Wealthcare Advisory Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Wealthcare Advisory Partners’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	$256K	Sell	6,948 -101	-1%	-$3.71K	﹤0.01%	936
2026 Q1	$239K	Buy	7,049 +2	+0%	+$70	﹤0.01%	958
2025 Q4	$231K	Buy	7,047 +120	+2%	+$3.83K	﹤0.01%	969
2025 Q3	$217K	Sell	6,927 -89,770	-93%	-$2.73M	﹤0.01%	952
2025 Q2	$2.84M	Buy	96,697 +83,081	+610%	+$2.29M	0.06%	252
2025 Q1	$357K	Sell	13,616 -312	-2%	-$8.1K	0.01%	680
2024 Q4	$346K	Buy	13,928 +360	+3%	+$9.31K	0.01%	665
2024 Q3	$366K	Buy	13,568 +98	+0.7%	+$2.54K	0.01%	651
2024 Q2	$342K	Sell	13,470 -7	-0.1%	-$179	0.01%	638
2024 Q1	$343K	Buy	13,477 +413	+3%	+$10.1K	0.01%	631
2023 Q4	$319K	Buy	+13,064	New	+$299K	0.01%	593

Other funds holding DFAX

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

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return