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EnRich Financial Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

EnRich Financial Partners’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
-1,854
Closed -$46.1K – 91
2024
Q4 		$46.1K Hold
1,854
– – 0.02% 114
2024
Q3 		$50.1K Hold
1,854
– – 0.02% 107
2024
Q2 		$47.1K Buy
1,854
+92
+5% +$2.35K 0.02% 109
2024
Q1 		$44.8K Buy
+1,762
New +$43.1K 0.02% 101

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 22.9% 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 $1.11B AUM 11.16% 1-Year Est. Return

EnRich Financial Partners's DFAX Position: Q1 2025 in Review

EnRich Financial Partners sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2025, closing a stake of 1,854 shares — an estimated $46.1K sold.

EnRich Financial Partners first reported a position in DFAX in Q1 2024 and held it in 4 quarters. The position peaked at $50.1K in Q3 2024. 559 funds tracked by Wall St. Rank hold DFAX as of Q1 2025.

  • EnRich Financial Partners reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 1,854 Dimensional World ex US Core Equity 2 ETF shares in Q1 2025, an estimated $46.1K.
  • EnRich Financial Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Dimensional World ex US Core Equity 2 ETF position peaked at $50.1K in Q3 2024.
  • 559 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.