Squire Investment Management Company’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Squire Investment Management Company’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	$2.84M	Sell	77,218 -396	-0.5%	-$14.5K	0.69%	22
2026 Q1	$2.64M	Buy	77,614 +13	+0%	+$452	0.73%	22
2025 Q4	$2.54M	Sell	77,601 -6,026	-7%	-$192K	0.77%	22
2025 Q3	$2.62M	Sell	83,627 -839	-1%	-$25.5K	0.85%	21
2025 Q2	$2.48M	Buy	84,466 +77	+0.1%	+$2.12K	0.91%	19
2025 Q1	$2.21M	Buy	84,389 +421	+0.5%	+$10.9K	0.92%	20
2024 Q4	$2.09M	Sell	83,968 -81	-0.1%	-$2.1K	0.92%	19
2024 Q3	$2.27M	Buy	84,049 +173	+0.2%	+$4.49K	1.08%	17
2024 Q2	$2.13M	Sell	83,876 -1,288	-2%	-$32.9K	1.21%	15
2024 Q1	$2.17M	Sell	85,164 -916	-1%	-$22.4K	1.37%	13
2023 Q4	$2.1M	Buy	+86,080	New	+$1.97M	1.71%	11

Other funds holding DFAX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

TFP

Triune Financial Partners Overland Park, Kansas $479M AUM 25.15% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Squire Investment Management Company's DFAX Position: Q2 2026 in Review

Squire Investment Management Company reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.51% in Q2 2026, selling an estimated $14.5K and leaving 77,218 shares worth $2.84M. The position accounts for 0.69% of the portfolio, ranked #22.

Squire Investment Management Company first reported a position in DFAX in Q4 2023 and has held it in 11 quarters since. 479 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Squire Investment Management Company held 77,218 shares of Dimensional World ex US Core Equity 2 ETF worth $2.84M as of Q2 2026.
Squire Investment Management Company sold 396 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $14.5K.
Dimensional World ex US Core Equity 2 ETF made up 0.69% of Squire Investment Management Company's portfolio in Q2 2026, its #22 holding.
Squire Investment Management Company first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
479 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.