Meridian Wealth Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Meridian Wealth Partners’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	$29M	Sell	852,469 -32,421	-4%	-$1.13M	3.97%	7
2025 Q4	$29M	Sell	884,890 -60,912	-6%	-$1.94M	3.99%	7
2025 Q3	$29.7M	Sell	945,802 -4,966	-0.5%	-$151K	4.08%	7
2025 Q2	$27.9M	Buy	950,768 +2,186	+0.2%	+$60.2K	4.05%	5
2025 Q1	$24.9M	Sell	948,582 -53,640	-5%	-$1.39M	3.97%	5
2024 Q4	$24.9M	Sell	1,002,222 -2,979	-0.3%	-$77.1K	3.78%	5
2024 Q3	$27.2M	Sell	1,005,201 -9,773	-1%	-$254K	4.22%	5
2024 Q2	$25.8M	Sell	1,014,974 -14,725	-1%	-$376K	4.56%	5
2024 Q1	$26.2M	Sell	1,029,699 -28,865	-3%	-$706K	4.73%	6
2023 Q4	$25.9M	Sell	1,058,564 -20,111	-2%	-$460K	4.93%	6
2023 Q3	$24.3M	Sell	1,078,675 -16,174	-1%	-$378K	5.06%	6
2023 Q2	$25.5M	Sell	1,094,849 -19,969	-2%	-$465K	5.24%	6
2023 Q1	$25.7M	Sell	1,114,818 -10,551	-0.9%	-$241K	5.6%	6
2022 Q4	$24.3M	Buy	1,125,369 +23,961	+2%	+$498K	5.62%	6
2022 Q3	$20.8M	Sell	1,101,408 -60,627	-5%	-$1.29M	5.21%	6
2022 Q2	$24.9M	Buy	1,162,035 +8,272	+0.7%	+$193K	5.92%	6
2022 Q1	$28.8M	Buy	1,153,763 +25,286	+2%	+$640K	6.06%	5
2021 Q4	$29.5M	Sell	1,128,477 -30,500	-3%	-$797K	5.9%	5
2021 Q3	$30M	Buy	+1,158,977	New	+$30.7M	6.49%	5

Other funds holding DFAX

Focus Partners Wealth

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management

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

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return