Capital Group Private Client Services’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Capital Group Private Client Services’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	$2.38M	Sell	64,524 -99	-0.2%	-$3.64K	0.03%	149
2026 Q1	$2.2M	Buy	64,623 +55,176	+584%	+$1.92M	0.04%	154
2025 Q4	$309K	Sell	9,447 -48,565	-84%	-$1.55M	﹤0.01%	266
2025 Q3	$1.82M	Sell	58,012 -103	-0.2%	-$3.13K	0.03%	181
2025 Q2	$1.71M	Sell	58,115 -1,914	-3%	-$52.7K	0.01%	215
2025 Q1	$1.57M	Buy	60,029 +1,112	+2%	+$28.9K	0.02%	218
2024 Q4	$1.46M	Hold	58,917	–	–	0.01%	220
2024 Q3	$1.59M	Sell	58,917 -362	-0.6%	-$9.39K	0.02%	212
2024 Q2	$1.51M	Buy	59,279 +788	+1%	+$20.1K	0.02%	212
2024 Q1	$1.49M	Sell	58,491 -83	-0.1%	-$2.03K	0.02%	213
2023 Q4	$1.43M	Buy	58,574 +273	+0.5%	+$6.24K	0.01%	210
2023 Q3	$1.31M	Buy	+58,301	New	+$1.36M	0.02%	199

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

Capital Group Private Client Services's DFAX Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.15% in Q2 2026, selling an estimated $3.64K and leaving 64,524 shares worth $2.38M. The position accounts for 0.03% of the portfolio, ranked #149.

Capital Group Private Client Services first reported a position in DFAX in Q3 2023 and has held it in 12 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Capital Group Private Client Services held 64,524 shares of Dimensional World ex US Core Equity 2 ETF worth $2.38M as of Q2 2026.
Capital Group Private Client Services sold 99 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $3.64K.
Dimensional World ex US Core Equity 2 ETF made up 0.03% of Capital Group Private Client Services's portfolio in Q2 2026, its #149 holding.
Capital Group Private Client Services first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.