Wealth Enhancement Advisory Services’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Wealth Enhancement Advisory Services’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	$21.3M	Sell	577,693 -15,564	-3%	-$572K	0.04%	422
2026 Q1	$20.3M	Sell	593,257 -157,683	-21%	-$5.49M	0.04%	392
2025 Q4	$25.2M	Sell	750,940 -19,425	-3%	-$620K	0.03%	409
2025 Q3	$24.3M	Sell	770,365 -33,134	-4%	-$1.01M	0.04%	405
2025 Q2	$23.8M	Sell	803,499 -16,363	-2%	-$450K	0.04%	375
2025 Q1	$21.5M	Sell	819,862 -47,297	-5%	-$1.23M	0.04%	375
2024 Q4	$21.6M	Buy	867,159 +48,477	+6%	+$1.25M	0.04%	359
2024 Q3	$22.1M	Sell	818,682 -1,328	-0.2%	-$34.5K	0.05%	334
2024 Q2	$20.8M	Buy	820,010 +425,291	+108%	+$10.9M	0.05%	323
2024 Q1	$10M	Sell	394,719 -10,733	-3%	-$263K	0.03%	473
2023 Q4	$9.9M	Sell	405,452 -77,371	-16%	-$1.77M	0.03%	434
2023 Q3	$10.9M	Buy	+482,823	New	+$11.3M	0.04%	387

Other funds holding DFAX

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return

TWA

Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFAX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.6% in Q2 2026, selling an estimated $572K and leaving 577,693 shares worth $21.3M. The position accounts for 0.04% of the portfolio, ranked #422.

Wealth Enhancement Advisory Services first reported a position in DFAX in Q3 2023 and has held it in 12 quarters since. The position peaked at $25.2M in Q4 2025. 141 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Wealth Enhancement Advisory Services held 577,693 shares of Dimensional World ex US Core Equity 2 ETF worth $21.3M as of Q2 2026.
Wealth Enhancement Advisory Services sold 15,564 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $572K.
Dimensional World ex US Core Equity 2 ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #422 holding.
Wealth Enhancement Advisory Services first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Dimensional World ex US Core Equity 2 ETF position peaked at $25.2M in Q4 2025.
141 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.