Sigma Planning Corp’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Sigma Planning Corp’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	–	Sell	-6,503	Closed	-$240K	–	1359
2026 Q2	$240K	Buy	+6,503	New	+$239K	0.01%	1223
2025 Q1	–	Sell	-8,950	Closed	-$223K	–	1221
2024 Q4	$223K	Buy	8,950 +44	+0.5%	+$1.14K	0.01%	1047
2024 Q3	$241K	Buy	+8,906	New	+$231K	0.01%	1047
2024 Q2	–	Sell	-11,542	Closed	-$294K	–	1212
2024 Q1	$294K	Buy	+11,542	New	+$282K	0.01%	969

Other funds holding DFAX

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

Sigma Planning Corp's DFAX Position: Q3 2026 in Review

Sigma Planning Corp sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2026, closing a stake of 6,503 shares — an estimated $240K sold.

Sigma Planning Corp first reported a position in DFAX in Q1 2024 and held it in 4 quarters. The position peaked at $294K in Q1 2024. 249 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Sigma Planning Corp reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2026 after selling out during the quarter.
Sigma Planning Corp sold 6,503 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $240K.
Sigma Planning Corp first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and held it in 4 quarters.
Sigma Planning Corp's Dimensional World ex US Core Equity 2 ETF position peaked at $294K in Q1 2024.
249 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.