Disciplined Investors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Disciplined Investors’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	$1.14M	Sell	30,993 -292	-0.9%	-$10.7K	0.57%	48
2026 Q1	$1.06M	Buy	31,285 +42	+0.1%	+$1.46K	0.63%	48
2025 Q4	$1.02M	Buy	31,243 +170	+0.5%	+$5.42K	0.67%	42
2025 Q3	$975K	Buy	31,073 +141	+0.5%	+$4.28K	0.69%	39
2025 Q2	$908K	Buy	30,932 +291	+0.9%	+$8.01K	0.71%	40
2025 Q1	$803K	Buy	30,641 +60	+0.2%	+$1.56K	0.72%	39
2024 Q4	$748K	Buy	+30,581	New	+$791K	0.72%	38

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

Disciplined Investors's DFAX Position: Q2 2026 in Review

Disciplined Investors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.93% in Q2 2026, selling an estimated $10.7K and leaving 30,993 shares worth $1.14M. The position accounts for 0.57% of the portfolio, ranked #48.

Disciplined Investors first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Disciplined Investors held 30,993 shares of Dimensional World ex US Core Equity 2 ETF worth $1.14M as of Q2 2026.
Disciplined Investors sold 292 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $10.7K.
Dimensional World ex US Core Equity 2 ETF made up 0.57% of Disciplined Investors's portfolio in Q2 2026, its #48 holding.
Disciplined Investors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.