LEFP
DFAX icon

Leading Edge Financial Planning’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Leading Edge Financial Planning’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
Q1 		$1.06M Buy
31,066
+9
+0% +$313 0.22% 29
2025
Q4 		$1.02M Sell
31,057
-2,258
-7% -$72K 0.23% 28
2025
Q3 		$1.05M Buy
33,315
+2,253
+7% +$68.4K 0.26% 26
2025
Q2 		$912K Sell
31,062
-1,528
-5% -$42.1K 0.25% 28
2025
Q1 		$854K Sell
32,590
-598
-2% -$15.5K 0.27% 27
2024
Q4 		$825K Sell
33,188
-1,968
-6% -$50.9K 0.27% 27
2024
Q3 		$950K Sell
35,156
-7,756
-18% -$201K 0.32% 25
2024
Q2 		$1.09M Sell
42,912
-580
-1% -$14.8K 0.44% 24
2024
Q1 		$1.11M Sell
43,492
-82,811
-66% -$2.03M 0.49% 21
2023
Q4 		$3.08M Sell
126,303
-769,469
-86% -$17.6M 1.6% 13
2023
Q3 		$20.2M Sell
895,772
-304,788
-25% -$7.13M 12.92% 2
2023
Q2 		$28M Buy
1,200,560
+150,841
+14% +$3.51M 18.31% 1
2023
Q1 		$24.2M Buy
1,049,719
+124,118
+13% +$2.84M 17.52% 1
2022
Q4 		$20M Buy
+925,601
New +$19.2M 17.3% 1

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return