WPWealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

WPWealth’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	$4.19M	Buy	113,602 +1,771	+2%	+$65.1K	0.62%	17
2026 Q1	$3.8M	Buy	111,831 +141	+0.1%	+$4.91K	0.58%	18
2025 Q4	$3.66M	Buy	111,690 +1,311	+1%	+$41.8K	0.57%	18
2025 Q3	$3.46M	Buy	110,379 +1,960	+2%	+$59.5K	0.57%	19
2025 Q2	$3.18M	Buy	108,419 +767	+0.7%	+$21.1K	0.57%	20
2025 Q1	$2.82M	Buy	107,652 +256	+0.2%	+$6.65K	0.56%	19
2024 Q4	$2.67M	Sell	107,396 -236	-0.2%	-$6.11K	0.55%	17
2024 Q3	$2.91M	Buy	107,632 +321	+0.3%	+$8.33K	0.6%	17
2024 Q2	$2.73M	Buy	107,311 +2,751	+3%	+$70.3K	0.66%	17
2024 Q1	$2.66M	Buy	104,560 +19,802	+23%	+$484K	0.69%	17
2023 Q4	$2.07M	Sell	84,758 -11,557	-12%	-$264K	0.64%	17
2023 Q3	$2.17M	Buy	96,315 +3	+0%	+$70	0.83%	18
2023 Q2	$2.25M	Buy	96,312 +402	+0.4%	+$9.36K	0.96%	17
2023 Q1	$2.21M	Buy	95,910 +12,586	+15%	+$288K	1.02%	18
2022 Q4	$1.8M	Buy	+83,324	New	+$1.73M	0.94%	17

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

WPWealth's DFAX Position: Q2 2026 in Review

WPWealth increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1.6% in Q2 2026, buying an estimated $65.1K and bringing the position to 113,602 shares worth $4.19M. The position accounts for 0.62% of the portfolio, ranked #17.

WPWealth first reported a position in DFAX in Q4 2022 and has held it in 15 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

WPWealth held 113,602 shares of Dimensional World ex US Core Equity 2 ETF worth $4.19M as of Q2 2026.
WPWealth bought 1,771 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $65.1K.
Dimensional World ex US Core Equity 2 ETF made up 0.62% of WPWealth's portfolio in Q2 2026, its #17 holding.
WPWealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.