Belpointe Asset Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Belpointe Asset 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 Q4	–	Sell	-262	Closed	-$7.09K	–	880
2024 Q3	$7.09K	Buy	262 +1	+0.4%	+$26	﹤0.01%	873
2024 Q2	$6.62K	Buy	+261	New	+$6.67K	﹤0.01%	796
2023 Q3	–	Sell	-8,795	Closed	-$205K	–	670
2023 Q2	$205K	Sell	8,795 -51,281	-85%	-$1.19M	0.02%	566
2023 Q1	$1.39M	Sell	60,076 -478	-0.8%	-$10.9K	0.07%	270
2022 Q4	$1.31M	Sell	60,554 -251	-0.4%	-$5.22K	0.08%	258
2022 Q3	$1.15M	Buy	60,805 +34	+0.1%	+$722	0.08%	259
2022 Q2	$1.3M	Buy	60,771 +29,402	+94%	+$684K	0.09%	237
2022 Q1	$783K	Buy	31,369 +24,539	+359%	+$621K	0.05%	398
2021 Q4	$178K	Buy	+6,830	New	+$178K	0.01%	943

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Belpointe Asset Management's DFAX Position: Q4 2024 in Review

Belpointe Asset Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2024, closing a stake of 262 shares — an estimated $7.09K sold.

Belpointe Asset Management first reported a position in DFAX in Q4 2021 and held it in 9 quarters. The position peaked at $1.39M in Q1 2023. 536 funds tracked by Wall St. Rank hold DFAX as of Q4 2024.

Belpointe Asset Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2024 after selling out during the quarter.
Belpointe Asset Management sold 262 Dimensional World ex US Core Equity 2 ETF shares in Q4 2024, an estimated $7.09K.
Belpointe Asset Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and held it in 9 quarters.
Belpointe Asset Management's Dimensional World ex US Core Equity 2 ETF position peaked at $1.39M in Q1 2023.
536 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.