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Wealthspire Advisors (New York)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$7.06M Sell
207,901
-549
-0.3% -$19.1K 0.06% 136
2025
Q4 		$6.82M Buy
208,450
+2,913
+1% +$92.9K 0.05% 136
2025
Q3 		$6.45M Sell
205,537
-5,577
-3% -$169K 0.03% 143
2025
Q2 		$6.2M Sell
211,114
-2,647
-1% -$72.8K 0.03% 143
2025
Q1 		$5.6M Buy
213,761
+5,192
+2% +$135K 0.03% 155
2024
Q4 		$5.19M Sell
208,569
-3,949
-2% -$102K 0.05% 144
2024
Q3 		$5.74M Buy
+212,518
New +$5.51M 0.06% 141

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B 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

Wealthspire Advisors (New York)'s DFAX Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.26% in Q1 2026, selling an estimated $19.1K and leaving 207,901 shares worth $7.06M. The position accounts for 0.06% of the portfolio, ranked #136.

Wealthspire Advisors (New York) first reported a position in DFAX in Q3 2024 and has held it in 7 quarters since. 697 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Wealthspire Advisors (New York) held 207,901 shares of Dimensional World ex US Core Equity 2 ETF worth $7.06M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 549 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $19.1K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.06% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #136 holding.
  • Wealthspire Advisors (New York) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and has held it in 7 quarters since.
  • 697 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.