Creative Planning
DFAX icon

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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Creative Planning's DFAX Position: Q1 2026 in Review

Creative Planning increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.6% in Q1 2026, buying an estimated $203K and bringing the position to 381,462 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #586.

Creative Planning first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Creative Planning held 381,462 shares of Dimensional World ex US Core Equity 2 ETF worth $13M as of Q1 2026.
  • Creative Planning bought 5,833 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $203K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #586 holding.
  • Creative Planning first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.