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Red Lighthouse Investment Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Red Lighthouse Investment Management’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 		$2.22M Hold
60,318
– – 0.66% 23
2026
Q1 		$2.05M Hold
60,318
– – 0.69% 23
2025
Q4 		$1.97M Hold
60,318
– – 0.71% 22
2025
Q3 		$1.89M Hold
60,318
– – 0.66% 24
2025
Q2 		$1.77M Sell
60,318
-2,497
-4% -$68.7K 0.68% 24
2025
Q1 		$1.6M Buy
62,815
+2,497
+4% +$64.8K 0.65% 25
2024
Q4 		$1.5M Hold
60,318
– – 0.59% 24
2024
Q3 		$1.63M Sell
60,318
-2,726
-4% -$70.7K 0.64% 23
2024
Q2 		$1.6M Buy
63,044
+229
+0.4% +$5.85K 0.67% 22
2024
Q1 		$1.6M Hold
62,815
– – 0.64% 26
2023
Q4 		$1.53M Hold
62,815
– – 0.64% 25
2023
Q3 		$1.41M Hold
62,815
– – 0.67% 25
2023
Q2 		$1.46M Hold
62,815
– – 0.67% 25
2023
Q1 		$1.45M Hold
62,815
– – 0.7% 25
2022
Q4 		$1.36M Buy
+62,815
New +$1.31M 0.68% 26

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

Red Lighthouse Investment Management's DFAX Position: Q2 2026 in Review

Red Lighthouse Investment Management held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 60,318 shares worth $2.22M. The position accounts for 0.66% of the portfolio, ranked #23.

Red Lighthouse Investment Management first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Red Lighthouse Investment Management held 60,318 shares of Dimensional World ex US Core Equity 2 ETF worth $2.22M as of Q2 2026.
  • Red Lighthouse Investment Management left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 0.66% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #23 holding.
  • Red Lighthouse Investment Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.