity 2 ETF was a new Private Advisory Group position in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.07% of Private Advisory Group's portfolio in Q2 2026, its #160 holding.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.