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

Eudaimonia 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
2024
Q1 		$261K Buy
10,277
+1,617
+19% +$39.6K 0.06% 212
2023
Q4 		$211K Buy
+8,660
New +$198K 0.06% 236

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

Eudaimonia Partners's DFAX Position: Q1 2024 in Review

Eudaimonia Partners increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 19% in Q1 2024, buying an estimated $39.6K and bringing the position to 10,277 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #212.

Eudaimonia Partners first reported a position in DFAX in Q4 2023 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold DFAX as of Q1 2024.

  • Eudaimonia Partners held 10,277 shares of Dimensional World ex US Core Equity 2 ETF worth $261K as of Q1 2024.
  • Eudaimonia Partners bought 1,617 Dimensional World ex US Core Equity 2 ETF shares in Q1 2024, an estimated $39.6K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.06% of Eudaimonia Partners's portfolio in Q1 2024, its #212 holding.
  • Eudaimonia Partners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.