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

World Investment 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
2025
Q2 		– Sell
-8,587
Closed -$225K – 1150
2025
Q1 		$225K Hold
8,587
– – 0.01% 968
2024
Q4 		$213K Buy
8,587
+161
+2% +$4.17K 0.01% 949
2024
Q3 		$228K Buy
8,426
+57
+0.7% +$1.48K 0.01% 824
2024
Q2 		$213K Sell
8,369
-12,158
-59% -$311K 0.01% 579
2024
Q1 		$522K Buy
+20,527
New +$502K 0.07% 213

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 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
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

World Investment Advisors's DFAX Position: Q2 2025 in Review

World Investment Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2025, closing a stake of 8,587 shares — an estimated $225K sold.

World Investment Advisors first reported a position in DFAX in Q1 2024 and held it in 5 quarters. The position peaked at $522K in Q1 2024. 600 funds tracked by Wall St. Rank hold DFAX as of Q2 2025.

  • World Investment Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • World Investment Advisors sold 8,587 Dimensional World ex US Core Equity 2 ETF shares in Q2 2025, an estimated $225K.
  • World Investment Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and held it in 5 quarters.
  • World Investment Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $522K in Q1 2024.
  • 600 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2025.

Based on World Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.