UWM
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USAdvisors Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

USAdvisors Wealth Management’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 		$321K Sell
8,730
-429
-5% -$15.8K 0.09% 117
2026
Q1 		$301K Sell
9,159
-37
-0.4% -$1.29K 0.1% 102
2025
Q4 		$300K Buy
9,196
+30
+0.3% +$957 0.1% 104
2025
Q3 		$287K Sell
9,166
-8
-0.1% -$243 0.1% 102
2025
Q2 		$269K Buy
9,174
+445
+5% +$12.2K 0.1% 106
2025
Q1 		$228K Sell
8,729
-91,299
-91% -$2.37M 0.08% 118
2024
Q4 		$2.49M Buy
100,028
+1,346
+1% +$34.8K 0.81% 31
2024
Q3 		$2.68M Sell
98,682
-4,029
-4% -$105K 0.94% 31
2024
Q2 		$2.61M Sell
102,711
-269
-0.3% -$6.87K 0.92% 32
2024
Q1 		$2.62M Buy
102,980
+16,134
+19% +$395K 0.99% 35
2023
Q4 		$2.12M Sell
86,846
-2,526
-3% -$57.8K 0.88% 38
2023
Q3 		$2.01M Buy
89,372
+17,032
+24% +$398K 0.9% 34
2023
Q2 		$1.7M Buy
72,340
+13,909
+24% +$324K 0.8% 35
2023
Q1 		$1.35M Buy
58,431
+13,398
+30% +$306K 0.64% 43
2022
Q4 		$973K Buy
45,033
+17,941
+66% +$373K 0.47% 54
2022
Q3 		$512K Buy
27,092
+16,398
+153% +$348K 0.26% 77
2022
Q2 		$229K Buy
10,694
+279
+3% +$6.49K 0.11% 105
2022
Q1 		$260K Buy
10,415
+763
+8% +$19.3K 0.11% 105
2021
Q4 		$252K Buy
9,652
+848
+10% +$22.1K 0.1% 105
2021
Q3 		$228K Buy
+8,804
New +$233K 0.1% 101

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

USAdvisors Wealth Management's DFAX Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.7% in Q2 2026, selling an estimated $15.8K and leaving 8,730 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #117.

USAdvisors Wealth Management first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.68M in Q3 2024. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • USAdvisors Wealth Management held 8,730 shares of Dimensional World ex US Core Equity 2 ETF worth $321K as of Q2 2026.
  • USAdvisors Wealth Management sold 429 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $15.8K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.09% of USAdvisors Wealth Management's portfolio in Q2 2026, its #117 holding.
  • USAdvisors Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
  • USAdvisors Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $2.68M in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.