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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
Q2 		$975K Sell
26,472
-4,594
-15% -$169K 0.17% 30
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 $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

Leading Edge Financial Planning's DFAX Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 15% in Q2 2026, selling an estimated $169K and leaving 26,472 shares worth $975K. The position accounts for 0.17% of the portfolio, ranked #30.

Leading Edge Financial Planning first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. The position peaked at $28M in Q2 2023. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Leading Edge Financial Planning held 26,472 shares of Dimensional World ex US Core Equity 2 ETF worth $975K as of Q2 2026.
  • Leading Edge Financial Planning sold 4,594 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $169K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.17% of Leading Edge Financial Planning's portfolio in Q2 2026, its #30 holding.
  • Leading Edge Financial Planning first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • Leading Edge Financial Planning's Dimensional World ex US Core Equity 2 ETF position peaked at $28M in Q2 2023.
  • 712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.