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CoreFirst Bank & Trust’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

CoreFirst Bank & Trust’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
-330
Closed -$8.2K – 169
2024
Q4 		$8.2K Hold
330
– – ﹤0.01% 318
2024
Q3 		$8.91K Buy
+330
New +$8.56K 0.01% 310

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

CoreFirst Bank & Trust's DFAX Position: Q1 2025 in Review

CoreFirst Bank & Trust sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2025, closing a stake of 330 shares — an estimated $8.2K sold.

CoreFirst Bank & Trust first reported a position in DFAX in Q3 2024 and held it in 2 quarters. The position peaked at $8.91K in Q3 2024. 558 funds tracked by Wall St. Rank hold DFAX as of Q1 2025.

  • CoreFirst Bank & Trust reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 330 Dimensional World ex US Core Equity 2 ETF shares in Q1 2025, an estimated $8.2K.
  • CoreFirst Bank & Trust first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and held it in 2 quarters.
  • CoreFirst Bank & Trust's Dimensional World ex US Core Equity 2 ETF position peaked at $8.91K in Q3 2024.
  • 558 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2025, filed 29 Apr 2025.