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Jackson Grant Investment Advisers’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Jackson Grant Investment Advisers’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 		$56.7K Hold
1,539
– – 0.02% 194
2026
Q1 		$52.3K Hold
1,539
– – 0.02% 198
2025
Q4 		$50.4K Hold
1,539
– – 0.02% 201
2025
Q3 		$48.3K Buy
+1,539
New +$46.7K 0.02% 201

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

Jackson Grant Investment Advisers's DFAX Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 1,539 shares worth $56.7K. The position accounts for 0.02% of the portfolio, ranked #194.

Jackson Grant Investment Advisers first reported a position in DFAX in Q3 2025 and has held it in 4 quarters since. 358 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Jackson Grant Investment Advisers held 1,539 shares of Dimensional World ex US Core Equity 2 ETF worth $56.7K as of Q2 2026.
  • Jackson Grant Investment Advisers 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 0.02% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #194 holding.
  • Jackson Grant Investment Advisers first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2025 and has held it in 4 quarters since.
  • 358 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.