LPL Financial
DFAX icon

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

LPL 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 		$303M Sell
8,228,270
-362,680
-4% -$13.3M 0.07% 291
2026
Q1 		$292M Buy
8,590,950
+523,941
+6% +$18.2M 0.08% 255
2025
Q4 		$264M Sell
8,067,009
-20,202
-0.2% -$644K 0.07% 258
2025
Q3 		$254M Buy
8,087,211
+62,544
+0.8% +$1.9M 0.07% 254
2025
Q2 		$236M Buy
8,024,667
+186,298
+2% +$5.13M 0.08% 246
2025
Q1 		$205M Buy
7,838,369
+262,683
+3% +$6.82M 0.08% 241
2024
Q4 		$188M Buy
7,575,686
+83,646
+1% +$2.16M 0.08% 230
2024
Q3 		$202M Buy
7,492,040
+116,080
+2% +$3.01M 0.09% 197
2024
Q2 		$187M Sell
7,375,960
-40,213
-0.5% -$1.03M 0.09% 193
2024
Q1 		$189M Buy
7,416,173
+141,948
+2% +$3.47M 0.1% 178
2023
Q4 		$178M Buy
7,274,225
+130,267
+2% +$2.98M 0.11% 171
2023
Q3 		$161M Buy
7,143,958
+112,236
+2% +$2.63M 0.11% 161
2023
Q2 		$164M Sell
7,031,722
-20,953
-0.3% -$488K 0.12% 154
2023
Q1 		$163M Buy
7,052,675
+115,586
+2% +$2.64M 0.13% 147
2022
Q4 		$150M Buy
6,937,089
+25,734
+0.4% +$535K 0.13% 156
2022
Q3 		$131M Buy
6,911,355
+221,473
+3% +$4.7M 0.13% 154
2022
Q2 		$143M Buy
+6,689,882
New +$156M 0.14% 147
2022
Q1 		– Sell
-5,354,596
Closed -$140M – 4236
2021
Q4 		$140M Buy
5,354,596
+1,121,706
+26% +$29.3M 0.12% 158
2021
Q3 		$110M Buy
+4,232,890
New +$112M 0.1% 182

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

LPL Financial's DFAX Position: Q2 2026 in Review

LPL Financial reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.2% in Q2 2026, selling an estimated $13.3M and leaving 8,228,270 shares worth $303M. The position accounts for 0.07% of the portfolio, ranked #291.

LPL Financial first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • LPL Financial held 8,228,270 shares of Dimensional World ex US Core Equity 2 ETF worth $303M as of Q2 2026.
  • LPL Financial sold 362,680 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $13.3M.
  • Dimensional World ex US Core Equity 2 ETF made up 0.07% of LPL Financial's portfolio in Q2 2026, its #291 holding.
  • LPL Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.