EP
DFAX icon

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

Essential 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 		$329K Buy
9,687
+725
+8% +$25.2K 0.1% 70
2025
Q4 		$293K Buy
8,962
+3
+0% +$96 0.09% 76
2025
Q3 		$281K Buy
8,959
+3
+0% +$91 0.1% 73
2025
Q2 		$263K Buy
8,956
+6
+0.1% +$165 0.1% 74
2025
Q1 		$234K Sell
8,950
-572,450
-98% -$14.9M 0.09% 75
2024
Q4 		$15.1M Buy
581,400
+572,456
+6,400% +$14.8M 0.1% 66
2024
Q3 		$242K Buy
8,944
+3
+0% +$78 0.1% 74
2024
Q2 		$227K Buy
8,941
+5
+0.1% +$128 0.1% 64
2024
Q1 		$218K Hold
8,936
– – 0.11% 60
2023
Q4 		$218K Buy
8,936
+1,510
+20% +$34.5K 0.11% 59
2023
Q3 		$210K Sell
7,426
-4,410
-37% -$103K 0.12% 56
2023
Q2 		$276K Sell
11,836
-4,125
-26% -$96.1K 0.16% 44
2023
Q1 		$271K Buy
15,961
+1,094
+7% +$25K 0.16% 44
2022
Q4 		$257K Hold
14,867
– – 0.2% 38
2022
Q3 		$281K Buy
+14,867
New +$316K 1.62% 15

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 $376B 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 $24.6B 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