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DFAX icon

Frankly Finances’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Frankly Finances’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 		$1.31M Buy
35,487
+14,038
+65% +$516K 1.03% 24
2026
Q1 		$729K Buy
21,449
+2,900
+16% +$101K 0.66% 26
2025
Q4 		$607K Buy
+18,549
New +$592K 0.58% 27

Other funds holding DFAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GT
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TFP
Triune Financial Partners Overland Park, Kansas $479M AUM 25.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Frankly Finances's DFAX Position: Q2 2026 in Review

Frankly Finances increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 65% in Q2 2026, buying an estimated $516K and bringing the position to 35,487 shares worth $1.31M. The position accounts for 1.03% of the portfolio, ranked #24.

Frankly Finances first reported a position in DFAX in Q4 2025 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Frankly Finances held 35,487 shares of Dimensional World ex US Core Equity 2 ETF worth $1.31M as of Q2 2026.
  • Frankly Finances bought 14,038 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $516K.
  • Dimensional World ex US Core Equity 2 ETF made up 1.03% of Frankly Finances's portfolio in Q2 2026, its #24 holding.
  • Frankly Finances first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.