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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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

Sigma Planning Corp's DFAX Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026: 6,503 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #1223 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in DFAX as recently as Q4 2024.

Sigma Planning Corp first reported a position in DFAX in Q1 2024 and has held it in 4 quarters since. The position peaked at $294K in Q1 2024. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Sigma Planning Corp held 6,503 shares of Dimensional World ex US Core Equity 2 ETF worth $240K as of Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF was a new Sigma Planning Corp position in Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1223 holding.
  • Sigma Planning Corp first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and has held it in 4 quarters since.
  • Sigma Planning Corp's Dimensional World ex US Core Equity 2 ETF position peaked at $294K in Q1 2024.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.