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 Q2	$361K	Buy	9,803 +116	+1%	+$4.26K	0.1%	70
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 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 22.9% 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 $1.11B AUM 11.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Essential Planning's DFAX Position: Q2 2026 in Review

Essential Planning increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.2% in Q2 2026, buying an estimated $4.26K and bringing the position to 9,803 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #70.

Essential Planning first reported a position in DFAX in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.1M in Q4 2024. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Essential Planning held 9,803 shares of Dimensional World ex US Core Equity 2 ETF worth $361K as of Q2 2026.
Essential Planning bought 116 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $4.26K.
Dimensional World ex US Core Equity 2 ETF made up 0.1% of Essential Planning's portfolio in Q2 2026, its #70 holding.
Essential Planning first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
Essential Planning's Dimensional World ex US Core Equity 2 ETF position peaked at $15.1M in Q4 2024.
714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.