Avantax Planning Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Avantax Planning Partners’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	$684K	Sell	18,564 -312	-2%	-$11.5K	0.02%	243
2026 Q1	$641K	Sell	18,876 -13,430	-42%	-$467K	0.02%	243
2025 Q4	$1.06M	Sell	32,306 -11,984	-27%	-$382K	0.03%	189
2025 Q3	$1.39M	Sell	44,290 -18,153	-29%	-$551K	0.04%	166
2025 Q2	$1.83M	Sell	62,443 -10,718	-15%	-$295K	0.06%	139
2025 Q1	$1.92M	Buy	73,161 +1,696	+2%	+$44K	0.07%	131
2024 Q4	$1.78M	Sell	71,465 -11,104	-13%	-$287K	0.06%	131
2024 Q3	$2.23M	Sell	82,569 -4,708	-5%	-$122K	0.08%	122
2024 Q2	$2.22M	Hold	87,277	–	–	0.07%	135
2024 Q1	$2.22M	Buy	87,277 +70,712	+427%	+$1.73M	0.07%	138
2023 Q4	$405K	Buy	16,565 +2,728	+20%	+$62.4K	0.02%	262
2023 Q3	$312K	Hold	13,837	–	–	0.01%	278
2023 Q2	$323K	Hold	13,837	–	–	0.01%	282
2023 Q1	$319K	Hold	13,837	–	–	0.01%	279
2022 Q4	$299K	Buy	+13,837	New	+$288K	0.01%	300

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Avantax Planning Partners's DFAX Position: Q2 2026 in Review

Avantax Planning Partners reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.7% in Q2 2026, selling an estimated $11.5K and leaving 18,564 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #243.

Avantax Planning Partners first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.23M in Q3 2024. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Avantax Planning Partners held 18,564 shares of Dimensional World ex US Core Equity 2 ETF worth $684K as of Q2 2026.
Avantax Planning Partners sold 312 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $11.5K.
Dimensional World ex US Core Equity 2 ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #243 holding.
Avantax Planning Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
Avantax Planning Partners's Dimensional World ex US Core Equity 2 ETF position peaked at $2.23M in Q3 2024.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.