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

Visionary Wealth 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 		$9.98M Buy
270,812
+79,621
+42% +$2.93M 0.39% 69
2026
Q1 		$6.49M Buy
191,191
+1,415
+0.7% +$49.2K 0.29% 92
2025
Q4 		$6.21M Buy
189,776
+18,028
+10% +$575K 0.28% 90
2025
Q3 		$5.39M Buy
171,748
+22,804
+15% +$692K 0.25% 99
2025
Q2 		$4.37M Buy
148,944
+3,654
+3% +$101K 0.22% 108
2025
Q1 		$3.81M Buy
145,290
+4,513
+3% +$117K 0.23% 117
2024
Q4 		$3.5M Buy
140,777
+20,432
+17% +$529K 0.21% 124
2024
Q3 		$3.25M Buy
120,345
+1,199
+1% +$31.1K 0.2% 121
2024
Q2 		$3.03M Buy
119,146
+179
+0.2% +$4.57K 0.2% 127
2024
Q1 		$3.03M Buy
118,967
+927
+0.8% +$22.7K 0.2% 124
2023
Q4 		$2.88M Buy
118,040
+242
+0.2% +$5.53K 0.21% 122
2023
Q3 		$2.65M Buy
117,798
+3,585
+3% +$83.8K 0.21% 122
2023
Q2 		$2.66M Buy
114,213
+29
+0% +$675 0.21% 116
2023
Q1 		$2.63M Buy
114,184
+19,325
+20% +$442K 0.22% 107
2022
Q4 		$2.05M Buy
+94,859
New +$1.97M 0.19% 115

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

Visionary Wealth Advisors's DFAX Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 42% in Q2 2026, buying an estimated $2.93M and bringing the position to 270,812 shares worth $9.98M. The position accounts for 0.39% of the portfolio, ranked #69.

Visionary Wealth Advisors first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Visionary Wealth Advisors held 270,812 shares of Dimensional World ex US Core Equity 2 ETF worth $9.98M as of Q2 2026.
  • Visionary Wealth Advisors bought 79,621 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $2.93M.
  • Dimensional World ex US Core Equity 2 ETF made up 0.39% of Visionary Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Visionary Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.