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

Aspire 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
2023
Q3 		– Sell
-5,527
Closed -$129K – 185
2023
Q2 		$129K Hold
5,527
– – 0.1% 99
2023
Q1 		$127K Buy
+5,527
New +$126K 0.1% 101

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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Aspire Wealth Management's DFAX Position: Q3 2023 in Review

Aspire Wealth Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2023, closing a stake of 5,527 shares — an estimated $129K sold.

Aspire Wealth Management first reported a position in DFAX in Q1 2023 and held it in 2 quarters. The position peaked at $129K in Q2 2023. 396 funds tracked by Wall St. Rank hold DFAX as of Q3 2023.

  • Aspire Wealth Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2023 after selling out during the quarter.
  • Aspire Wealth Management sold 5,527 Dimensional World ex US Core Equity 2 ETF shares in Q3 2023, an estimated $129K.
  • Aspire Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2023 and held it in 2 quarters.
  • Aspire Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $129K in Q2 2023.
  • 396 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2023.

Based on Aspire Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.