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

WCG 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 		$1.87M Sell
50,861
-2,688
-5% -$98.8K 0.04% 313
2026
Q1 		$1.82M Sell
53,549
-1,669
-3% -$58.1K 0.05% 282
2025
Q4 		$1.8M Sell
55,218
-6,338
-10% -$202K 0.05% 272
2025
Q3 		$1.93M Buy
61,556
+340
+0.6% +$10.3K 0.12% 156
2025
Q2 		$1.8M Buy
+61,216
New +$1.68M 0.12% 172

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

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

WCG Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 5% in Q2 2026, selling an estimated $98.8K and leaving 50,861 shares worth $1.87M. The position accounts for 0.04% of the portfolio, ranked #313.

WCG Wealth Advisors first reported a position in DFAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.93M in Q3 2025. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • WCG Wealth Advisors held 50,861 shares of Dimensional World ex US Core Equity 2 ETF worth $1.87M as of Q2 2026.
  • WCG Wealth Advisors sold 2,688 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $98.8K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #313 holding.
  • WCG Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • WCG Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $1.93M in Q3 2025.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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