United Capital Financial Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

United Capital Financial 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
2026 Q2	$254K	Buy	6,925 +5	+0.1%	+$184	﹤0.01%	1440
2026 Q1	$235K	Buy	6,920 +1	+0%	+$35	﹤0.01%	1482
2025 Q4	$226K	Buy	6,919 +490	+8%	+$15.6K	﹤0.01%	1279
2025 Q3	$202K	Buy	+6,429	New	+$195K	﹤0.01%	1164
2022 Q1	–	Sell	-12,659	Closed	-$331K	–	1172
2021 Q4	$331K	Buy	+12,659	New	+$331K	﹤0.01%	994

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 22.9% 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 $1.11B AUM 11.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

United Capital Financial Advisors's DFAX Position: Q2 2026 in Review

United Capital Financial Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.07% in Q2 2026, buying an estimated $184 and bringing the position to 6,925 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

United Capital Financial Advisors first reported a position in DFAX in Q4 2021 and has held it in 5 quarters since. The position peaked at $331K in Q4 2021. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

United Capital Financial Advisors held 6,925 shares of Dimensional World ex US Core Equity 2 ETF worth $254K as of Q2 2026.
United Capital Financial Advisors bought 5 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $184.
Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1440 holding.
United Capital Financial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 5 quarters since.
United Capital Financial Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $331K in Q4 2021.
714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.