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 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 $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return