Retirement Solution’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Retirement Solution’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	$2.67M	Sell	72,393 -774	-1%	-$28.4K	0.52%	14
2026 Q1	$2.49M	Sell	73,167 -1,238	-2%	-$43.1K	0.59%	11
2025 Q4	$2.44M	Buy	74,405 +10,169	+16%	+$324K	0.54%	13
2025 Q3	$2.02M	Buy	64,236 +11	+0%	+$334	0.48%	13
2025 Q2	$1.89M	Buy	64,225 +6,270	+11%	+$173K	0.48%	12
2025 Q1	$1.52M	Sell	57,955 -32,840	-36%	-$853K	0.43%	12
2024 Q4	$2.26M	Buy	90,795 +8,241	+10%	+$213K	0.59%	16
2024 Q3	$2.22M	Buy	82,554 +5,689	+7%	+$148K	0.54%	16
2024 Q2	$1.95M	Buy	76,865 +6,587	+9%	+$168K	0.53%	16
2024 Q1	$1.79M	Buy	70,278 +6,142	+10%	+$150K	0.48%	17
2023 Q4	$1.57M	Buy	64,136 +10,787	+20%	+$247K	0.46%	18
2023 Q3	$1.2M	Buy	53,349 +29,593	+125%	+$692K	0.4%	21
2023 Q2	$554K	Buy	23,756 +874	+4%	+$20.4K	0.18%	27
2023 Q1	$528K	Buy	+22,882	New	+$523K	0.19%	26

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Retirement Solution's DFAX Position: Q2 2026 in Review

Retirement Solution reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.1% in Q2 2026, selling an estimated $28.4K and leaving 72,393 shares worth $2.67M. The position accounts for 0.52% of the portfolio, ranked #14.

Retirement Solution first reported a position in DFAX in Q1 2023 and has held it in 14 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Retirement Solution held 72,393 shares of Dimensional World ex US Core Equity 2 ETF worth $2.67M as of Q2 2026.
Retirement Solution sold 774 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $28.4K.
Dimensional World ex US Core Equity 2 ETF made up 0.52% of Retirement Solution's portfolio in Q2 2026, its #14 holding.
Retirement Solution first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Retirement Solution's 13F filing for Q2 2026, filed 11 Aug 2026.