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Sound Income Strategies’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Sound Income Strategies’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 		$309K Buy
+8,384
New +$308K 0.01% 372
2023
Q4 		– Sell
-4,278
Closed -$96.3K – 1339
2023
Q3 		$96.3K Buy
+4,278
New +$100K 0.01% 217

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Sound Income Strategies's DFAX Position: Q2 2026 in Review

Sound Income Strategies opened a new position in Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2026: 8,384 shares worth $309K. The stake represents 0.01% of the portfolio and ranks #372 among its holdings. This is a return to the name: Sound Income Strategies previously reported a position in DFAX as recently as Q3 2023.

Sound Income Strategies first reported a position in DFAX in Q3 2023 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Sound Income Strategies held 8,384 shares of Dimensional World ex US Core Equity 2 ETF worth $309K as of Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF was a new Sound Income Strategies position in Q2 2026.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #372 holding.
  • Sound Income Strategies first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2023 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.