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Berger Financial Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Berger Financial 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
Q1 		$2.3M Buy
67,573
+7,801
+13% +$271K 0.13% 128
2025
Q4 		$1.96M Buy
59,772
+5,648
+10% +$180K 0.11% 147
2025
Q3 		$1.7M Sell
54,124
-472
-0.9% -$14.3K 0.1% 156
2025
Q2 		$1.6M Buy
54,596
+3,658
+7% +$101K 0.1% 151
2025
Q1 		$1.33M Sell
50,938
-3,028
-6% -$78.6K 0.09% 159
2024
Q4 		$1.34M Buy
+53,966
New +$1.4M 0.09% 157

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B 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

Berger Financial Group's DFAX Position: Q1 2026 in Review

Berger Financial Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 13% in Q1 2026, buying an estimated $271K and bringing the position to 67,573 shares worth $2.3M. The position accounts for 0.13% of the portfolio, ranked #128.

Berger Financial Group first reported a position in DFAX in Q4 2024 and has held it in 6 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Berger Financial Group held 67,573 shares of Dimensional World ex US Core Equity 2 ETF worth $2.3M as of Q1 2026.
  • Berger Financial Group bought 7,801 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $271K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.13% of Berger Financial Group's portfolio in Q1 2026, its #128 holding.
  • Berger Financial Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.