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

Waverly 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 		$524K Sell
14,225
-233,292
-94% -$8.57M ﹤0.01% 1157
2026
Q1 		$8.41M Buy
247,517
+235,469
+1,954% +$8.19M 0.06% 299
2025
Q4 		$394K Buy
12,048
+2,930
+32% +$93.5K ﹤0.01% 1106
2025
Q3 		$286K Buy
9,118
+52
+0.6% +$1.58K ﹤0.01% 1062
2025
Q2 		$266K Buy
9,066
+375
+4% +$10.3K ﹤0.01% 1018
2025
Q1 		$228K Buy
8,691
+22
+0.3% +$571 ﹤0.01% 1019
2024
Q4 		$216K Buy
8,669
+81
+0.9% +$2.1K ﹤0.01% 904
2024
Q3 		$232K Buy
8,588
+58
+0.7% +$1.5K ﹤0.01% 743
2024
Q2 		$217K Buy
8,530
+99
+1% +$2.53K ﹤0.01% 750
2024
Q1 		$214K Buy
8,431
+9
+0.1% +$220 0.01% 646
2023
Q4 		$206K Buy
+8,422
New +$193K 0.01% 424

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

Waverly Advisors's DFAX Position: Q2 2026 in Review

Waverly Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 94% in Q2 2026, selling an estimated $8.57M and leaving 14,225 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Waverly Advisors first reported a position in DFAX in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.41M in Q1 2026. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Waverly Advisors held 14,225 shares of Dimensional World ex US Core Equity 2 ETF worth $524K as of Q2 2026.
  • Waverly Advisors sold 233,292 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $8.57M.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1157 holding.
  • Waverly Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
  • Waverly Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $8.41M in Q1 2026.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.