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

Approach Retirement 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
2026 Q2	$522K	Buy	14,166 +109	+0.8%	+$4K	0.38%	47
2026 Q1	$478K	Buy	14,057 +109	+0.8%	+$3.79K	0.4%	46
2025 Q4	$457K	Buy	+13,948	New	+$445K	0.39%	47

Other funds holding DFAX

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Approach Retirement Advisors's DFAX Position: Q2 2026 in Review

Approach Retirement Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.78% in Q2 2026, buying an estimated $4K and bringing the position to 14,166 shares worth $522K. The position accounts for 0.38% of the portfolio, ranked #47.

Approach Retirement Advisors first reported a position in DFAX in Q4 2025 and has held it in 3 quarters since. 427 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Approach Retirement Advisors held 14,166 shares of Dimensional World ex US Core Equity 2 ETF worth $522K as of Q2 2026.
Approach Retirement Advisors bought 109 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $4K.
Dimensional World ex US Core Equity 2 ETF made up 0.38% of Approach Retirement Advisors's portfolio in Q2 2026, its #47 holding.
Approach Retirement Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
427 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.