Spire Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Spire Wealth Management’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	$10.8K	Sell	294 -3,121	-91%	-$115K	﹤0.01%	1626
2026 Q1	$116K	Buy	3,415 +3,121	+1,062%	+$109K	﹤0.01%	933
2025 Q4	$9.62K	Hold	294	–	–	﹤0.01%	1715
2025 Q3	$9.23K	Hold	294	–	–	﹤0.01%	1777
2025 Q2	$8.63K	Sell	294 -3,965	-93%	-$109K	﹤0.01%	1768
2025 Q1	$112K	Sell	4,259 -3,442	-45%	-$89.4K	﹤0.01%	996
2024 Q4	$191K	Hold	7,701	–	–	0.01%	834
2024 Q3	$208K	Hold	7,701	–	–	0.01%	719
2024 Q2	$196K	Hold	7,701	–	–	0.01%	724
2024 Q1	$196K	Hold	7,701	–	–	﹤0.01%	771
2023 Q4	$183K	Hold	7,701	–	–	0.01%	787
2023 Q3	$173K	Hold	7,701	–	–	0.01%	754
2023 Q2	$180K	Hold	7,701	–	–	0.01%	756
2023 Q1	$178K	Buy	7,701 +3,442	+81%	+$78.6K	0.01%	769
2022 Q4	$92K	Buy	4,259 +294	+7%	+$6.11K	0.01%	776
2022 Q3	$75K	Sell	3,965 -5,457	-58%	-$116K	﹤0.01%	803
2022 Q2	$202K	Buy	+9,422	New	+$219K	0.01%	767

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

Spire Wealth Management's DFAX Position: Q2 2026 in Review

Spire Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 91% in Q2 2026, selling an estimated $115K and leaving 294 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Spire Wealth Management first reported a position in DFAX in Q2 2022 and has held it in 17 quarters since. The position peaked at $208K in Q3 2024. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Spire Wealth Management held 294 shares of Dimensional World ex US Core Equity 2 ETF worth $10.8K as of Q2 2026.
Spire Wealth Management sold 3,121 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $115K.
Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1626 holding.
Spire Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2022 and has held it in 17 quarters since.
Spire Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $208K in Q3 2024.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.