BFC Planning, Inc.’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

BFC Planning, 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 Q2	$172K	Hold	4,667	–	–	0.01%	998
2026 Q1	$159K	Hold	4,667	–	–	0.01%	954
2025 Q4	$153K	Hold	4,667	–	–	0.01%	974
2025 Q3	$146K	Hold	4,667	–	–	0.01%	776
2025 Q2	$137K	Hold	4,667	–	–	0.01%	762
2025 Q1	$122K	Hold	4,667	–	–	0.01%	789
2024 Q4	$116K	Buy	+4,667	New	+$121K	0.01%	799

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.27B AUM 22.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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 $28.2B AUM 13.34% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

BFC Planning, Inc.'s DFAX Position: Q2 2026 in Review

BFC Planning, Inc. held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 4,667 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #998.

BFC Planning, Inc. first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 718 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

BFC Planning, Inc. held 4,667 shares of Dimensional World ex US Core Equity 2 ETF worth $172K as of Q2 2026.
BFC Planning, Inc. left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #998 holding.
BFC Planning, Inc. first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
718 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.