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 Q2	$8.15M	Buy	221,331 +13,430	+6%	+$493K	0.04%	198
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 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 22.9% 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 $1.11B AUM 11.16% 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: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 6.5% in Q2 2026, buying an estimated $493K and bringing the position to 221,331 shares worth $8.15M. The position accounts for 0.04% of the portfolio, ranked #198.

Wealthspire Advisors (New York) first reported a position in DFAX in Q3 2024 and has held it in 8 quarters since. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Wealthspire Advisors (New York) held 221,331 shares of Dimensional World ex US Core Equity 2 ETF worth $8.15M as of Q2 2026.
Wealthspire Advisors (New York) bought 13,430 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $493K.
Dimensional World ex US Core Equity 2 ETF made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #198 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 8 quarters since.
714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.