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

LifeSteps Financial’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 		$3.22M Buy
87,356
+49,073
+128% +$1.8M 1.5% 16
2026
Q1 		$1.3M Buy
+38,283
New +$1.33M 0.82% 26

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
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
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

LifeSteps Financial's DFAX Position: Q2 2026 in Review

LifeSteps Financial increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 128% in Q2 2026, buying an estimated $1.8M and bringing the position to 87,356 shares worth $3.22M. The position accounts for 1.5% of the portfolio, ranked #16.

LifeSteps Financial first reported a position in DFAX in Q1 2026 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • LifeSteps Financial held 87,356 shares of Dimensional World ex US Core Equity 2 ETF worth $3.22M as of Q2 2026.
  • LifeSteps Financial bought 49,073 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $1.8M.
  • Dimensional World ex US Core Equity 2 ETF made up 1.5% of LifeSteps Financial's portfolio in Q2 2026, its #16 holding.
  • LifeSteps Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2026 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.