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Cobblestone Capital Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Cobblestone Capital Advisors’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
2025
Q3 		$86.7M Buy
2,762,854
+10,344
+0.4% +$314K 4.16% 5
2025
Q2 		$80.8M Buy
2,752,510
+2,969
+0.1% +$81.7K 4.14% 4
2025
Q1 		$72M Buy
2,749,541
+270,443
+11% +$7.02M 3.95% 5
2024
Q4 		$61.6M Buy
2,479,098
+11,249
+0.5% +$291K 3.36% 6
2024
Q3 		$66.7M Buy
2,467,849
+18,648
+0.8% +$484K 3.74% 5
2024
Q2 		$62.3M Buy
2,449,201
+45,609
+2% +$1.17M 3.83% 5
2024
Q1 		$61.1M Buy
2,403,592
+140,483
+6% +$3.44M 3.85% 4
2023
Q4 		$55.3M Sell
2,263,109
-43,296
-2% -$990K 3.64% 5
2023
Q3 		$51.9M Sell
2,306,405
-20,373
-0.9% -$476K 3.85% 5
2023
Q2 		$54.2M Buy
2,326,778
+14,897
+0.6% +$347K 3.83% 5
2023
Q1 		$53.3M Buy
2,311,881
+7,984
+0.3% +$182K 3.97% 5
2022
Q4 		$49.8M Sell
2,303,897
-183,660
-7% -$3.82M 3.8% 4
2022
Q3 		$47M Sell
2,487,557
-1,402,753
-36% -$29.8M 3.92% 5
2022
Q2 		$83.4M Buy
3,890,310
+2,432,334
+167% +$56.6M 6.39% 4
2022
Q1 		$36.4M Buy
1,457,976
+364,235
+33% +$9.22M 2.47% 9
2021
Q4 		$28.6M Buy
+1,093,741
New +$28.6M 1.83% 10

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Cobblestone Capital Advisors's DFAX Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.38% in Q3 2025, buying an estimated $314K and bringing the position to 2,762,854 shares worth $86.7M. The position accounts for 4.16% of the portfolio, ranked #5.

Cobblestone Capital Advisors first reported a position in DFAX in Q4 2021 and has held it in 16 quarters since. 601 funds tracked by Wall St. Rank hold DFAX as of Q3 2025.

  • Cobblestone Capital Advisors held 2,762,854 shares of Dimensional World ex US Core Equity 2 ETF worth $86.7M as of Q3 2025.
  • Cobblestone Capital Advisors bought 10,344 Dimensional World ex US Core Equity 2 ETF shares in Q3 2025, an estimated $314K.
  • Dimensional World ex US Core Equity 2 ETF made up 4.16% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #5 holding.
  • Cobblestone Capital Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 16 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.