Spurstone Advisory Services’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Spurstone Advisory Services’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 Q1	–	Sell	-189	Closed	-$6.19K	–	82
2025 Q4	$6.19K	Hold	189	–	–	0.1%	44
2025 Q3	$5.93K	Hold	189	–	–	0.09%	57
2025 Q2	$5.55K	Hold	189	–	–	0.08%	81
2025 Q1	$4.95K	Hold	189	–	–	0.1%	53
2024 Q4	$4.7K	Buy	+189	New	+$4.89K	0.09%	47

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B 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

Spurstone Advisory Services's DFAX Position: Q1 2026 in Review

Spurstone Advisory Services sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2026, closing a stake of 189 shares — an estimated $6.19K sold.

Spurstone Advisory Services first reported a position in DFAX in Q4 2024 and held it in 5 quarters. The position peaked at $6.19K in Q4 2025. 695 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Spurstone Advisory Services reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
Spurstone Advisory Services sold 189 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $6.19K.
Spurstone Advisory Services first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and held it in 5 quarters.
Spurstone Advisory Services's Dimensional World ex US Core Equity 2 ETF position peaked at $6.19K in Q4 2025.
695 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.