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 Q2	$19.4M	Sell	527,460 -23,094	-4%	-$848K	13.05%	2
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 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

Vested Financial Planning's DFAX Position: Q2 2026 in Review

Vested Financial Planning reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.2% in Q2 2026, selling an estimated $848K and leaving 527,460 shares worth $19.4M. The position accounts for 13.05% of the portfolio, ranked #2.

Vested Financial Planning first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Vested Financial Planning held 527,460 shares of Dimensional World ex US Core Equity 2 ETF worth $19.4M as of Q2 2026.
Vested Financial Planning sold 23,094 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $848K.
Dimensional World ex US Core Equity 2 ETF made up 13.05% of Vested Financial Planning's portfolio in Q2 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 7 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Vested Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.