LFA
DFAX icon

Lauterbach Financial Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Lauterbach Financial 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 		$16.5M Buy
447,575
+217
+0% +$7.97K 7.09% 3
2026
Q1 		$15.2M Sell
447,358
-13,320
-3% -$464K 7.42% 3
2025
Q4 		$15.1M Buy
460,678
+4,116
+0.9% +$131K 7.37% 3
2025
Q3 		$14.3M Sell
456,562
-2,282
-0.5% -$69.3K 7.2% 3
2025
Q2 		$13.5M Sell
458,844
-2,245
-0.5% -$61.8K 7.41% 3
2025
Q1 		$12.1M Sell
461,089
-2,941
-0.6% -$76.4K 7.53% 3
2024
Q4 		$11.5M Sell
464,030
-474
-0.1% -$12.3K 7% 3
2024
Q3 		$12.5M Buy
464,504
+1,928
+0.4% +$50K 7.63% 3
2024
Q2 		$11.6M Sell
462,576
-3,362
-0.7% -$85.9K 7.61% 3
2024
Q1 		$11.9M Sell
465,938
-18,049
-4% -$442K 7.78% 3
2023
Q4 		$11.8M Sell
483,987
-2,249
-0.5% -$51.4K 8.23% 3
2023
Q3 		$11M Buy
486,236
+2,983
+0.6% +$69.8K 8.6% 3
2023
Q2 		$11.3M Buy
483,253
+35,278
+8% +$822K 8.61% 3
2023
Q1 		$10.3M Sell
447,975
-3,364
-0.7% -$76.9K 8.35% 3
2022
Q4 		$9.75M Sell
451,339
-30,304
-6% -$630K 8.69% 4
2022
Q3 		$9.1M Buy
481,643
+9,541
+2% +$203K 9.27% 3
2022
Q2 		$10.1M Buy
472,102
+8,331
+2% +$194K 9.62% 3
2022
Q1 		$11.6M Buy
463,771
+5,454
+1% +$138K 10.52% 3
2021
Q4 		$12M Buy
+458,317
New +$12M 10.57% 3

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

Lauterbach Financial Advisors's DFAX Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.05% in Q2 2026, buying an estimated $7.97K and bringing the position to 447,575 shares worth $16.5M. The position accounts for 7.09% of the portfolio, ranked #3.

Lauterbach Financial Advisors first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 347 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Lauterbach Financial Advisors held 447,575 shares of Dimensional World ex US Core Equity 2 ETF worth $16.5M as of Q2 2026.
  • Lauterbach Financial Advisors bought 217 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $7.97K.
  • Dimensional World ex US Core Equity 2 ETF made up 7.09% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Lauterbach Financial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 347 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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