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Websterrogers Financial Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Websterrogers Financial 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 		$551K Sell
14,945
-76
-0.5% -$2.79K 0.14% 55
2026
Q1 		$510K Buy
15,021
+1
+0% +$35 0.15% 57
2025
Q4 		$492K Sell
15,020
-183
-1% -$5.84K 0.14% 53
2025
Q3 		$477K Sell
15,203
-31
-0.2% -$941 0.14% 50
2025
Q2 		$447K Buy
15,234
+6
+0% +$165 0.14% 50
2025
Q1 		$399K Sell
15,228
-4,415
-22% -$115K 0.14% 52
2024
Q4 		$488K Buy
19,643
+5
+0% +$129 0.17% 49
2024
Q3 		$530K Sell
19,638
-941
-5% -$24.4K 0.19% 47
2024
Q2 		$523K Sell
20,579
-310
-1% -$7.92K 0.19% 49
2024
Q1 		$531K Buy
20,889
+1
+0% +$24 0.19% 49
2023
Q4 		$510K Sell
20,888
-741
-3% -$16.9K 0.21% 46
2023
Q3 		$487K Buy
21,629
+5
+0% +$117 0.21% 48
2023
Q2 		$504K Sell
21,624
-715
-3% -$16.7K 0.22% 45
2023
Q1 		$515K Buy
22,339
+1
+0% +$23 0.24% 44
2022
Q4 		$482K Sell
22,338
-1,664
-7% -$34.6K 0.23% 46
2022
Q3 		$453K Buy
24,002
+22
+0.1% +$467 0.24% 38
2022
Q2 		$514K Buy
23,980
+307
+1% +$7.14K 0.25% 39
2022
Q1 		$596K Buy
23,673
+1,373
+6% +$34.8K 0.3% 44
2021
Q4 		$582K Sell
22,300
-2,337
-9% -$61K 0.13% 45
2021
Q3 		$638K Buy
+24,637
New +$652K 0.15% 40

Other funds holding DFAX

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Websterrogers Financial Advisors's DFAX Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.51% in Q2 2026, selling an estimated $2.79K and leaving 14,945 shares worth $551K. The position accounts for 0.14% of the portfolio, ranked #55.

Websterrogers Financial Advisors first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. The position peaked at $638K in Q3 2021. 141 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Websterrogers Financial Advisors held 14,945 shares of Dimensional World ex US Core Equity 2 ETF worth $551K as of Q2 2026.
  • Websterrogers Financial Advisors sold 76 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $2.79K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.14% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #55 holding.
  • Websterrogers Financial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
  • Websterrogers Financial Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $638K in Q3 2021.
  • 141 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.