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Graves Light Lenhart Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Graves Light Lenhart 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
2026
Q2 		$21.2M Buy
574,324
+169,435
+42% +$6.22M 1.97% 19
2026
Q1 		$13.8M Buy
404,889
+32,306
+9% +$1.12M 1.43% 21
2025
Q4 		$12.2M Buy
372,583
+83,572
+29% +$2.67M 1.29% 21
2025
Q3 		$9.07M Buy
289,011
+214,805
+289% +$6.52M 1.01% 26
2025
Q2 		$2.18M Buy
74,206
+62,338
+525% +$1.72M 0.26% 59
2025
Q1 		$311K Buy
+11,868
New +$308K 0.04% 137
2022
Q3 		– Sell
-6,725
Closed -$144K – 270
2022
Q2 		$144K Buy
6,725
+85
+1% +$1.98K 0.02% 193
2022
Q1 		$166K Buy
6,640
+5
+0.1% +$127 0.02% 194
2021
Q4 		$173K Buy
6,635
+63
+1% +$1.65K 0.02% 207
2021
Q3 		$170K Buy
+6,572
New +$174K 0.03% 194

Other funds holding DFAX

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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Graves Light Lenhart Wealth's DFAX Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 42% in Q2 2026, buying an estimated $6.22M and bringing the position to 574,324 shares worth $21.2M. The position accounts for 1.97% of the portfolio, ranked #19.

Graves Light Lenhart Wealth first reported a position in DFAX in Q3 2021 and has held it in 10 quarters since. 141 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Graves Light Lenhart Wealth held 574,324 shares of Dimensional World ex US Core Equity 2 ETF worth $21.2M as of Q2 2026.
  • Graves Light Lenhart Wealth bought 169,435 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $6.22M.
  • Dimensional World ex US Core Equity 2 ETF made up 1.97% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #19 holding.
  • Graves Light Lenhart Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 10 quarters since.
  • 141 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.