Jentner Corp’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Jentner Corp’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
2025 Q2	$507K	Buy	+17,270	New	+$475K	0.14%	37

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Jentner Corp's DFAX Position: Q2 2025 in Review

Jentner Corp opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2025: 17,270 shares worth $507K. The stake represents 0.14% of the portfolio and ranks #37 among its holdings.

597 funds tracked by Wall St. Rank hold DFAX as of Q2 2025.

Jentner Corp held 17,270 shares of Dimensional World ex US Core Equity 2 ETF worth $507K as of Q2 2025.
Dimensional World ex US Core Equity 2 ETF was a new Jentner Corp position in Q2 2025.
Dimensional World ex US Core Equity 2 ETF made up 0.14% of Jentner Corp's portfolio in Q2 2025, its #37 holding.
597 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2025.

Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.