Plancorp LLC’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Plancorp LLC’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	$142M	Sell	3,903,563 -38,502	-1%	-$1.41M	3.45%	10
2026 Q1	$142M	Sell	3,942,065 -53,946	-1%	-$1.88M	4.03%	7
2025 Q4	$131M	Sell	3,996,011 -56,039	-1%	-$1.79M	3.95%	7
2025 Q3	$127M	Sell	4,052,050 -35,827	-0.9%	-$1.09M	3.99%	6
2025 Q2	$120M	Sell	4,087,877 -33,119	-0.8%	-$911K	4.16%	6
2025 Q1	$108M	Sell	4,120,996 -18,501	-0.4%	-$480K	4.28%	6
2024 Q4	$103M	Sell	4,139,497 -20,926	-0.5%	-$541K	4.23%	5
2024 Q3	$112M	Sell	4,160,423 -21,981	-0.5%	-$570K	4.59%	5
2024 Q2	$106M	Sell	4,182,404 -8,585	-0.2%	-$219K	4.61%	5
2024 Q1	$107M	Sell	4,190,989 -6,123	-0.1%	-$150K	4.63%	5
2023 Q4	$102M	Sell	4,197,112 -20,827	-0.5%	-$476K	4.91%	4
2023 Q3	$95M	Sell	4,217,939 -18,975	-0.4%	-$444K	5.08%	4
2023 Q2	$98.8M	Sell	4,236,914 -25,963	-0.6%	-$605K	5.33%	4
2023 Q1	$98.3M	Sell	4,262,877 -28,674	-0.7%	-$655K	5.53%	4
2022 Q4	$92.7M	Buy	4,291,551 +75,765	+2%	+$1.58M	5.47%	4
2022 Q3	$79.6M	Sell	4,215,786 -21,610	-0.5%	-$459K	5.31%	4
2022 Q2	$90.8M	Sell	4,237,396 -42,056	-1%	-$979K	5.72%	4
2022 Q1	$107M	Sell	4,279,452 -4,894	-0.1%	-$124K	6.94%	3
2021 Q4	$112M	Sell	4,284,346 -37,697	-0.9%	-$985K	7.09%	3
2021 Q3	$112M	Buy	+4,322,043	New	+$114M	7.73%	3

Other funds holding DFAX

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return

TWA

Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SWA

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

Plancorp LLC's DFAX Position: Q2 2026 in Review

Plancorp LLC reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.98% in Q2 2026, selling an estimated $1.41M and leaving 3,903,563 shares worth $142M. The position accounts for 3.45% of the portfolio, ranked #10.

Plancorp LLC first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. The position peaked at $142M in Q1 2026. 141 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Plancorp LLC held 3,903,563 shares of Dimensional World ex US Core Equity 2 ETF worth $142M as of Q2 2026.
Plancorp LLC sold 38,502 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $1.41M.
Dimensional World ex US Core Equity 2 ETF made up 3.45% of Plancorp LLC's portfolio in Q2 2026, its #10 holding.
Plancorp LLC first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
Plancorp LLC's Dimensional World ex US Core Equity 2 ETF position peaked at $142M in Q1 2026.
141 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.