Life Planning Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Life Planning Partners’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	$1.57M	Sell	42,736 -3,571	-8%	-$131K	1.17%	21
2026 Q1	$1.57M	Hold	46,307	–	–	1.2%	23
2025 Q4	$1.52M	Sell	46,307 -456	-1%	-$14.5K	1.16%	23
2025 Q3	$1.47M	Buy	46,763 +2	+0%	+$61	1.07%	24
2025 Q2	$1.37M	Buy	46,761 +6	+0%	+$165	1.09%	24
2025 Q1	$1.22M	Buy	46,755 +454	+1%	+$11.8K	1.11%	22
2024 Q4	$1.15M	Hold	46,301	–	–	1.06%	24
2024 Q3	$1.25M	Sell	46,301 -300	-0.6%	-$7.78K	1.12%	22
2024 Q2	$1.18M	Hold	46,601	–	–	1.08%	22
2024 Q1	$1.19M	Hold	46,601	–	–	1.18%	23
2023 Q4	$1.14M	Buy	+46,601	New	+$1.07M	1.12%	23
2022 Q3	$880K	Hold	46,601	–	–	1.01%	23
2022 Q2	$1M	Sell	46,601 -572	-1%	-$13.3K	1.12%	23
2022 Q1	$1.18M	Hold	47,173	–	–	1.2%	22
2021 Q4	$1.23M	Buy	+47,173	New	+$1.23M	1.24%	20

Other funds holding DFAX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Life Planning Partners's DFAX Position: Q2 2026 in Review

Life Planning Partners reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 7.7% in Q2 2026, selling an estimated $131K and leaving 42,736 shares worth $1.57M. The position accounts for 1.17% of the portfolio, ranked #21.

Life Planning Partners first reported a position in DFAX in Q4 2021 and has held it in 15 quarters since. 417 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Life Planning Partners held 42,736 shares of Dimensional World ex US Core Equity 2 ETF worth $1.57M as of Q2 2026.
Life Planning Partners sold 3,571 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $131K.
Dimensional World ex US Core Equity 2 ETF made up 1.17% of Life Planning Partners's portfolio in Q2 2026, its #21 holding.
Life Planning Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 15 quarters since.
417 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.