Tanglewood Legacy Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Tanglewood Legacy 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	$1.11M	Hold	30,200	–	–	0.36%	44
2026 Q1	$1.03M	Hold	30,200	–	–	0.37%	45
2025 Q4	$988K	Hold	30,200	–	–	0.37%	43
2025 Q3	$948K	Hold	30,200	–	–	0.37%	42
2025 Q2	$887K	Hold	30,200	–	–	0.36%	44
2025 Q1	$791K	Sell	30,200 -1,635	-5%	-$42.4K	0.35%	44
2024 Q4	$791K	Hold	31,835	–	–	0.34%	43
2024 Q3	$860K	Hold	31,835	–	–	0.38%	42
2024 Q2	$809K	Hold	31,835	–	–	0.38%	41
2024 Q1	$810K	Sell	31,835 -11,100	-26%	-$272K	0.4%	38
2023 Q4	$1.05M	Sell	42,935 -21,008	-33%	-$480K	0.57%	28
2023 Q3	$1.44M	Hold	63,943	–	–	0.86%	19
2023 Q2	$1.49M	Buy	63,943 +10,805	+20%	+$252K	0.86%	20
2023 Q1	$1.23M	Buy	+53,138	New	+$1.21M	0.78%	21

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 22.96% 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 $1.08B AUM 19.77% 1-Year Est. Return

FMI

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

Tanglewood Legacy Advisors's DFAX Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 30,200 shares worth $1.11M. The position accounts for 0.36% of the portfolio, ranked #44.

Tanglewood Legacy Advisors first reported a position in DFAX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.49M in Q2 2023. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Tanglewood Legacy Advisors held 30,200 shares of Dimensional World ex US Core Equity 2 ETF worth $1.11M as of Q2 2026.
Tanglewood Legacy Advisors left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.36% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #44 holding.
Tanglewood Legacy Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $1.49M in Q2 2023.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.