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

Creative 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	$14.3M	Buy	389,396 +7,934	+2%	+$291K	0.01%	655
2026 Q1	$13M	Buy	381,462 +5,833	+2%	+$203K	0.01%	586
2025 Q4	$12.3M	Sell	375,629 -18,358	-5%	-$586K	0.01%	539
2025 Q3	$12.4M	Sell	393,987 -6,341	-2%	-$193K	0.01%	495
2025 Q2	$11.8M	Sell	400,328 -9,893	-2%	-$272K	0.01%	467
2025 Q1	$10.7M	Buy	410,221 +4,212	+1%	+$109K	0.01%	462
2024 Q4	$10.1M	Sell	406,009 -2,610	-0.6%	-$67.5K	0.01%	441
2024 Q3	$11M	Buy	408,619 +5,843	+1%	+$152K	0.01%	411
2024 Q2	$10.2M	Buy	402,776 +104,547	+35%	+$2.67M	0.01%	403
2024 Q1	$7.59M	Sell	298,229 -2,866	-1%	-$70.1K	0.01%	479
2023 Q4	$7.35M	Buy	301,095 +1,421	+0.5%	+$32.5K	0.01%	460
2023 Q3	$6.75M	Sell	299,674 -2,701	-0.9%	-$63.2K	0.01%	448
2023 Q2	$7.05M	Buy	302,375 +10,661	+4%	+$248K	0.01%	426
2023 Q1	$6.73M	Sell	291,714 -27,864	-9%	-$637K	0.01%	428
2022 Q4	$6.9M	Buy	319,578 +95,916	+43%	+$1.99M	0.01%	407
2022 Q3	$4.22M	Buy	223,662 +1,524	+0.7%	+$32.4K	0.01%	475
2022 Q2	$4.76M	Sell	222,138 -1,050	-0.5%	-$24.4K	0.01%	466
2022 Q1	$5.57M	Buy	223,188 +298	+0.1%	+$7.55K	0.01%	429
2021 Q4	$5.82M	Sell	222,890 -2,311	-1%	-$60.4K	0.01%	388
2021 Q3	$5.83M	Buy	+225,201	New	+$5.96M	0.01%	383

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

Creative Planning's DFAX Position: Q2 2026 in Review

Creative Planning increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.1% in Q2 2026, buying an estimated $291K and bringing the position to 389,396 shares worth $14.3M. The position accounts for 0.01% of the portfolio, ranked #655.

Creative Planning first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Creative Planning held 389,396 shares of Dimensional World ex US Core Equity 2 ETF worth $14.3M as of Q2 2026.
Creative Planning bought 7,934 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $291K.
Dimensional World ex US Core Equity 2 ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #655 holding.
Creative Planning first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 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 Planning's 13F filing for Q2 2026, filed 13 Aug 2026.