Legacy Private Trust’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Legacy Private Trust’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 Q3	$278K	Buy	+7,501	New	+$280K	0.02%	238

Other funds holding DFAX

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return

DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return

Legacy Private Trust's DFAX Position: Q3 2026 in Review

Legacy Private Trust opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2026: 7,501 shares worth $278K. The stake represents 0.02% of the portfolio and ranks #238 among its holdings.

32 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Legacy Private Trust held 7,501 shares of Dimensional World ex US Core Equity 2 ETF worth $278K as of Q3 2026.
Dimensional World ex US Core Equity 2 ETF was a new Legacy Private Trust position in Q3 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.02% of Legacy Private Trust's portfolio in Q3 2026, its #238 holding.
32 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.