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

Burk Holdings’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	$445K	Buy	12,090 +16	+0.1%	+$588	0.16%	51
2026 Q1	$410K	Sell	12,074 -646	-5%	-$22.5K	0.18%	57
2025 Q4	$416K	Buy	12,720 +10	+0.1%	+$319	0.2%	58
2025 Q3	$399K	Buy	12,710 +9	+0.1%	+$273	0.21%	54
2025 Q2	$373K	Buy	12,701 +19	+0.1%	+$523	0.23%	47
2025 Q1	$332K	Buy	12,682 +1,491	+13%	+$38.7K	0.25%	46
2024 Q4	$278K	Buy	+11,191	New	+$289K	0.23%	46

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

Burk Holdings's DFAX Position: Q2 2026 in Review

Burk Holdings increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.13% in Q2 2026, buying an estimated $588 and bringing the position to 12,090 shares worth $445K. The position accounts for 0.16% of the portfolio, ranked #51.

Burk Holdings first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Burk Holdings held 12,090 shares of Dimensional World ex US Core Equity 2 ETF worth $445K as of Q2 2026.
Burk Holdings bought 16 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $588.
Dimensional World ex US Core Equity 2 ETF made up 0.16% of Burk Holdings's portfolio in Q2 2026, its #51 holding.
Burk Holdings first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.