BH
DFAX icon

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
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
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 $8.89B AUM 25.87% 1-Year Est. Return

Burk Holdings's DFAX Position: Q1 2026 in Review

Burk Holdings reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 5.1% in Q1 2026, selling an estimated $22.5K and leaving 12,074 shares worth $410K. The position accounts for 0.18% of the portfolio, ranked #57.

Burk Holdings first reported a position in DFAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $416K in Q4 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Burk Holdings held 12,074 shares of Dimensional World ex US Core Equity 2 ETF worth $410K as of Q1 2026.
  • Burk Holdings sold 646 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $22.5K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.18% of Burk Holdings's portfolio in Q1 2026, its #57 holding.
  • Burk Holdings first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Burk Holdings's Dimensional World ex US Core Equity 2 ETF position peaked at $416K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.