Wharton Business Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Wharton Business Group’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	$924K	Hold	25,090	–	–	0.03%	87
2026 Q1	$852K	Hold	25,090	–	–	0.03%	87
2025 Q4	$821K	Hold	25,090	–	–	0.03%	84
2025 Q3	$787K	Hold	25,090	–	–	0.03%	86
2025 Q2	$737K	Buy	+25,090	New	+$690K	0.03%	88

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

Wharton Business Group's DFAX Position: Q2 2026 in Review

Wharton Business Group held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 25,090 shares worth $924K. The position accounts for 0.03% of the portfolio, ranked #87.

Wharton Business Group first reported a position in DFAX in Q2 2025 and has held it in 5 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Wharton Business Group held 25,090 shares of Dimensional World ex US Core Equity 2 ETF worth $924K as of Q2 2026.
Wharton Business Group 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 0.03% of Wharton Business Group's portfolio in Q2 2026, its #87 holding.
Wharton Business Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.