Meredith Wealth Planning’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Meredith Wealth Planning’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	$986K	Buy	26,633 +157	+0.6%	+$5.86K	0.25%	40
2026 Q2	$975K	Buy	26,476 +281	+1%	+$10.3K	0.23%	39
2026 Q1	$890K	Buy	26,195 +46	+0.2%	+$1.6K	0.24%	37
2025 Q4	$856K	Buy	26,149 +310	+1%	+$9.9K	0.25%	37
2025 Q3	$811K	Buy	25,839 +361	+1%	+$11K	0.26%	37
2025 Q2	$748K	Buy	+25,478	New	+$701K	0.27%	35

Other funds holding DFAX

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 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

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return

Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return

Meredith Wealth Planning's DFAX Position: Q3 2026 in Review

Meredith Wealth Planning increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.59% in Q3 2026, buying an estimated $5.86K and bringing the position to 26,633 shares worth $986K. The position accounts for 0.25% of the portfolio, ranked #40.

Meredith Wealth Planning first reported a position in DFAX in Q2 2025 and has held it in 6 quarters since. 198 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Meredith Wealth Planning held 26,633 shares of Dimensional World ex US Core Equity 2 ETF worth $986K as of Q3 2026.
Meredith Wealth Planning bought 157 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $5.86K.
Dimensional World ex US Core Equity 2 ETF made up 0.25% of Meredith Wealth Planning's portfolio in Q3 2026, its #40 holding.
Meredith Wealth Planning first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 6 quarters since.
198 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.