Shakespeare Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Shakespeare Wealth 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	$978K	Sell	26,541 -917	-3%	-$33.7K	0.26%	34
2026 Q1	$933K	Buy	27,458 +81	+0.3%	+$2.82K	0.22%	44
2025 Q4	$896K	Buy	27,377 +287	+1%	+$9.15K	0.2%	46
2025 Q3	$850K	Buy	27,090 +1,536	+6%	+$46.6K	0.19%	47
2025 Q2	$751K	Buy	25,554 +1,472	+6%	+$40.5K	0.2%	49
2025 Q1	$631K	Buy	24,082 +2,395	+11%	+$62.2K	0.17%	52
2024 Q4	$539K	Buy	21,687 +934	+5%	+$24.2K	0.15%	59
2024 Q3	$561K	Buy	20,753 +953	+5%	+$24.7K	0.15%	62
2024 Q2	$503K	Sell	19,800 -5,083	-20%	-$130K	0.15%	58
2024 Q1	$633K	Buy	24,883 +1,566	+7%	+$38.3K	0.18%	50
2023 Q4	$569K	Buy	23,317 +983	+4%	+$22.5K	0.18%	51
2023 Q3	$503K	Buy	22,334 +843	+4%	+$19.7K	0.18%	52
2023 Q2	$501K	Buy	21,491 +228	+1%	+$5.31K	0.17%	54
2023 Q1	$490K	Buy	21,263 +2,618	+14%	+$59.8K	0.17%	47
2022 Q4	$403K	Buy	18,645 +183	+1%	+$3.8K	0.15%	54
2022 Q3	$349K	Buy	18,462 +657	+4%	+$14K	0.15%	55
2022 Q2	$384K	Buy	17,805 +6,652	+60%	+$155K	0.16%	50
2022 Q1	$283K	Buy	+11,153	New	+$282K	0.1%	61

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 22.9% 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 $1.11B AUM 11.16% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Shakespeare Wealth Management's DFAX Position: Q2 2026 in Review

Shakespeare Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.3% in Q2 2026, selling an estimated $33.7K and leaving 26,541 shares worth $978K. The position accounts for 0.26% of the portfolio, ranked #34.

Shakespeare Wealth Management first reported a position in DFAX in Q1 2022 and has held it in 18 quarters since. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Shakespeare Wealth Management held 26,541 shares of Dimensional World ex US Core Equity 2 ETF worth $978K as of Q2 2026.
Shakespeare Wealth Management sold 917 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $33.7K.
Dimensional World ex US Core Equity 2 ETF made up 0.26% of Shakespeare Wealth Management's portfolio in Q2 2026, its #34 holding.
Shakespeare Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2022 and has held it in 18 quarters since.
714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.