Steward Partners Investment Advisory’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Steward Partners Investment Advisory’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	$3.02M	Sell	81,841 -1,034	-1%	-$38K	0.02%	752
2026 Q1	$2.82M	Buy	82,875 +921	+1%	+$32K	0.01%	728
2025 Q4	$2.68M	Buy	81,954 +60	+0.1%	+$1.91K	0.01%	667
2025 Q3	$2.57M	Buy	81,894 +3,733	+5%	+$113K	0.01%	681
2025 Q2	$2.3M	Buy	78,161 +31,819	+69%	+$876K	0.02%	674
2025 Q1	$1.21M	Buy	46,342 +796	+2%	+$20.7K	0.01%	835
2024 Q4	$1.13M	Buy	45,546 +1,461	+3%	+$37.8K	0.01%	833
2024 Q3	$1.19M	Buy	44,085 +9,590	+28%	+$249K	0.01%	796
2024 Q2	$877K	Buy	34,495 +98	+0.3%	+$2.5K	0.01%	855
2024 Q1	$875K	Buy	34,397 +6,775	+25%	+$166K	0.01%	846
2023 Q4	$675K	Buy	27,622 +23,529	+575%	+$538K	0.01%	865
2023 Q3	$92.2K	Buy	+4,093	New	+$95.7K	﹤0.01%	1612
2022 Q4	–	Sell	-23,117	Closed	-$437K	–	3389
2022 Q3	$437K	Hold	23,117	–	–	0.01%	903
2022 Q2	$496K	Hold	23,117	–	–	0.01%	851
2022 Q1	$577K	Hold	23,117	–	–	0.01%	877
2021 Q4	$604K	Buy	+23,117	New	+$604K	0.01%	880

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

Steward Partners Investment Advisory's DFAX Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.2% in Q2 2026, selling an estimated $38K and leaving 81,841 shares worth $3.02M. The position accounts for 0.02% of the portfolio, ranked #752.

Steward Partners Investment Advisory first reported a position in DFAX in Q4 2021 and has held it in 16 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Steward Partners Investment Advisory held 81,841 shares of Dimensional World ex US Core Equity 2 ETF worth $3.02M as of Q2 2026.
Steward Partners Investment Advisory sold 1,034 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $38K.
Dimensional World ex US Core Equity 2 ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #752 holding.
Steward Partners Investment Advisory first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 16 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.