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HUB Investment Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

HUB Investment 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 		$368K Hold
9,988
– – 0.01% 893
2026
Q1 		$339K Hold
9,988
– – 0.01% 744
2025
Q4 		$327K Hold
9,988
– – 0.01% 641
2025
Q3 		$313K Sell
9,988
-2,014
-17% -$61.2K 0.01% 531
2025
Q2 		$352K Hold
12,002
– – 0.01% 468
2025
Q1 		$314K Buy
12,002
+2,120
+21% +$55K 0.01% 435
2024
Q4 		$246K Buy
9,882
+41
+0.4% +$1.06K 0.01% 448
2024
Q3 		$266K Buy
9,841
+30
+0.3% +$778 0.01% 410
2024
Q2 		$249K Buy
9,811
+50
+0.5% +$1.28K 0.01% 399
2024
Q1 		$248K Buy
9,761
+5
+0.1% +$122 0.01% 395
2023
Q4 		$238K Buy
9,756
+32
+0.3% +$732 0.02% 354
2023
Q3 		$219K Buy
9,724
+40
+0.4% +$936 0.03% 233
2023
Q2 		$226K Buy
9,684
+17
+0.2% +$396 0.04% 223
2023
Q1 		$223K Sell
9,667
-263
-3% -$6.01K 0.05% 198
2022
Q4 		$214K Sell
9,930
-17,333
-64% -$360K 0.05% 123
2022
Q3 		$515K Buy
+27,263
New +$579K 0.16% 102

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 22.9% 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 $1.11B AUM 11.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

HUB Investment Partners's DFAX Position: Q2 2026 in Review

HUB Investment Partners held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 9,988 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #893.

HUB Investment Partners first reported a position in DFAX in Q3 2022 and has held it in 16 quarters since. The position peaked at $515K in Q3 2022. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • HUB Investment Partners held 9,988 shares of Dimensional World ex US Core Equity 2 ETF worth $368K as of Q2 2026.
  • HUB Investment Partners 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 HUB Investment Partners's portfolio in Q2 2026, its #893 holding.
  • HUB Investment Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
  • HUB Investment Partners's Dimensional World ex US Core Equity 2 ETF position peaked at $515K in Q3 2022.
  • 714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.