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ShankerValleau Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

ShankerValleau Wealth Advisors’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 		$47M Sell
1,275,089
-1,413
-0.1% -$51.9K 12.38% 2
2026
Q1 		$43.4M Sell
1,276,502
-40,639
-3% -$1.41M 12.22% 3
2025
Q4 		$43.1M Sell
1,317,141
-9,381
-0.7% -$299K 11.68% 3
2025
Q3 		$41.6M Buy
1,326,522
+1,931
+0.1% +$58.6K 10.68% 3
2025
Q2 		$38.9M Sell
1,324,591
-114,763
-8% -$3.16M 11.1% 3
2025
Q1 		$37.7M Sell
1,439,354
-18,509
-1% -$481K 12.25% 3
2024
Q4 		$36.2M Buy
1,457,863
+78,899
+6% +$2.04M 11.64% 3
2024
Q3 		$37.2M Buy
1,378,964
+6,048
+0.4% +$157K 12.69% 3
2024
Q2 		$34.9M Sell
1,372,916
-10,748
-0.8% -$275K 14.94% 2
2024
Q1 		$35.2M Buy
1,383,664
+9,377
+0.7% +$229K 16.2% 2
2023
Q4 		$33.6M Buy
1,374,287
+40,702
+3% +$931K 17.1% 2
2023
Q3 		$30M Buy
1,333,585
+50,499
+4% +$1.18M 16.88% 2
2023
Q2 		$29.9M Buy
1,283,086
+6,741
+0.5% +$157K 16.44% 2
2023
Q1 		$29.4M Sell
1,276,345
-16,810
-1% -$384K 17.1% 2
2022
Q4 		$27.9M Sell
1,293,155
-69,286
-5% -$1.44M 17.31% 2
2022
Q3 		$25.7M Buy
1,362,441
+62,950
+5% +$1.34M 17.42% 2
2022
Q2 		$27.9M Sell
1,299,491
-35,118
-3% -$817K 18.13% 2
2022
Q1 		$33.3M Buy
1,334,609
+20,760
+2% +$526K 19.96% 2
2021
Q4 		$34.3M Buy
+1,313,849
New +$34.3M 19.71% 2

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
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
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 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
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

ShankerValleau Wealth Advisors's DFAX Position: Q2 2026 in Review

ShankerValleau Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.11% in Q2 2026, selling an estimated $51.9K and leaving 1,275,089 shares worth $47M. The position accounts for 12.38% of the portfolio, ranked #2.

ShankerValleau Wealth Advisors first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. 234 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • ShankerValleau Wealth Advisors held 1,275,089 shares of Dimensional World ex US Core Equity 2 ETF worth $47M as of Q2 2026.
  • ShankerValleau Wealth Advisors sold 1,413 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $51.9K.
  • Dimensional World ex US Core Equity 2 ETF made up 12.38% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • ShankerValleau Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 234 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.