LJI Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

LJI Wealth Management’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	$663K	Buy	18,010 +721	+4%	+$26.5K	0.09%	92
2026 Q1	$587K	Sell	17,289 -6,278	-27%	-$218K	0.09%	86
2025 Q4	$771K	Buy	23,567 +6,527	+38%	+$208K	0.12%	76
2025 Q3	$535K	Sell	17,040 -6,577	-28%	-$200K	0.09%	83
2025 Q2	$694K	Buy	23,617 +240	+1%	+$6.61K	0.12%	69
2025 Q1	$612K	Sell	23,377 -47	-0.2%	-$1.22K	0.12%	73
2024 Q4	$582K	Buy	23,424 +176	+0.8%	+$4.55K	0.11%	77
2024 Q3	$628K	Buy	23,248 +130	+0.6%	+$3.37K	0.13%	84
2024 Q2	$588K	Buy	23,118 +216	+0.9%	+$5.52K	0.13%	85
2024 Q1	$583K	Sell	22,902 -2	-0%	-$49	0.15%	71
2023 Q4	$559K	Buy	22,904 +147	+0.6%	+$3.36K	0.14%	80
2023 Q3	$512K	Sell	22,757 -146,168	-87%	-$3.42M	0.15%	74
2023 Q2	$530K	Buy	168,925 +146,403	+650%	+$3.41M	0.15%	72
2023 Q1	$519K	Buy	22,522 +129	+0.6%	+$2.95K	0.16%	67
2022 Q4	$484K	Buy	+22,393	New	+$466K	0.17%	67

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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

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

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

LJI Wealth Management's DFAX Position: Q2 2026 in Review

LJI Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.2% in Q2 2026, buying an estimated $26.5K and bringing the position to 18,010 shares worth $663K. The position accounts for 0.09% of the portfolio, ranked #92.

LJI Wealth Management first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. The position peaked at $771K in Q4 2025. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

LJI Wealth Management held 18,010 shares of Dimensional World ex US Core Equity 2 ETF worth $663K as of Q2 2026.
LJI Wealth Management bought 721 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $26.5K.
Dimensional World ex US Core Equity 2 ETF made up 0.09% of LJI Wealth Management's portfolio in Q2 2026, its #92 holding.
LJI Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $771K in Q4 2025.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.