Brewster Financial Planning’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Brewster Financial Planning’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	$904K	Sell	24,537 -272	-1%	-$9.99K	0.5%	14
2026 Q1	$843K	Sell	24,809 -346	-1%	-$12K	0.51%	13
2025 Q4	$823K	Sell	25,155 -314	-1%	-$10K	0.51%	13
2025 Q3	$799K	Hold	25,469	–	–	0.5%	13
2025 Q2	$748K	Hold	25,469	–	–	0.5%	13
2025 Q1	$667K	Buy	25,469 +264	+1%	+$6.85K	0.49%	13
2024 Q4	$627K	Sell	25,205 -846	-3%	-$21.9K	0.47%	15
2024 Q3	$704K	Hold	26,051	–	–	0.55%	10
2024 Q2	$662K	Hold	26,051	–	–	0.56%	10
2024 Q1	$663K	Hold	26,051	–	–	0.57%	10
2023 Q4	$636K	Buy	26,051 +125	+0.5%	+$2.86K	0.58%	10
2023 Q3	$584K	Buy	25,926 +260	+1%	+$6.08K	0.58%	10
2023 Q2	$598K	Buy	25,666 +364	+1%	+$8.48K	0.58%	10
2023 Q1	$583K	Buy	25,302 +525	+2%	+$12K	0.59%	9
2022 Q4	$535K	Hold	24,777	–	–	0.57%	9
2022 Q3	$468K	Hold	24,777	–	–	0.55%	9
2022 Q2	$531K	Buy	24,777 +242	+1%	+$5.63K	0.59%	9
2022 Q1	$612K	Buy	24,535 +227	+0.9%	+$5.75K	0.59%	8
2021 Q4	$635K	Buy	+24,308	New	+$635K	0.58%	8

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

Brewster Financial Planning's DFAX Position: Q2 2026 in Review

Brewster Financial Planning reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.1% in Q2 2026, selling an estimated $9.99K and leaving 24,537 shares worth $904K. The position accounts for 0.5% of the portfolio, ranked #14.

Brewster Financial Planning first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 707 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Brewster Financial Planning held 24,537 shares of Dimensional World ex US Core Equity 2 ETF worth $904K as of Q2 2026.
Brewster Financial Planning sold 272 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $9.99K.
Dimensional World ex US Core Equity 2 ETF made up 0.5% of Brewster Financial Planning's portfolio in Q2 2026, its #14 holding.
Brewster Financial Planning first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
707 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.