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IEQ Capital’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

IEQ Capital’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 		$2.16M Buy
58,722
+26,667
+83% +$980K 0.01% 775
2026
Q1 		$1.09M Buy
32,055
+3,491
+12% +$121K 0.01% 1005
2025
Q4 		$935K Buy
28,564
+13
+0% +$415 ﹤0.01% 1067
2025
Q3 		$896K Buy
28,551
+3,323
+13% +$101K ﹤0.01% 1050
2025
Q2 		$741K Buy
+25,228
New +$694K ﹤0.01% 968

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

IEQ Capital's DFAX Position: Q2 2026 in Review

IEQ Capital increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 83% in Q2 2026, buying an estimated $980K and bringing the position to 58,722 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #775.

IEQ Capital first reported a position in DFAX in Q2 2025 and has held it in 5 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • IEQ Capital held 58,722 shares of Dimensional World ex US Core Equity 2 ETF worth $2.16M as of Q2 2026.
  • IEQ Capital bought 26,667 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $980K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #775 holding.
  • IEQ Capital first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.