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

Univest Financial’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
Q3 		– Sell
-13,766
Closed -$404K – 265
2025
Q2 		$404K Hold
13,766
– – 0.02% 203
2025
Q1 		$361K Hold
13,766
– – 0.02% 222
2024
Q4 		$342K Sell
13,766
-750
-5% -$19.4K 0.02% 230
2024
Q3 		$392K Buy
+14,516
New +$377K 0.03% 220

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Univest Financial's DFAX Position: Q3 2025 in Review

Univest Financial sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2025, closing a stake of 13,766 shares — an estimated $404K sold.

Univest Financial first reported a position in DFAX in Q3 2024 and held it in 4 quarters. The position peaked at $404K in Q2 2025. 605 funds tracked by Wall St. Rank hold DFAX as of Q3 2025.

  • Univest Financial reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2025 after selling out during the quarter.
  • Univest Financial sold 13,766 Dimensional World ex US Core Equity 2 ETF shares in Q3 2025, an estimated $404K.
  • Univest Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and held it in 4 quarters.
  • Univest Financial's Dimensional World ex US Core Equity 2 ETF position peaked at $404K in Q2 2025.
  • 605 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2025.

Based on Univest Financial's 13F filing for Q3 2025, filed 30 Oct 2025.