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Holistic Financial Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Holistic Financial Partners’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 		$235K Buy
6,382
+66
+1% +$2.42K 0.14% 101
2026
Q1 		$215K Buy
6,316
+11
+0.2% +$383 0.08% 133
2025
Q4 		$206K Buy
+6,305
New +$201K 0.07% 130

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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

Holistic Financial Partners's DFAX Position: Q2 2026 in Review

Holistic Financial Partners increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1% in Q2 2026, buying an estimated $2.42K and bringing the position to 6,382 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #101.

Holistic Financial Partners first reported a position in DFAX in Q4 2025 and has held it in 3 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Holistic Financial Partners held 6,382 shares of Dimensional World ex US Core Equity 2 ETF worth $235K as of Q2 2026.
  • Holistic Financial Partners bought 66 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $2.42K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.14% of Holistic Financial Partners's portfolio in Q2 2026, its #101 holding.
  • Holistic Financial Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.