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

Wealth Preservation 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 		– Sell
-759
Closed -$25.8K – 309
2026
Q1 		$25.8K Hold
759
– – 0.02% 277
2025
Q4 		$24.8K Hold
759
– – 0.01% 245
2025
Q3 		$23.8K Hold
759
– – 0.01% 241
2025
Q2 		$22.3K Hold
759
– – 0.01% 241
2025
Q1 		$19.9K Buy
+759
New +$19.7K 0.01% 258

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

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

Wealth Preservation Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026, closing a stake of 759 shares — an estimated $25.8K sold.

Wealth Preservation Advisors first reported a position in DFAX in Q1 2025 and held it in 5 quarters. The position peaked at $25.8K in Q1 2026. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 759 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $25.8K.
  • Wealth Preservation Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $25.8K in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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