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First United Bank & Trust’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

First United Bank & Trust’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 		– Sell
-2,819
Closed -$92.3K – 400
2025
Q4 		$92.3K Hold
2,819
– – 0.03% 189
2025
Q3 		$88.5K Buy
+2,819
New +$85.6K 0.03% 196

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 $445B AUM 25.58% 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 $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 United Bank & Trust's DFAX Position: Q1 2026 in Review

First United Bank & Trust sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2026, closing a stake of 2,819 shares — an estimated $92.3K sold.

First United Bank & Trust first reported a position in DFAX in Q3 2025 and held it in 2 quarters. The position peaked at $92.3K in Q4 2025. 697 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • First United Bank & Trust reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • First United Bank & Trust sold 2,819 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $92.3K.
  • First United Bank & Trust first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2025 and held it in 2 quarters.
  • First United Bank & Trust's Dimensional World ex US Core Equity 2 ETF position peaked at $92.3K in Q4 2025.
  • 697 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on First United Bank & Trust's 13F filing for Q1 2026, filed 21 Apr 2026.