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Financial Plan Inc’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Financial Plan Inc’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 		$24.8M Sell
731,319
-7,291
-1% -$254K 2.66% 13
2025
Q4 		$24.2M Buy
+738,610
New +$23.6M 2.78% 11

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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 $10.6B AUM 34.1% 1-Year Est. Return

Financial Plan Inc's DFAX Position: Q1 2026 in Review

Financial Plan Inc reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.99% in Q1 2026, selling an estimated $254K and leaving 731,319 shares worth $24.8M. The position accounts for 2.66% of the portfolio, ranked #13.

Financial Plan Inc first reported a position in DFAX in Q4 2025 and has held it in 2 quarters since. 697 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Financial Plan Inc held 731,319 shares of Dimensional World ex US Core Equity 2 ETF worth $24.8M as of Q1 2026.
  • Financial Plan Inc sold 7,291 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $254K.
  • Dimensional World ex US Core Equity 2 ETF made up 2.66% of Financial Plan Inc's portfolio in Q1 2026, its #13 holding.
  • Financial Plan Inc first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • 697 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.