Waypoint Wealth Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Waypoint Wealth Partners’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
2025 Q2	$1.96M	Sell	66,899 -1,000	-1%	-$27.5K	0.48%	23
2025 Q1	$1.78M	Hold	67,899	–	–	0.49%	22
2024 Q4	$1.69M	Hold	67,899	–	–	0.46%	22
2024 Q3	$1.83M	Hold	67,899	–	–	0.49%	21
2024 Q2	$1.73M	Hold	67,899	–	–	0.5%	21
2024 Q1	$1.73M	Sell	67,899 -2,611	-4%	-$63.9K	0.49%	20
2023 Q4	$1.72M	Hold	70,510	–	–	0.53%	18
2023 Q3	$1.59M	Sell	70,510 -1,000	-1%	-$23.4K	0.55%	18
2023 Q2	$1.67M	Hold	71,510	–	–	0.57%	19
2023 Q1	$1.65M	Hold	71,510	–	–	0.59%	17
2022 Q4	$1.54M	Hold	71,510	–	–	0.61%	16
2022 Q3	$1.35M	Hold	71,510	–	–	0.57%	17
2022 Q2	$1.53M	Hold	71,510	–	–	0.59%	18
2022 Q1	$1.78M	Hold	71,510	–	–	0.65%	15
2021 Q4	$1.87M	Hold	71,510	–	–	0.64%	16
2021 Q3	$1.85M	Buy	+71,510	New	+$1.89M	0.69%	10

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 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

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Waypoint Wealth Partners's DFAX Position: Q2 2025 in Review

Waypoint Wealth Partners reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.5% in Q2 2025, selling an estimated $27.5K and leaving 66,899 shares worth $1.96M. The position accounts for 0.48% of the portfolio, ranked #23.

Waypoint Wealth Partners first reported a position in DFAX in Q3 2021 and has held it in 16 quarters since. 598 funds tracked by Wall St. Rank hold DFAX as of Q2 2025.

Waypoint Wealth Partners held 66,899 shares of Dimensional World ex US Core Equity 2 ETF worth $1.96M as of Q2 2025.
Waypoint Wealth Partners sold 1,000 Dimensional World ex US Core Equity 2 ETF shares in Q2 2025, an estimated $27.5K.
Dimensional World ex US Core Equity 2 ETF made up 0.48% of Waypoint Wealth Partners's portfolio in Q2 2025, its #23 holding.
Waypoint Wealth Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 16 quarters since.
598 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.