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Colton Groome Financial Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Colton Groome Financial 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
-13,727
Closed -$371K – 124
2024
Q3 		$371K Hold
13,727
– – 0.14% 92
2024
Q2 		$349K Hold
13,727
– – 0.14% 88
2024
Q1 		$349K Hold
13,727
– – 0.14% 84
2023
Q4 		$335K Buy
+13,727
New +$314K 0.15% 87

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

Colton Groome Financial Advisors's DFAX Position: Q4 2024 in Review

Colton Groome Financial Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2024, closing a stake of 13,727 shares — an estimated $371K sold.

Colton Groome Financial Advisors first reported a position in DFAX in Q4 2023 and held it in 4 quarters. The position peaked at $371K in Q3 2024. 536 funds tracked by Wall St. Rank hold DFAX as of Q4 2024.

  • Colton Groome Financial Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2024 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 13,727 Dimensional World ex US Core Equity 2 ETF shares in Q4 2024, an estimated $371K.
  • Colton Groome Financial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and held it in 4 quarters.
  • Colton Groome Financial Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $371K 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 Colton Groome Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.