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

Partners in Financial 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
Q2 		$925K Buy
25,113
+199
+0.8% +$7.31K 0.14% 59
2026
Q1 		$846K Buy
24,914
+33
+0.1% +$1.15K 0.14% 55
2025
Q4 		$814K Buy
24,881
+152
+0.6% +$4.85K 0.14% 56
2025
Q3 		$776K Sell
24,729
-2,442
-9% -$74.2K 0.13% 57
2025
Q2 		$798K Buy
27,171
+251
+0.9% +$6.91K 0.15% 53
2025
Q1 		$705K Buy
26,920
+51
+0.2% +$1.32K 0.14% 55
2024
Q4 		$668K Sell
26,869
-29
-0.1% -$750 0.14% 55
2024
Q3 		$727K Sell
26,898
-1,423
-5% -$36.9K 0.15% 54
2024
Q2 		$720K Sell
28,321
-1,703
-6% -$43.5K 0.16% 52
2024
Q1 		$764K Buy
30,024
+19
+0.1% +$465 0.17% 52
2023
Q4 		$733K Buy
30,005
+125
+0.4% +$2.86K 0.17% 50
2023
Q3 		$673K Buy
29,880
+160
+0.5% +$3.74K 0.17% 51
2023
Q2 		$693K Buy
29,720
+220
+0.7% +$5.12K 0.18% 51
2023
Q1 		$680K Buy
29,500
+31
+0.1% +$708 0.18% 51
2022
Q4 		$641K Buy
29,469
+144
+0.5% +$2.99K 0.18% 50
2022
Q3 		$630K Buy
29,325
+191
+0.7% +$4.06K 0.18% 51
2022
Q2 		$625K Buy
29,134
+208
+0.7% +$4.84K 0.2% 50
2022
Q1 		$694K Sell
28,926
-89
-0.3% -$2.25K 0.22% 44
2021
Q4 		$747K Sell
29,015
-650
-2% -$17K 0.23% 41
2021
Q3 		$768K Buy
+29,665
New +$785K 0.24% 41

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
LPL Financial
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
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

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

Partners in Financial Planning increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.8% in Q2 2026, buying an estimated $7.31K and bringing the position to 25,113 shares worth $925K. The position accounts for 0.14% of the portfolio, ranked #59.

Partners in Financial Planning first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Partners in Financial Planning held 25,113 shares of Dimensional World ex US Core Equity 2 ETF worth $925K as of Q2 2026.
  • Partners in Financial Planning bought 199 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $7.31K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.14% of Partners in Financial Planning's portfolio in Q2 2026, its #59 holding.
  • Partners in Financial Planning first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
  • 714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.