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Coppell Advisory Solutions’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-2,148
Closed -$53.4K – 689
2024
Q4 		$53.4K Sell
2,148
-228
-10% -$5.9K 0.01% 562
2024
Q3 		$64.5K Sell
2,376
-804
-25% -$20.9K 0.01% 488
2024
Q2 		$80.8K Buy
+3,180
New +$81.3K 0.01% 401
2023
Q4 		$164K Sell
6,708
-695
-9% -$15.9K 0.03% 285
2023
Q3 		$160K Buy
7,403
+619
+9% +$14.5K 0.06% 176
2023
Q2 		$157K Buy
+6,784
New +$158K 0.04% 215
2023
Q1 		– Sell
-7,403
Closed -$160K – 412
2022
Q4 		$160K Buy
+7,403
New +$154K 0.05% 180

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Coppell Advisory Solutions's DFAX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2025, closing a stake of 2,148 shares — an estimated $53.4K sold.

Coppell Advisory Solutions first reported a position in DFAX in Q4 2022 and held it in 7 quarters. The position peaked at $164K in Q4 2023. 558 funds tracked by Wall St. Rank hold DFAX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,148 Dimensional World ex US Core Equity 2 ETF shares in Q1 2025, an estimated $53.4K.
  • Coppell Advisory Solutions first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Dimensional World ex US Core Equity 2 ETF position peaked at $164K in Q4 2023.
  • 558 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.