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Intelligent Financial Strategies’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Intelligent Financial Strategies’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 		$1.32M Hold
35,705
– – 0.63% 21
2026
Q1 		$1.21M Hold
35,705
– – 0.63% 21
2025
Q4 		$1.17M Hold
35,705
– – 0.56% 21
2025
Q3 		$1.12M Hold
35,705
– – 0.55% 20
2025
Q2 		$1.05M Hold
35,705
– – 0.56% 19
2025
Q1 		$935K Hold
35,705
– – 0.49% 19
2024
Q4 		$888K Hold
35,705
– – 0.49% 19
2024
Q3 		$964K Sell
35,705
-385
-1% -$9.99K 0.53% 20
2024
Q2 		$917K Hold
36,090
– – 0.56% 19
2024
Q1 		$918K Sell
36,090
-70,560
-66% -$1.73M 0.57% 20
2023
Q4 		$2.6M Sell
106,650
-4,123
-4% -$94.3K 1.82% 11
2023
Q3 		$2.49M Sell
110,773
-31
-0% -$725 1.85% 10
2023
Q2 		$2.58M Sell
110,804
-21,680
-16% -$505K 1.88% 10
2023
Q1 		$3.06M Sell
132,484
-82,586
-38% -$1.89M 2.4% 11
2022
Q4 		$4.65M Sell
215,070
-5,788
-3% -$120K 3.91% 5
2022
Q3 		$4.17M Buy
220,858
+7,062
+3% +$150K 4.37% 4
2022
Q2 		$4.58M Buy
213,796
+133,534
+166% +$3.11M 4.66% 5
2022
Q1 		$2M Buy
80,262
+17
+0% +$431 1.95% 10
2021
Q4 		$2.1M Buy
+80,245
New +$2.1M 1.88% 13

Other funds holding DFAX

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Intelligent Financial Strategies's DFAX Position: Q2 2026 in Review

Intelligent Financial Strategies held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 35,705 shares worth $1.32M. The position accounts for 0.63% of the portfolio, ranked #21.

Intelligent Financial Strategies first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.65M in Q4 2022. 360 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Intelligent Financial Strategies held 35,705 shares of Dimensional World ex US Core Equity 2 ETF worth $1.32M as of Q2 2026.
  • Intelligent Financial Strategies 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 0.63% of Intelligent Financial Strategies's portfolio in Q2 2026, its #21 holding.
  • Intelligent Financial Strategies first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • Intelligent Financial Strategies's Dimensional World ex US Core Equity 2 ETF position peaked at $4.65M in Q4 2022.
  • 360 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.