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

Bartlett & Co 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
Q2 		– Sell
-8,744
Closed -$222K – 1146
2024
Q1 		$222K Sell
8,744
-2,176
-20% -$53.2K ﹤0.01% 440
2023
Q4 		$267K Buy
+10,920
New +$250K ﹤0.01% 434

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
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Bartlett & Co Wealth Management's DFAX Position: Q2 2024 in Review

Bartlett & Co Wealth Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2024, closing a stake of 8,744 shares — an estimated $222K sold.

Bartlett & Co Wealth Management first reported a position in DFAX in Q4 2023 and held it in 2 quarters. The position peaked at $267K in Q4 2023. 469 funds tracked by Wall St. Rank hold DFAX as of Q2 2024.

  • Bartlett & Co Wealth Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 8,744 Dimensional World ex US Core Equity 2 ETF shares in Q2 2024, an estimated $222K.
  • Bartlett & Co Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $267K in Q4 2023.
  • 469 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.