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Future You Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Future You Wealth’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
2025
Q2 		$373K Hold
12,683
– – 0.2% 41
2025
Q1 		$332K Hold
12,683
– – 0.21% 38
2024
Q4 		$315K Buy
+12,683
New +$328K 0.22% 34

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
AF
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
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Future You Wealth's DFAX Position: Q2 2025 in Review

Future You Wealth held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2025 at 12,683 shares worth $373K. The position accounts for 0.2% of the portfolio, ranked #41.

Future You Wealth first reported a position in DFAX in Q4 2024 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold DFAX as of Q2 2025.

  • Future You Wealth held 12,683 shares of Dimensional World ex US Core Equity 2 ETF worth $373K as of Q2 2025.
  • Future You Wealth left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2025.
  • Dimensional World ex US Core Equity 2 ETF made up 0.2% of Future You Wealth's portfolio in Q2 2025, its #41 holding.
  • Future You Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.