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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

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. 375 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.
375 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.