AWM
DFAX icon

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

Avior 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
2025
Q1 		– Sell
-1,307
Closed -$32.5K – 1134
2024
Q4 		$32.5K Sell
1,307
-355
-21% -$9.18K ﹤0.01% 1283
2024
Q3 		$44.9K Sell
1,662
-17
-1% -$441 ﹤0.01% 1159
2024
Q2 		$42.7K Buy
1,679
+372
+28% +$9.51K ﹤0.01% 1148
2024
Q1 		$33.3K Sell
1,307
-11,719
-90% -$287K ﹤0.01% 1390
2023
Q4 		$318K Buy
13,026
+11,718
+896% +$268K 0.02% 435
2023
Q3 		$29.5K Buy
1,308
+1
+0.1% +$23 ﹤0.01% 875
2023
Q2 		$30.5K Hold
1,307
– – ﹤0.01% 858
2023
Q1 		$30.2K Sell
1,307
-1,024
-44% -$23.4K ﹤0.01% 874
2022
Q4 		$50.4K Sell
2,331
-1,501
-39% -$31.2K ﹤0.01% 627
2022
Q3 		$72K Buy
3,832
+206
+6% +$4.37K 0.01% 557
2022
Q2 		$77K Buy
3,626
+19
+0.5% +$442 0.01% 518
2022
Q1 		$90K Buy
3,607
+11
+0.3% +$279 0.01% 524
2021
Q4 		$93K Sell
3,596
-895
-20% -$23.4K 0.01% 509
2021
Q3 		$116K Buy
+4,491
New +$119K 0.01% 472

Other funds holding DFAX

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GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return