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Colonial Trust Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Colonial Trust Advisors’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
-4,271
Closed -$115K – 706
2024
Q3 		$115K Buy
+4,271
New +$111K 0.01% 248

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Commonwealth Equity Services
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
AF
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Colonial Trust Advisors's DFAX Position: Q4 2024 in Review

Colonial Trust Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2024, closing a stake of 4,271 shares — an estimated $115K sold.

Colonial Trust Advisors first reported a position in DFAX in Q3 2024 and held it in 1 quarter. The position peaked at $115K in Q3 2024. 536 funds tracked by Wall St. Rank hold DFAX as of Q4 2024.

  • Colonial Trust Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 4,271 Dimensional World ex US Core Equity 2 ETF shares in Q4 2024, an estimated $115K.
  • Colonial Trust Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and held it in 1 quarter.
  • Colonial Trust Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $115K in Q3 2024.
  • 536 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.