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 Q2	$31.1M	Sell	844,650 -7,819	-0.9%	-$287K	3.77%	9
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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Meridian Wealth Partners's DFAX Position: Q2 2026 in Review

Meridian Wealth Partners reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.92% in Q2 2026, selling an estimated $287K and leaving 844,650 shares worth $31.1M. The position accounts for 3.77% of the portfolio, ranked #9.

Meridian Wealth Partners first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 712 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Meridian Wealth Partners held 844,650 shares of Dimensional World ex US Core Equity 2 ETF worth $31.1M as of Q2 2026.
Meridian Wealth Partners sold 7,819 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $287K.
Dimensional World ex US Core Equity 2 ETF made up 3.77% of Meridian Wealth Partners's portfolio in Q2 2026, its #9 holding.
Meridian Wealth Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
712 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.