PL
DFAX icon

Pandowealth. LLC’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Pandowealth. LLC’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 		$495K Buy
13,429
+13
+0.1% +$478 0.4% 11
2026
Q1 		$456K Sell
13,416
-185
-1% -$6.44K 0.39% 11
2025
Q4 		$445K Buy
+13,601
New +$434K 0.4% 12

Other funds holding DFAX

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 22.96% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
TFP
Triune Financial Partners Overland Park, Kansas $479M AUM 25.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Pandowealth. LLC's DFAX Position: Q2 2026 in Review

Pandowealth. LLC increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.1% in Q2 2026, buying an estimated $478 and bringing the position to 13,429 shares worth $495K. The position accounts for 0.4% of the portfolio, ranked #11.

Pandowealth. LLC first reported a position in DFAX in Q4 2025 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Pandowealth. LLC held 13,429 shares of Dimensional World ex US Core Equity 2 ETF worth $495K as of Q2 2026.
  • Pandowealth. LLC bought 13 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $478.
  • Dimensional World ex US Core Equity 2 ETF made up 0.4% of Pandowealth. LLC's portfolio in Q2 2026, its #11 holding.
  • Pandowealth. LLC first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Pandowealth. LLC's 13F filing for Q2 2026, filed 7 Aug 2026.