AWM
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Able Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Able Wealth Management’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
2024
Q1 		– Sell
-153
Closed -$3.73K – 189
2023
Q4 		$3.73K Buy
+153
New +$3.5K ﹤0.01% 384

Other funds holding DFAX

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Able Wealth Management's DFAX Position: Q1 2024 in Review

Able Wealth Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2024, closing a stake of 153 shares — an estimated $3.73K sold.

Able Wealth Management first reported a position in DFAX in Q4 2023 and held it in 1 quarter. The position peaked at $3.73K in Q4 2023. 449 funds tracked by Wall St. Rank hold DFAX as of Q1 2024.

  • Able Wealth Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 153 Dimensional World ex US Core Equity 2 ETF shares in Q1 2024, an estimated $3.73K.
  • Able Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $3.73K in Q4 2023.
  • 449 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.