Investment Planning Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Investment Planning Advisors’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	$1.48M	Buy	40,252 +377	+0.9%	+$13.9K	0.34%	32
2026 Q1	$1.35M	Buy	39,875 +884	+2%	+$30.8K	0.37%	32
2025 Q4	$1.28M	Buy	38,991 +1,364	+4%	+$43.5K	0.37%	33
2025 Q3	$1.18M	Buy	37,627 +3,824	+11%	+$116K	0.37%	32
2025 Q2	$993K	Buy	33,803 +1,684	+5%	+$46.3K	0.35%	28
2025 Q1	$842K	Buy	32,119 +3,300	+11%	+$85.7K	0.34%	35
2024 Q4	$716K	Buy	28,819 +5,256	+22%	+$136K	0.31%	38
2024 Q3	$599K	Hold	23,563	–	–	0.31%	40
2024 Q2	$599K	Buy	+23,563	New	+$602K	0.31%	40

Other funds holding DFAX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Investment Planning Advisors's DFAX Position: Q2 2026 in Review

Investment Planning Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.95% in Q2 2026, buying an estimated $13.9K and bringing the position to 40,252 shares worth $1.48M. The position accounts for 0.34% of the portfolio, ranked #32.

Investment Planning Advisors first reported a position in DFAX in Q2 2024 and has held it in 9 quarters since. 410 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Investment Planning Advisors held 40,252 shares of Dimensional World ex US Core Equity 2 ETF worth $1.48M as of Q2 2026.
Investment Planning Advisors bought 377 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $13.9K.
Dimensional World ex US Core Equity 2 ETF made up 0.34% of Investment Planning Advisors's portfolio in Q2 2026, its #32 holding.
Investment Planning Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
410 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.