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Eldridge Investment Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Eldridge Investment 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
2026
Q1 		$10.5M Buy
309,641
+10,655
+4% +$371K 2.31% 13
2025
Q4 		$9.79M Buy
298,986
+13,021
+5% +$415K 2.15% 14
2025
Q3 		$8.97M Sell
285,965
-13,613
-5% -$413K 2.04% 16
2025
Q2 		$8.8M Buy
299,578
+14,121
+5% +$389K 1.84% 15
2025
Q1 		$7.48M Buy
285,457
+4,270
+2% +$111K 1.72% 15
2024
Q4 		$6.99M Sell
281,187
-20,121
-7% -$521K 1.63% 17
2024
Q3 		$8.14M Buy
301,308
+2,485
+0.8% +$64.5K 1.91% 14
2024
Q2 		$7.6M Buy
298,823
+757
+0.3% +$19.3K 1.91% 14
2024
Q1 		$7.58M Sell
298,066
-3,833
-1% -$93.8K 1.95% 13
2023
Q4 		$7.37M Sell
301,899
-774
-0.3% -$17.7K 1.93% 15
2023
Q3 		$6.82M Buy
302,673
+9,226
+3% +$216K 2.26% 12
2023
Q2 		$6.84M Buy
293,447
+16,954
+6% +$395K 2.24% 11
2023
Q1 		$6.38M Sell
276,493
-20,855
-7% -$476K 2.21% 10
2022
Q4 		$6.42M Buy
297,348
+73,527
+33% +$1.53M 2.25% 9
2022
Q3 		$4.23M Sell
223,821
-77,686
-26% -$1.65M 1.64% 15
2022
Q2 		$6.46M Sell
301,507
-18,058
-6% -$420K 2.43% 8
2022
Q1 		$7.97M Buy
319,565
+100,729
+46% +$2.55M 2.7% 9
2021
Q4 		$5.71M Buy
218,836
+29,201
+15% +$763K 1.89% 12
2021
Q3 		$4.91M Buy
+189,635
New +$5.02M 1.75% 11

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

Eldridge Investment Advisors's DFAX Position: Q1 2026 in Review

Eldridge Investment Advisors increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 3.6% in Q1 2026, buying an estimated $371K and bringing the position to 309,641 shares worth $10.5M. The position accounts for 2.31% of the portfolio, ranked #13.

Eldridge Investment Advisors first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. 695 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Eldridge Investment Advisors held 309,641 shares of Dimensional World ex US Core Equity 2 ETF worth $10.5M as of Q1 2026.
  • Eldridge Investment Advisors bought 10,655 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $371K.
  • Dimensional World ex US Core Equity 2 ETF made up 2.31% of Eldridge Investment Advisors's portfolio in Q1 2026, its #13 holding.
  • Eldridge Investment Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • 695 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.