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Planning Center Inc’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Planning Center Inc’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 		$88.1M Sell
2,391,457
-42,566
-2% -$1.56M 8.31% 3
2026
Q1 		$82.7M Sell
2,434,023
-174,690
-7% -$6.08M 8.38% 3
2025
Q4 		$85.4M Sell
2,608,713
-197,376
-7% -$6.3M 8.72% 3
2025
Q3 		$88.1M Sell
2,806,089
-44,453
-2% -$1.35M 9.24% 3
2025
Q2 		$83.7M Sell
2,850,542
-65,764
-2% -$1.81M 9.26% 3
2025
Q1 		$76.4M Buy
2,916,306
+1,559
+0.1% +$40.5K 9.04% 3
2024
Q4 		$72.5M Buy
2,914,747
+37,252
+1% +$964K 9.19% 3
2024
Q3 		$77.7M Buy
2,877,495
+29,178
+1% +$757K 9.58% 3
2024
Q2 		$72.4M Buy
2,848,317
+16,254
+0.6% +$415K 9.46% 3
2024
Q1 		$72M Buy
2,832,063
+31,556
+1% +$772K 15.68% 1
2023
Q4 		$68.4M Buy
2,800,507
+59,581
+2% +$1.36M 15.86% 1
2023
Q3 		$61.7M Buy
2,740,926
+47,795
+2% +$1.12M 16.04% 1
2023
Q2 		$62.8M Buy
2,693,131
+5,869
+0.2% +$137K 15.95% 1
2023
Q1 		$63.5M Sell
2,687,262
-153,288
-5% -$3.5M 17.45% 1
2022
Q4 		$61.4M Buy
2,840,550
+1,340,346
+89% +$27.9M 18.67% 1
2022
Q3 		$28.3M Buy
1,500,204
+132,569
+10% +$2.82M 22.43% 1
2022
Q2 		$28.6M Buy
+1,367,635
New +$31.8M 22.51% 1
2022
Q1 		– Sell
-1,216,073
Closed -$31.6M – 50
2021
Q4 		$31.6M Buy
+1,216,073
New +$31.8M 25.17% 1

Other funds holding DFAX

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Planning Center Inc's DFAX Position: Q2 2026 in Review

Planning Center Inc reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.7% in Q2 2026, selling an estimated $1.56M and leaving 2,391,457 shares worth $88.1M. The position accounts for 8.31% of the portfolio, ranked #3.

Planning Center Inc first reported a position in DFAX in Q4 2021 and has held it in 18 quarters since. 358 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Planning Center Inc held 2,391,457 shares of Dimensional World ex US Core Equity 2 ETF worth $88.1M as of Q2 2026.
  • Planning Center Inc sold 42,566 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $1.56M.
  • Dimensional World ex US Core Equity 2 ETF made up 8.31% of Planning Center Inc's portfolio in Q2 2026, its #3 holding.
  • Planning Center Inc first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 18 quarters since.
  • 358 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.