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

Prosperity 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 		$17.4M Sell
472,299
-16,461
-3% -$605K 3.99% 6
2026
Q1 		$16.6M Sell
488,760
-23,693
-5% -$824K 4.21% 6
2025
Q4 		$16.8M Sell
512,453
-29,966
-6% -$956K 4.39% 5
2025
Q3 		$17M Sell
542,419
-19,649
-3% -$597K 4.59% 4
2025
Q2 		$16.5M Sell
562,068
-32,575
-5% -$896K 4.76% 4
2025
Q1 		$15.6M Sell
594,643
-10,255
-2% -$266K 4.88% 4
2024
Q4 		$15M Sell
604,898
-2,986
-0.5% -$77.2K 4.82% 4
2024
Q3 		$16.4M Sell
607,884
-11,718
-2% -$304K 5.2% 4
2024
Q2 		$15.8M Sell
619,602
-10,963
-2% -$280K 5.38% 4
2024
Q1 		$16M Sell
630,565
-5,617
-0.9% -$137K 5.56% 4
2023
Q4 		$15.5M Sell
636,182
-4,632
-0.7% -$106K 5.82% 3
2023
Q3 		$14.4M Sell
640,814
-401
-0.1% -$9.38K 6.03% 3
2023
Q2 		$14.9M Sell
641,215
-6,005
-0.9% -$140K 6.17% 3
2023
Q1 		$14.9M Sell
647,220
-2,725
-0.4% -$62.3K 6.5% 2
2022
Q4 		$13.5M Hold
649,945
– – 6.67% 2
2022
Q3 		$12.3M Buy
649,945
+33,857
+5% +$719K 6.41% 2
2022
Q2 		$13.6M Hold
616,088
– – 6.96% 2
2022
Q1 		$15.4M Hold
616,088
– – 7.54% 2
2021
Q4 		$16.1M Buy
616,088
+20,330
+3% +$531K 8.15% 2
2021
Q3 		$15.4M Buy
+595,758
New +$15.8M 8.41% 2

Other funds holding DFAX

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 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
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FS
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Prosperity Planning's DFAX Position: Q2 2026 in Review

Prosperity Planning reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.4% in Q2 2026, selling an estimated $605K and leaving 472,299 shares worth $17.4M. The position accounts for 3.99% of the portfolio, ranked #6.

Prosperity Planning first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 141 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Prosperity Planning held 472,299 shares of Dimensional World ex US Core Equity 2 ETF worth $17.4M as of Q2 2026.
  • Prosperity Planning sold 16,461 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $605K.
  • Dimensional World ex US Core Equity 2 ETF made up 3.99% of Prosperity Planning's portfolio in Q2 2026, its #6 holding.
  • Prosperity 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.
  • 141 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.