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LAM Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

LAM Group’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 		$2.33M Hold
63,131
– – 1.16% 27
2026
Q1 		$2.14M Hold
63,131
– – 1.18% 26
2025
Q4 		$2.07M Sell
63,131
-1,475
-2% -$47.1K 1.18% 25
2025
Q3 		$2.03M Sell
64,606
-1,923
-3% -$58.4K 1.26% 24
2025
Q2 		$1.95M Sell
66,529
-10
-0% -$275 1.31% 24
2025
Q1 		$1.74M Sell
66,539
-649
-1% -$16.9K 1.28% 26
2024
Q4 		$1.67M Buy
67,188
+30
+0% +$776 1.19% 26
2024
Q3 		$1.81M Hold
67,158
– – 1.28% 26
2024
Q2 		$1.71M Sell
67,158
-95
-0.1% -$2.43K 1.44% 23
2024
Q1 		$1.71M Sell
67,253
-5
-0% -$122 1.4% 23
2023
Q4 		$1.64M Hold
67,258
– – 1.5% 21
2023
Q3 		$1.51M Sell
67,258
-623
-0.9% -$14.6K 1.49% 21
2023
Q2 		$1.58M Sell
67,881
-5
-0% -$116 1.47% 21
2023
Q1 		$1.57M Sell
67,886
-3,302
-5% -$75.4K 1.53% 21
2022
Q4 		$1.54M Buy
+71,188
New +$1.48M 1.58% 21

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

LAM Group's DFAX Position: Q2 2026 in Review

LAM Group held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 63,131 shares worth $2.33M. The position accounts for 1.16% of the portfolio, ranked #27.

LAM Group first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. 339 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • LAM Group held 63,131 shares of Dimensional World ex US Core Equity 2 ETF worth $2.33M as of Q2 2026.
  • LAM Group 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 1.16% of LAM Group's portfolio in Q2 2026, its #27 holding.
  • LAM Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.