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

Capital Planning 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
Q1 		$239K Hold
7,029
– – 0.03% 138
2025
Q4 		$230K Buy
+7,029
New +$224K 0.03% 150

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Capital Planning Advisors's DFAX Position: Q1 2026 in Review

Capital Planning Advisors held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q1 2026 at 7,029 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #138.

Capital Planning Advisors first reported a position in DFAX in Q4 2025 and has held it in 2 quarters since. 699 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Capital Planning Advisors held 7,029 shares of Dimensional World ex US Core Equity 2 ETF worth $239K as of Q1 2026.
  • Capital Planning Advisors left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q1 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 0.03% of Capital Planning Advisors's portfolio in Q1 2026, its #138 holding.
  • Capital Planning Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • 699 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.