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

BWM 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 		$320K Buy
8,699
+90
+1% +$3.31K 0.07% 81
2026
Q1 		$292K Buy
8,609
+15
+0.2% +$522 0.08% 76
2025
Q4 		$281K Buy
8,594
+61
+0.7% +$1.95K 0.08% 77
2025
Q3 		$268K Buy
8,533
+51
+0.6% +$1.55K 0.08% 79
2025
Q2 		$249K Buy
8,482
+105
+1% +$2.89K 0.09% 69
2025
Q1 		$219K Buy
8,377
+21
+0.3% +$545 0.09% 75
2024
Q4 		$208K Buy
8,356
+77
+0.9% +$1.99K 0.09% 75
2024
Q3 		$224K Buy
+8,279
New +$215K 0.1% 73

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
GT
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

BWM Planning's DFAX Position: Q2 2026 in Review

BWM Planning increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1% in Q2 2026, buying an estimated $3.31K and bringing the position to 8,699 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #81.

BWM Planning first reported a position in DFAX in Q3 2024 and has held it in 8 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • BWM Planning held 8,699 shares of Dimensional World ex US Core Equity 2 ETF worth $320K as of Q2 2026.
  • BWM Planning bought 90 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $3.31K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.07% of BWM Planning's portfolio in Q2 2026, its #81 holding.
  • BWM Planning first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and has held it in 8 quarters since.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.