Voisard Asset Management Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Voisard Asset Management Group’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	$1.24M	Buy	33,779 +66	+0.2%	+$2.42K	0.24%	40
2026 Q1	$1.15M	Buy	33,713 +306	+0.9%	+$10.6K	0.24%	39
2025 Q4	$1.09M	Buy	33,407 +1,631	+5%	+$52K	0.24%	41
2025 Q3	$997K	Buy	31,776 +1,245	+4%	+$37.8K	0.23%	39
2025 Q2	$897K	Buy	30,531 +3,614	+13%	+$99.5K	0.23%	39
2025 Q1	$705K	Buy	26,917 +11,528	+75%	+$299K	0.21%	38
2024 Q4	$383K	Buy	15,389 +13,570	+746%	+$351K	0.13%	56
2024 Q3	$49.1K	Buy	+1,819	New	+$47.2K	0.02%	190

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Voisard Asset Management Group's DFAX Position: Q2 2026 in Review

Voisard Asset Management Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.2% in Q2 2026, buying an estimated $2.42K and bringing the position to 33,779 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #40.

Voisard Asset Management Group first reported a position in DFAX in Q3 2024 and has held it in 8 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Voisard Asset Management Group held 33,779 shares of Dimensional World ex US Core Equity 2 ETF worth $1.24M as of Q2 2026.
Voisard Asset Management Group bought 66 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $2.42K.
Dimensional World ex US Core Equity 2 ETF made up 0.24% of Voisard Asset Management Group's portfolio in Q2 2026, its #40 holding.
Voisard Asset Management Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and has held it in 8 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.