Envestnet Portfolio Solutions
DFAX icon

Envestnet Portfolio Solutions’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Envestnet Portfolio 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
-17,483
Closed -$435K – 1597
2024
Q4 		$435K Sell
17,483
-2,699
-13% -$69.8K ﹤0.01% 1306
2024
Q3 		$545K Sell
20,182
-322
-2% -$8.35K ﹤0.01% 1152
2024
Q2 		$521K Sell
20,504
-932
-4% -$23.8K ﹤0.01% 1120
2024
Q1 		$545K Sell
21,436
-4,265
-17% -$104K ﹤0.01% 1087
2023
Q4 		$628K Sell
25,701
-856
-3% -$19.6K ﹤0.01% 954
2023
Q3 		$598K Buy
+26,557
New +$621K ﹤0.01% 912

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.05B AUM 23.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return