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Andrews Lucia Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Andrews Lucia Wealth Management’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 		$12.9M Buy
349,686
+3,292
+1% +$121K 6.74% 4
2026
Q1 		$11.8M Sell
346,394
-10,897
-3% -$379K 7.03% 4
2025
Q4 		$11.7M Buy
357,291
+146
+0% +$4.66K 6.95% 4
2025
Q3 		$11.2M Sell
357,145
-3,127
-0.9% -$95K 6.75% 4
2025
Q2 		$10.6M Sell
360,272
-3,074
-0.8% -$84.6K 6.87% 4
2025
Q1 		$9.03M Sell
363,346
-14,727
-4% -$382K 6.07% 4
2024
Q4 		$10.2M Buy
378,073
+993
+0.3% +$25.7K 6.82% 4
2024
Q3 		$9.59M Buy
377,080
+1,276
+0.3% +$33.1K 6.79% 4
2024
Q2 		$9.56M Hold
375,804
– – 6.68% 4
2024
Q1 		$9.56M Sell
375,804
-41
-0% -$1K 6.81% 4
2023
Q4 		$9.18M Sell
375,845
-14,885
-4% -$340K 7.08% 4
2023
Q3 		$8.8M Sell
390,730
-1,814
-0.5% -$42.4K 7.57% 4
2023
Q2 		$9.15M Sell
392,544
-18,258
-4% -$425K 7.61% 4
2023
Q1 		$9.47M Sell
410,802
-19,815
-5% -$453K 8.39% 4
2022
Q4 		$9.3M Sell
430,617
-32,104
-7% -$667K 8.65% 4
2022
Q3 		$8.74M Buy
462,721
+924
+0.2% +$19.6K 9.21% 4
2022
Q2 		$11.5M Buy
461,797
+61
+0% +$1.42K 10.9% 2
2022
Q1 		$12.1M Hold
461,736
– – 10.8% 2
2021
Q4 		$12.1M Buy
+461,736
New +$12.1M 10.92% 2

Other funds holding DFAX

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Andrews Lucia Wealth Management's DFAX Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.95% in Q2 2026, buying an estimated $121K and bringing the position to 349,686 shares worth $12.9M. The position accounts for 6.74% of the portfolio, ranked #4.

Andrews Lucia Wealth Management first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 358 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Andrews Lucia Wealth Management held 349,686 shares of Dimensional World ex US Core Equity 2 ETF worth $12.9M as of Q2 2026.
  • Andrews Lucia Wealth Management bought 3,292 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $121K.
  • Dimensional World ex US Core Equity 2 ETF made up 6.74% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 358 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.