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

Rise 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	$865K	Buy	23,489 +245	+1%	+$9K	0.24%	35
2026 Q1	$800K	Buy	23,244 +39	+0.2%	+$1.36K	0.28%	33
2025 Q4	$759K	Buy	23,205 +166	+0.7%	+$5.29K	0.27%	33
2025 Q3	$723K	Buy	23,039 +136	+0.6%	+$4.13K	0.26%	31
2025 Q2	$673K	Buy	22,903 +284	+1%	+$7.82K	0.27%	31
2025 Q1	$593K	Buy	22,619 +58	+0.3%	+$1.51K	0.26%	35
2024 Q4	$561K	Buy	22,561 +207	+0.9%	+$5.36K	0.27%	33
2024 Q3	$604K	Buy	22,354 +155	+0.7%	+$4.02K	0.29%	33
2024 Q2	$564K	Buy	22,199 +255	+1%	+$6.52K	0.3%	31
2024 Q1	$558K	Buy	21,944 +25	+0.1%	+$612	0.3%	30
2023 Q4	$535K	Buy	21,919 +160	+0.7%	+$3.66K	0.37%	24
2023 Q3	$490K	Buy	21,759 +202	+0.9%	+$4.72K	0.39%	23
2023 Q2	$502K	Buy	21,557 +281	+1%	+$6.54K	0.39%	30
2023 Q1	$491K	Buy	21,276 +39	+0.2%	+$891	0.37%	30
2022 Q4	$459K	Buy	21,237 +184	+0.9%	+$3.83K	0.37%	31
2022 Q3	$398K	Buy	21,053 +236	+1%	+$5.01K	0.33%	35
2022 Q2	$446K	Buy	20,817 +267	+1%	+$6.21K	0.45%	30
2022 Q1	$513K	Buy	20,550 +14	+0.1%	+$355	0.46%	31
2021 Q4	$536K	Buy	+20,536	New	+$536K	0.51%	31

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

Rise Advisors's DFAX Position: Q2 2026 in Review

Rise Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.1% in Q2 2026, buying an estimated $9K and bringing the position to 23,489 shares worth $865K. The position accounts for 0.24% of the portfolio, ranked #35.

Rise Advisors first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Rise Advisors held 23,489 shares of Dimensional World ex US Core Equity 2 ETF worth $865K as of Q2 2026.
Rise Advisors bought 245 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $9K.
Dimensional World ex US Core Equity 2 ETF made up 0.24% of Rise Advisors's portfolio in Q2 2026, its #35 holding.
Rise Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.