Great Valley Advisor Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Great Valley Advisor Group’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 Q2	–	Sell	-10,601	Closed	-$278K	–	901
2025 Q1	$278K	Sell	10,601 -1,000	-9%	-$26K	0.01%	748
2024 Q4	$288K	Hold	11,601	–	–	0.01%	701
2024 Q3	$313K	Sell	11,601 -501	-4%	-$13K	0.01%	678
2024 Q2	$308K	Hold	12,102	–	–	0.01%	639
2024 Q1	$308K	Hold	12,102	–	–	0.01%	603
2023 Q4	$296K	Buy	+12,102	New	+$277K	0.01%	582

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Great Valley Advisor Group's DFAX Position: Q2 2025 in Review

Great Valley Advisor Group sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2025, closing a stake of 10,601 shares — an estimated $278K sold.

Great Valley Advisor Group first reported a position in DFAX in Q4 2023 and held it in 6 quarters. The position peaked at $313K in Q3 2024. 597 funds tracked by Wall St. Rank hold DFAX as of Q2 2025.

Great Valley Advisor Group reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
Great Valley Advisor Group sold 10,601 Dimensional World ex US Core Equity 2 ETF shares in Q2 2025, an estimated $278K.
Great Valley Advisor Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and held it in 6 quarters.
Great Valley Advisor Group's Dimensional World ex US Core Equity 2 ETF position peaked at $313K in Q3 2024.
597 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.