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Edge Financial Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Edge Financial 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
Q4 		$304K Buy
9,273
+66
+0.7% +$2.1K 0.13% 115
2025
Q3 		$289K Buy
9,207
+54
+0.6% +$1.64K 0.13% 114
2025
Q2 		$269K Sell
9,153
-10
-0.1% -$275 0.14% 106
2025
Q1 		$240K Buy
+9,163
New +$238K 0.15% 91

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
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

Edge Financial Advisors's DFAX Position: Q4 2025 in Review

Edge Financial Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.72% in Q4 2025, buying an estimated $2.1K and bringing the position to 9,273 shares worth $304K. The position accounts for 0.13% of the portfolio, ranked #115.

Edge Financial Advisors first reported a position in DFAX in Q1 2025 and has held it in 4 quarters since. 673 funds tracked by Wall St. Rank hold DFAX as of Q4 2025.

  • Edge Financial Advisors held 9,273 shares of Dimensional World ex US Core Equity 2 ETF worth $304K as of Q4 2025.
  • Edge Financial Advisors bought 66 Dimensional World ex US Core Equity 2 ETF shares in Q4 2025, an estimated $2.1K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.13% of Edge Financial Advisors's portfolio in Q4 2025, its #115 holding.
  • Edge Financial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2025 and has held it in 4 quarters since.
  • 673 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.