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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's DFAX Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.4% in Q2 2026, selling an estimated $3.71K and leaving 6,948 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Wealthcare Advisory Partners first reported a position in DFAX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.84M in Q2 2025. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Wealthcare Advisory Partners held 6,948 shares of Dimensional World ex US Core Equity 2 ETF worth $256K as of Q2 2026.
Wealthcare Advisory Partners sold 101 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $3.71K.
Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #936 holding.
Wealthcare Advisory Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
Wealthcare Advisory Partners's Dimensional World ex US Core Equity 2 ETF position peaked at $2.84M in Q2 2025.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.