UCFA
DFAX icon

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
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
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
AF
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
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
GT
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

United Capital Financial Advisors's DFAX Position: Q1 2026 in Review

United Capital Financial Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.01% in Q1 2026, buying an estimated $35 and bringing the position to 6,920 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

United Capital Financial Advisors first reported a position in DFAX in Q4 2021 and has held it in 4 quarters since. The position peaked at $331K in Q4 2021. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • United Capital Financial Advisors held 6,920 shares of Dimensional World ex US Core Equity 2 ETF worth $235K as of Q1 2026.
  • United Capital Financial Advisors bought 1 Dimensional World ex US Core Equity 2 ETF share in Q1 2026, an estimated $35.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1482 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 4 quarters since.
  • United Capital Financial Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $331K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.