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Winch Advisory Services’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Winch Advisory Services’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 		$22.3K Buy
604
+6
+1% +$220 ﹤0.01% 251
2026
Q1 		$20.3K Buy
598
+1
+0.2% +$35 ﹤0.01% 243
2025
Q4 		$19.5K Buy
597
+4
+0.7% +$128 ﹤0.01% 245
2025
Q3 		$18.6K Buy
593
+4
+0.7% +$121 ﹤0.01% 247
2025
Q2 		$17.3K Buy
589
+7
+1% +$193 ﹤0.01% 243
2025
Q1 		$15.2K Buy
582
+2
+0.3% +$52 ﹤0.01% 244
2024
Q4 		$14.4K Buy
+580
New +$15K ﹤0.01% 256

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

Winch Advisory Services's DFAX Position: Q2 2026 in Review

Winch Advisory Services increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1% in Q2 2026, buying an estimated $220 and bringing the position to 604 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Winch Advisory Services first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Winch Advisory Services held 604 shares of Dimensional World ex US Core Equity 2 ETF worth $22.3K as of Q2 2026.
  • Winch Advisory Services bought 6 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $220.
  • Dimensional World ex US Core Equity 2 ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #251 holding.
  • Winch Advisory Services first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.