LWA
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Lantern Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Lantern Wealth 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 		$3.97M Sell
107,628
-202
-0.2% -$7.42K 1.82% 12
2026
Q1 		$3.66M Buy
107,830
+339
+0.3% +$11.8K 1.88% 12
2025
Q4 		$3.52M Sell
107,491
-5,817
-5% -$186K 1.87% 14
2025
Q3 		$3.56M Sell
113,308
-1,815
-2% -$55.1K 1.88% 14
2025
Q2 		$3.38M Buy
+115,123
New +$3.17M 2.01% 13
2024
Q4 		$3.06M Buy
123,041
+420
+0.3% +$10.9K 1.99% 14
2024
Q3 		$881K Buy
122,621
+910
+0.7% +$23.6K 0.61% 43
2024
Q2 		$3.09M Buy
121,711
+526
+0.4% +$13.4K 2.24% 11
2024
Q1 		$3.08M Buy
121,185
+5,770
+5% +$141K 2.17% 12
2023
Q4 		$2.82M Buy
+115,415
New +$2.64M 2.21% 11

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
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

Lantern Wealth Advisors's DFAX Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.19% in Q2 2026, selling an estimated $7.42K and leaving 107,628 shares worth $3.97M. The position accounts for 1.82% of the portfolio, ranked #12.

Lantern Wealth Advisors first reported a position in DFAX in Q4 2023 and has held it in 10 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Lantern Wealth Advisors held 107,628 shares of Dimensional World ex US Core Equity 2 ETF worth $3.97M as of Q2 2026.
  • Lantern Wealth Advisors sold 202 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $7.42K.
  • Dimensional World ex US Core Equity 2 ETF made up 1.82% of Lantern Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Lantern Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 10 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.