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

Vance Wealth’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 		$41M Buy
1,112,424
+796
+0.1% +$29.2K 9.24% 2
2026
Q1 		$37.8M Sell
1,111,628
-19,347
-2% -$673K 10.91% 2
2025
Q4 		$37M Buy
1,130,975
+23,184
+2% +$740K 10.99% 2
2025
Q3 		$34.8M Buy
1,107,791
+88
+0% +$2.67K 10.69% 2
2025
Q2 		$32.5M Buy
1,107,703
+13,261
+1% +$365K 10.97% 2
2025
Q1 		$28.7M Sell
1,094,442
-19,418
-2% -$504K 10.78% 2
2024
Q4 		$27.7M Buy
1,113,860
+13,354
+1% +$345K 10.69% 2
2024
Q3 		$29.7M Buy
1,100,506
+28,651
+3% +$743K 11.25% 2
2024
Q2 		$27.2M Sell
1,071,855
-22,347
-2% -$571K 11.19% 2
2024
Q1 		$27.8M Buy
1,094,202
+18,598
+2% +$455K 11.09% 2
2023
Q4 		$26.3M Sell
1,075,604
-35,505
-3% -$812K 11.4% 2
2023
Q3 		$25M Buy
1,111,109
+103,091
+10% +$2.41M 11.71% 2
2023
Q2 		$23.5M Buy
1,008,018
+15,451
+2% +$360K 10.7% 2
2023
Q1 		$22.9M Buy
992,567
+49,354
+5% +$1.13M 12.3% 2
2022
Q4 		$20.4M Sell
943,213
-15,496
-2% -$322K 12.71% 2
2022
Q3 		$18.1M Buy
958,709
+24,963
+3% +$530K 13.92% 2
2022
Q2 		$20M Buy
+933,746
New +$21.7M 15.48% 2
2022
Q1 		– Sell
-506,169
Closed -$13.2M – 58
2021
Q4 		$13.2M Buy
+506,169
New +$13.2M 12.97% 3

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

Vance Wealth's DFAX Position: Q2 2026 in Review

Vance Wealth increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.07% in Q2 2026, buying an estimated $29.2K and bringing the position to 1,112,424 shares worth $41M. The position accounts for 9.24% of the portfolio, ranked #2.

Vance Wealth first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Vance Wealth held 1,112,424 shares of Dimensional World ex US Core Equity 2 ETF worth $41M as of Q2 2026.
  • Vance Wealth bought 796 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $29.2K.
  • Dimensional World ex US Core Equity 2 ETF made up 9.24% of Vance Wealth's portfolio in Q2 2026, its #2 holding.
  • Vance Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.