CWG
DFAX icon

Crown Wealth Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Crown Wealth Group’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
2023
Q4 		– Sell
-9,347
Closed -$210K – 100
2023
Q3 		$210K Buy
+9,347
New +$219K 0.16% 67

Other funds holding DFAX

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Crown Wealth Group's DFAX Position: Q4 2023 in Review

Crown Wealth Group sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2023, closing a stake of 9,347 shares — an estimated $210K sold.

Crown Wealth Group first reported a position in DFAX in Q3 2023 and held it in 1 quarter. The position peaked at $210K in Q3 2023. 428 funds tracked by Wall St. Rank hold DFAX as of Q4 2023.

  • Crown Wealth Group reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2023 after selling out during the quarter.
  • Crown Wealth Group sold 9,347 Dimensional World ex US Core Equity 2 ETF shares in Q4 2023, an estimated $210K.
  • Crown Wealth Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2023 and held it in 1 quarter.
  • Crown Wealth Group's Dimensional World ex US Core Equity 2 ETF position peaked at $210K in Q3 2023.
  • 428 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2023.

Based on Crown Wealth Group's 13F filing for Q4 2023, filed 23 Jan 2024.