WFAG
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Wescott Financial Advisory Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Wescott Financial Advisory Group’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 		$217K Buy
6,390
+8
+0.1% +$278 0.02% 184
2025
Q4 		$209K Buy
+6,382
New +$204K 0.02% 180
2025
Q2 		– Sell
-7,668
Closed -$201K – 176
2025
Q1 		$201K Sell
7,668
-1,184
-13% -$30.7K 0.02% 167
2024
Q4 		$220K Buy
8,852
+69
+0.8% +$1.78K 0.02% 163
2024
Q3 		$237K Sell
8,783
-3,454
-28% -$89.6K 0.03% 157
2024
Q2 		$311K Buy
12,237
+125
+1% +$3.19K 0.04% 142
2024
Q1 		$308K Sell
12,112
-2,888
-19% -$70.6K 0.04% 134
2023
Q4 		$366K Sell
15,000
-515
-3% -$11.8K 0.05% 120
2023
Q3 		$349K Buy
15,515
+113
+0.7% +$2.64K 0.06% 118
2023
Q2 		$359K Buy
15,402
+156
+1% +$3.63K 0.06% 120
2023
Q1 		$352K Sell
15,246
-1,696
-10% -$38.7K 0.08% 118
2022
Q4 		$366K Buy
+16,942
New +$352K 0.08% 109

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 $377B AUM 19.32% 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 $374B AUM 17.66% 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

Wescott Financial Advisory Group's DFAX Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.13% in Q1 2026, buying an estimated $278 and bringing the position to 6,390 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #184.

Wescott Financial Advisory Group first reported a position in DFAX in Q4 2022 and has held it in 12 quarters since. The position peaked at $366K in Q4 2023. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Wescott Financial Advisory Group held 6,390 shares of Dimensional World ex US Core Equity 2 ETF worth $217K as of Q1 2026.
  • Wescott Financial Advisory Group bought 8 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $278.
  • Dimensional World ex US Core Equity 2 ETF made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #184 holding.
  • Wescott Financial Advisory Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 12 quarters since.
  • Wescott Financial Advisory Group's Dimensional World ex US Core Equity 2 ETF position peaked at $366K in Q4 2023.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.