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

Capital 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
2025 Q2	–	Sell	-37,077	Closed	-$971K	–	86
2025 Q1	$971K	Sell	37,077 -844	-2%	-$21.9K	0.27%	48
2024 Q4	$943K	Sell	37,921 -43	-0.1%	-$1.11K	0.25%	52
2024 Q3	$1.03M	Buy	37,964 +2,520	+7%	+$65.4K	0.29%	44
2024 Q2	$901K	Buy	35,444 +762	+2%	+$19.5K	0.27%	43
2024 Q1	$882K	Buy	34,682 +4,899	+16%	+$120K	0.29%	46
2023 Q4	$727K	Buy	+29,783	New	+$681K	0.26%	50

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Capital Planning's DFAX Position: Q2 2025 in Review

Capital Planning sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2025, closing a stake of 37,077 shares — an estimated $971K sold.

Capital Planning first reported a position in DFAX in Q4 2023 and held it in 6 quarters. The position peaked at $1.03M in Q3 2024. 597 funds tracked by Wall St. Rank hold DFAX as of Q2 2025.

Capital Planning reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
Capital Planning sold 37,077 Dimensional World ex US Core Equity 2 ETF shares in Q2 2025, an estimated $971K.
Capital Planning first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and held it in 6 quarters.
Capital Planning's Dimensional World ex US Core Equity 2 ETF position peaked at $1.03M in Q3 2024.
597 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2025.

Based on Capital Planning's 13F filing for Q2 2025, filed 21 Jul 2025.