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XY Planning Network’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

XY Planning Network’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 		$4.44M Buy
120,482
+6,281
+5% +$231K 0.56% 43
2026
Q1 		$3.93M Sell
114,201
-20,093
-15% -$699K 0.63% 38
2025
Q4 		$4.4M Sell
134,294
-3,137
-2% -$100K 0.77% 31
2025
Q3 		$4.04M Hold
137,431
– – 1.37% 20
2025
Q2 		$4.04M Buy
137,431
+36,808
+37% +$1.01M 1.37% 20
2025
Q1 		$2.64M Sell
100,623
-5,157
-5% -$134K 1.76% 14
2024
Q4 		$2.63M Buy
+105,780
New +$2.74M 1.97% 13

Other funds holding DFAX

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

XY Planning Network's DFAX Position: Q2 2026 in Review

XY Planning Network increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 5.5% in Q2 2026, buying an estimated $231K and bringing the position to 120,482 shares worth $4.44M. The position accounts for 0.56% of the portfolio, ranked #43.

XY Planning Network first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • XY Planning Network held 120,482 shares of Dimensional World ex US Core Equity 2 ETF worth $4.44M as of Q2 2026.
  • XY Planning Network bought 6,281 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $231K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.56% of XY Planning Network's portfolio in Q2 2026, its #43 holding.
  • XY Planning Network first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 255 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.