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

Bullock 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
Q3 		– Sell
-157
Closed -$4K – 586
2024
Q2 		$4K Hold
157
– – ﹤0.01% 426
2024
Q1 		$3.99K Buy
+157
New +$3.84K ﹤0.01% 438

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Bullock Wealth Management's DFAX Position: Q3 2024 in Review

Bullock Wealth Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2024, closing a stake of 157 shares — an estimated $4K sold.

Bullock Wealth Management first reported a position in DFAX in Q1 2024 and held it in 2 quarters. The position peaked at $4K in Q2 2024. 484 funds tracked by Wall St. Rank hold DFAX as of Q3 2024.

  • Bullock Wealth Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 157 Dimensional World ex US Core Equity 2 ETF shares in Q3 2024, an estimated $4K.
  • Bullock Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and held it in 2 quarters.
  • Bullock Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $4K in Q2 2024.
  • 484 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2024.

Based on Bullock Wealth Management's 13F filing for Q3 2024, filed 24 Sep 2026.