AWM
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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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.22B AUM 24.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Avior Wealth Management's DFAX Position: Q1 2025 in Review

Avior Wealth Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2025, closing a stake of 1,307 shares — an estimated $32.5K sold.

Avior Wealth Management first reported a position in DFAX in Q3 2021 and held it in 14 quarters. The position peaked at $318K in Q4 2023. 559 funds tracked by Wall St. Rank hold DFAX as of Q1 2025.

  • Avior Wealth Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,307 Dimensional World ex US Core Equity 2 ETF shares in Q1 2025, an estimated $32.5K.
  • Avior Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 14 quarters.
  • Avior Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $318K in Q4 2023.
  • 559 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.