SWA
DFAX icon

Strategies Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Strategies Wealth Advisors’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
2025
Q2 		– Sell
-15,593
Closed -$409K – 188
2025
Q1 		$409K Buy
15,593
+2
+0% +$52 0.05% 114
2024
Q4 		$404K Buy
+15,591
New +$403K 0.05% 92

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Strategies Wealth Advisors's DFAX Position: Q2 2025 in Review

Strategies Wealth Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2025, closing a stake of 15,593 shares — an estimated $409K sold.

Strategies Wealth Advisors first reported a position in DFAX in Q4 2024 and held it in 2 quarters. The position peaked at $409K in Q1 2025. 597 funds tracked by Wall St. Rank hold DFAX as of Q2 2025.

  • Strategies Wealth Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Strategies Wealth Advisors sold 15,593 Dimensional World ex US Core Equity 2 ETF shares in Q2 2025, an estimated $409K.
  • Strategies Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and held it in 2 quarters.
  • Strategies Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $409K in Q1 2025.
  • 597 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2025.

Based on Strategies Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.