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Creative Capital Management Investments’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Creative Capital Management Investments’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 		$89.7M Buy
2,434,768
+283,793
+13% +$10.4M 20.69% 1
2026
Q1 		$73.1M Buy
2,150,975
+11,493
+0.5% +$400K 20.97% 1
2025
Q4 		$70M Buy
2,139,482
+34,080
+2% +$1.09M 21.13% 1
2025
Q3 		$66.1M Buy
2,105,402
+144,776
+7% +$4.4M 21.12% 1
2025
Q2 		$57.6M Buy
1,960,626
+929
+0% +$25.6K 20.58% 1
2025
Q1 		$51.3M Buy
1,959,697
+125,478
+7% +$3.26M 19.82% 1
2024
Q4 		$45.6M Buy
1,834,219
+76,745
+4% +$1.99M 19.07% 2
2024
Q3 		$47.5M Buy
1,757,474
+229,522
+15% +$5.95M 19.84% 2
2024
Q2 		$38.8M Buy
1,527,952
+147,120
+11% +$3.76M 18.87% 2
2024
Q1 		$35.1M Buy
1,380,832
+138,793
+11% +$3.4M 18.16% 2
2023
Q4 		$30.3M Buy
1,242,039
+93,205
+8% +$2.13M 17.53% 2
2023
Q3 		$25.9M Buy
1,148,834
+135,853
+13% +$3.18M 17.73% 1
2023
Q2 		$23.6M Buy
1,012,981
+91,659
+10% +$2.13M 17.01% 1
2023
Q1 		$21.2M Buy
921,322
+160,074
+21% +$3.66M 15.53% 1
2022
Q4 		$16.4M Buy
+761,248
New +$15.8M 14.35% 2

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

Creative Capital Management Investments's DFAX Position: Q2 2026 in Review

Creative Capital Management Investments increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 13% in Q2 2026, buying an estimated $10.4M and bringing the position to 2,434,768 shares worth $89.7M. The position accounts for 20.69% of the portfolio, ranked #1.

Creative Capital Management Investments first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Creative Capital Management Investments held 2,434,768 shares of Dimensional World ex US Core Equity 2 ETF worth $89.7M as of Q2 2026.
  • Creative Capital Management Investments bought 283,793 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $10.4M.
  • Dimensional World ex US Core Equity 2 ETF made up 20.69% of Creative Capital Management Investments's portfolio in Q2 2026, its #1 holding.
  • Creative Capital Management Investments first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.