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Vested Financial Planning’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Vested Financial Planning’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
Q1 		$18.7M Sell
550,554
-3,825
-0.7% -$133K 14.25% 2
2025
Q4 		$18.1M Buy
554,379
+764
+0.1% +$24.4K 13.97% 2
2025
Q3 		$17.4M Buy
553,615
+7,505
+1% +$228K 14.09% 2
2025
Q2 		$16M Sell
546,110
-33,515
-6% -$922K 14.27% 2
2025
Q1 		$15.2M Sell
579,625
-56,587
-9% -$1.47M 15.18% 2
2024
Q4 		$15.8M Buy
+636,212
New +$16.5M 14.98% 2

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B 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

Vested Financial Planning's DFAX Position: Q1 2026 in Review

Vested Financial Planning reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.69% in Q1 2026, selling an estimated $133K and leaving 550,554 shares worth $18.7M. The position accounts for 14.25% of the portfolio, ranked #2.

Vested Financial Planning first reported a position in DFAX in Q4 2024 and has held it in 6 quarters since. 695 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Vested Financial Planning held 550,554 shares of Dimensional World ex US Core Equity 2 ETF worth $18.7M as of Q1 2026.
  • Vested Financial Planning sold 3,825 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $133K.
  • Dimensional World ex US Core Equity 2 ETF made up 14.25% of Vested Financial Planning's portfolio in Q1 2026, its #2 holding.
  • Vested Financial Planning first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • 695 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Vested Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.