CWA
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Consilium Wealth Advisory’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Consilium Wealth Advisory’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
2022
Q3 		– Sell
-9,750
Closed -$209K – 69
2022
Q2 		$209K Buy
+9,750
New +$227K 0.23% 69

Other funds holding DFAX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Consilium Wealth Advisory's DFAX Position: Q3 2022 in Review

Consilium Wealth Advisory sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2022, closing a stake of 9,750 shares — an estimated $209K sold.

Consilium Wealth Advisory first reported a position in DFAX in Q2 2022 and held it in 1 quarter. The position peaked at $209K in Q2 2022. 316 funds tracked by Wall St. Rank hold DFAX as of Q3 2022.

  • Consilium Wealth Advisory reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2022 after selling out during the quarter.
  • Consilium Wealth Advisory sold 9,750 Dimensional World ex US Core Equity 2 ETF shares in Q3 2022, an estimated $209K.
  • Consilium Wealth Advisory first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2022 and held it in 1 quarter.
  • Consilium Wealth Advisory's Dimensional World ex US Core Equity 2 ETF position peaked at $209K in Q2 2022.
  • 316 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2022.

Based on Consilium Wealth Advisory's 13F filing for Q3 2022, filed 12 Oct 2022.