MFG
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Merit Financial Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Merit Financial 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
2026
Q2 		$2.13M Buy
57,820
+2,387
+4% +$87.7K 0.01% 728
2026
Q1 		$1.88M Sell
55,433
-4,017
-7% -$140K 0.01% 702
2025
Q4 		$1.95M Buy
59,450
+1,083
+2% +$34.5K 0.02% 657
2025
Q3 		$1.83M Buy
58,367
+5,670
+11% +$172K 0.02% 614
2025
Q2 		$1.55M Buy
52,697
+1,560
+3% +$42.9K 0.02% 611
2025
Q1 		$1.34M Buy
51,137
+6,175
+14% +$160K 0.02% 550
2024
Q4 		$1.12M Sell
44,962
-6,636
-13% -$172K 0.02% 481
2024
Q3 		$1.39M Buy
51,598
+3,777
+8% +$98K 0.03% 346
2024
Q2 		$1.22M Buy
47,821
+1,419
+3% +$36.3K 0.03% 362
2024
Q1 		$1.19M Sell
46,402
-1,029
-2% -$25.2K 0.03% 358
2023
Q4 		$1.16M Buy
47,431
+334
+0.7% +$7.64K 0.04% 274
2023
Q3 		$1.06M Buy
47,097
+482
+1% +$11.3K 0.03% 310
2023
Q2 		$1.09M Buy
46,615
+216
+0.5% +$5.03K 0.04% 322
2023
Q1 		$1.07M Sell
46,399
-2,404
-5% -$54.9K 0.04% 281
2022
Q4 		$1.05M Sell
48,803
-224
-0.5% -$4.66K 0.04% 289
2022
Q3 		$926K Buy
49,027
+2,045
+4% +$43.4K 0.04% 257
2022
Q2 		$1.01M Buy
46,982
+2,484
+6% +$57.8K 0.03% 257
2022
Q1 		$1.11M Buy
44,498
+2,060
+5% +$52.2K 0.07% 143
2021
Q4 		$1.11M Buy
42,438
+1
+0% +$26 0.11% 88
2021
Q3 		$1.1M Buy
+42,437
New +$1.12M 0.11% 90

Other funds holding DFAX

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Merit Financial Group's DFAX Position: Q2 2026 in Review

Merit Financial Group increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 4.3% in Q2 2026, buying an estimated $87.7K and bringing the position to 57,820 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #728.

Merit Financial Group first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 141 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Merit Financial Group held 57,820 shares of Dimensional World ex US Core Equity 2 ETF worth $2.13M as of Q2 2026.
  • Merit Financial Group bought 2,387 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $87.7K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #728 holding.
  • Merit Financial Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
  • 141 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.