Grunden Financial Advisory’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Grunden Financial Advisory’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	$17.4M	Buy	531,680 +5,037	+1%	+$161K	6.8%	6
2025 Q3	$16.5M	Buy	526,643 +7,261	+1%	+$220K	6.72%	6
2025 Q2	$15.3M	Sell	519,382 -10,625	-2%	-$292K	6.74%	6
2025 Q1	$13.9M	Sell	530,007 -24,748	-4%	-$643K	6.75%	6
2024 Q4	$13.8M	Sell	554,755 -732	-0.1%	-$18.9K	6.66%	6
2024 Q3	$15M	Buy	555,487 +11,007	+2%	+$286K	7.37%	6
2024 Q2	$13.8M	Sell	544,480 -4,210	-0.8%	-$108K	7.23%	6
2024 Q1	$14M	Sell	548,690 -10,307	-2%	-$252K	7.42%	6
2023 Q4	$13.7M	Buy	+558,997	New	+$12.8M	7.67%	6

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

Grunden Financial Advisory's DFAX Position: Q4 2025 in Review

Grunden Financial Advisory increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.96% in Q4 2025, buying an estimated $161K and bringing the position to 531,680 shares worth $17.4M. The position accounts for 6.8% of the portfolio, ranked #6.

Grunden Financial Advisory first reported a position in DFAX in Q4 2023 and has held it in 9 quarters since. 671 funds tracked by Wall St. Rank hold DFAX as of Q4 2025.

Grunden Financial Advisory held 531,680 shares of Dimensional World ex US Core Equity 2 ETF worth $17.4M as of Q4 2025.
Grunden Financial Advisory bought 5,037 Dimensional World ex US Core Equity 2 ETF shares in Q4 2025, an estimated $161K.
Dimensional World ex US Core Equity 2 ETF made up 6.8% of Grunden Financial Advisory's portfolio in Q4 2025, its #6 holding.
Grunden Financial Advisory first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 9 quarters since.
671 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.