FHC
DFAX icon

First Heartland Consultants’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

First Heartland Consultants’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 		– Sell
-8,713
Closed -$273K – 538
2025
Q3 		$273K Buy
+8,713
New +$265K 0.02% 423

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

First Heartland Consultants's DFAX Position: Q4 2025 in Review

First Heartland Consultants sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2025, closing a stake of 8,713 shares — an estimated $273K sold.

First Heartland Consultants first reported a position in DFAX in Q3 2025 and held it in 1 quarter. The position peaked at $273K in Q3 2025. 671 funds tracked by Wall St. Rank hold DFAX as of Q4 2025.

  • First Heartland Consultants reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2025 after selling out during the quarter.
  • First Heartland Consultants sold 8,713 Dimensional World ex US Core Equity 2 ETF shares in Q4 2025, an estimated $273K.
  • First Heartland Consultants first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2025 and held it in 1 quarter.
  • First Heartland Consultants's Dimensional World ex US Core Equity 2 ETF position peaked at $273K in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2025.

Based on First Heartland Consultants's 13F filing for Q4 2025, filed 9 Jan 2026.